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, 2020
Q2 2020
|
Esl Trust Services, LLC
|
SELL
|
- |
-22.9KClosed |
$667K - $708K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-959Closed |
$27.5K - $29.8K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.51KNew |
$100K - $109K
|
3.51K
$89.1K
|
|
|
May 01, 2020
Q1 2020
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-1KClosed |
$28.6K - $31K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Courage Miller Partners, LLC
|
SELL
|
- |
-6.92KClosed |
$198K - $215K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-1.04KClosed |
$31.6K - $32.2K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-948Closed |
$28.8K - $29.3K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.26KClosed |
$220K - $224K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-30.1KClosed |
$910K - $919K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-289Closed |
$8.75K - $8.83K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Motco
|
SELL
|
- |
-27Closed |
$818 - $825
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49Closed |
$1.48K - $1.5K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-45Closed |
$1.36K - $1.38K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
St. James Investment Company, LLC
|
SELL
|
- |
-13.6KClosed |
$413K - $417K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-84.9KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-51KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.75KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2New |
N/A
|
2
$50.8
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34.3KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-25.4KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Creative Financial Designs Inc
|
SELL
|
- |
-331Closed |
N/A
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
New Square Capital LLC
|
SELL
|
- |
-515Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
G&S Capital LLC
|
SELL
|
- |
-1.35KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.64KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.82KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.8KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Round Table Services, LLC
|
SELL
|
- |
-6.39KClosed |
N/A
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-18.8KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.68KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-661Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-55.5KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-116KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Whittier Trust CO
|
SELL
|
- |
-516- 78.18% |
N/A
|
144
$3.66K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Leuthold Group, LLC
|
SELL
|
- |
-99.3KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.84KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-131Closed |
N/A
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.42KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$25.4
|
|