Latest Institutional Purchases of Spdr Bloomberg Short Term Inte (BWZ)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Short Term Inte (BWZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13M+ 1334.77% |
$30.7M - $31.7M
|
1.21M
$33.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
109K+ 299.66% |
$2.95M - $3.05M
|
145K
$3.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
46.8K+ 10.18% |
$1.27M - $1.31M
|
506K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
42.4K+ 4.72% |
$1.15M - $1.19M
|
941K
$25.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
39.9K+ 22.28% |
$1.08M - $1.12M
|
219K
$5.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33.8K+ 5.89% |
$917K - $946K
|
607K
$16.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
32.3K+ 40.3% |
$877K - $906K
|
112K
$3.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.3K+ 79.83% |
$687K - $709K
|
57K
$1.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24.4K+ 40.05% |
$662K - $684K
|
85.2K
$2.32M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
18.6K+ 2.26% |
$505K - $522K
|
843K
$23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
16.5K+ 8.7% |
$447K - $461K
|
206K
$5.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
16.1K+ 66.49% |
$438K - $452K
|
40.4K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15.6K+ 1.96% |
$423K - $437K
|
810K
$22.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
15.6K+ 30.95% |
$423K - $436K
|
65.8K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3K+ 14.18% |
$415K - $428K
|
123K
$3.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.3KNew |
$333K - $344K
|
12.3K
$334K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.5K+ 2.79% |
$312K - $322K
|
423K
$11.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.6K+ 36.96% |
$288K - $297K
|
39.2K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$275K - $284K
|
10.1K
$276K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.06KNew |
$246K - $254K
|
9.06K
$247K
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
7.92K+ 2.72% |
$215K - $222K
|
300K
$8.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.27KNew |
$170K - $176K
|
6.27K
$171K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6.24K+ 2.51% |
$170K - $175K
|
255K
$6.95M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.82KNew |
$49.4K - $51K
|
1.82K
$49.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
641+ 2.4% |
$17.4K - $18K
|
27.4K
$746K
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
407+ 5.1% |
$11.1K - $11.4K
|
8.39K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
363New |
$9.86K - $10.2K
|
363
$9.89K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
273+ 0.64% |
$7.42K - $7.65K
|
43.1K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
107+ 0.54% |
$2.91K - $3K
|
20K
$546K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
72+ 0.37% |
$1.96K - $2.02K
|
19.5K
$531K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.09MNew |
$28.7M - $30.7M
|
1.09M
$29.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
134KNew |
$3.53M - $3.77M
|
134K
$3.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
129KNew |
$3.38M - $3.61M
|
129K
$3.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
56.1KNew |
$1.47M - $1.57M
|
56.1K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.7KNew |
$570K - $609K
|
21.7K
$591K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
20.9KNew |
$549K - $586K
|
20.9K
$569K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
20.5KNew |
$539K - $576K
|
20.5K
$559K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
14.9KNew |
$391K - $418K
|
14.9K
$406K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 10.51% |
$375K - $401K
|
150K
$4.1M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$288K - $307K
|
11K
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10.3KNew |
$271K - $290K
|
10.3K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.3KNew |
$244K - $261K
|
9.3K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.4KNew |
$221K - $236K
|
8.4K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.52KNew |
$198K - $211K
|
7.52K
$205K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$192K - $205K
|
7.3K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.28KNew |
$86.3K - $92.2K
|
3.28K
$89.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.19KNew |
$83.8K - $89.5K
|
3.19K
$86.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.34K+ 31.14% |
$35.1K - $37.5K
|
5.63K
$153K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
807New |
$21.2K - $22.7K
|
807
$22K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
300New |
$7.88K - $8.42K
|
300
$8.18K
|
|