Latest Institutional Transactions on Spdr Bloomberg Short Term Inte (BWZ)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Short Term Inte (BWZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40- 93.02% |
$1.06K - $1.1K
|
3
$76.2
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-970- 8.25% |
$25.8K - $26.7K
|
10.8K
$274K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27KNew |
$33.4K - $35.3K
|
1.27K
$32.2K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$52.6 - $55.6
|
2
$50.8
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.75K- 41.18% |
$177K - $188K
|
9.64K
$245K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.55K- 25.21% |
$67.1K - $71K
|
7.57K
$192K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
206New |
$5.07K - $5.57K
|
206
$5.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
165+ 100.0% |
$4.06K - $4.46K
|
330
$8.38K
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
354KNew |
$8.71M - $9.57M
|
354K
$8.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
175KNew |
$4.3M - $4.73M
|
175K
$4.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-83.4K- 90.05% |
$2.05M - $2.26M
|
9.21K
$234K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
14.3KNew |
$351K - $386K
|
14.3K
$362K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
5+ 0.05% |
$123 - $136
|
10.1K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.9K- 55.51% |
$268K - $295K
|
8.72K
$221K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.93K- 24.92% |
$72.1K - $79.4K
|
8.82K
$224K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
432New |
$10.6K - $11.7K
|
432
$11K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-12.1KClosed |
$324K - $353K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1KClosed |
$26.7K - $29.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$2.32K - $2.53K
|
87
$2.21K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-205Closed |
$5.47K - $5.96K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
10.4K+ 11.12% |
$278K - $303K
|
104K
$2.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 48.72% |
$507 - $552
|
20
$508
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.57K- 16.6% |
$41.8K - $45.5K
|
7.86K
$200K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
81New |
$2.16K - $2.35K
|
81
$2.06K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$282K - $307K
|
10.6K
$268K
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-232Closed |
$6.7K - $7.09K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-25.7KClosed |
$741K - $784K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
325New |
$9.82K - $10.1K
|
325
$8.25K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
15.9K+ 6.39% |
$480K - $495K
|
264K
$6.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
903New |
$27.3K - $28.2K
|
903
$22.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-99Closed |
$2.99K - $3.09K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-51.2KClosed |
$1.59M - $1.63M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$775K - $796K
|
25K
$635K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300Closed |
$9.47K - $9.76K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.29KClosed |
$230K - $237K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-18.5KClosed |
$585K - $603K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
147New |
$4.64K - $4.78K
|
147
$3.73K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-58.4KClosed |
$1.84M - $1.93M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.5KClosed |
$361K - $379K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-56.1KClosed |
$1.77M - $1.85M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.2KClosed |
$1.42M - $1.49M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-36KClosed |
$1.13M - $1.19M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.64KClosed |
$209K - $218K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
87.9KNew |
$2.76M - $2.89M
|
87.9K
$2.23M
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-9.39KClosed |
$286K - $298K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-431Closed |
$13.1K - $13.7K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-145Closed |
$4.42K - $4.61K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.46K- 72.2% |
$71.6K - $75.9K
|
947
$24K
|
|
|
Aug 12, 2020
Q2 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-10.8KClosed |
$316K - $335K
|
0
$0
|
|