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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
720K+ 20080.32% |
$18.4M - $19.9M
|
724K
$18.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
17.8K+ 2.38% |
$455K - $492K
|
766K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
12.1KNew |
$310K - $335K
|
12.1K
$309K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.5KNew |
$192K - $208K
|
7.5K
$191K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.48K+ 3.74% |
$166K - $179K
|
180K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.45K+ 8.8% |
$62.6K - $67.7K
|
30.2K
$771K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.41K+ 5.46% |
$61.5K - $66.5K
|
46.5K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.81K+ 3.81% |
$46.3K - $50.1K
|
49.3K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 1.15% |
$29K - $31.4K
|
99.8K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
988+ 0.99% |
$25.3K - $27.3K
|
101K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
770+ 84.25% |
$19.7K - $21.3K
|
1.68K
$42.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
765+ 0.58% |
$19.6K - $21.2K
|
134K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
305+ 1.35% |
$7.8K - $8.44K
|
22.9K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
176+ 1.31% |
$4.5K - $4.87K
|
13.6K
$347K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
114New |
$2.92K - $3.15K
|
114
$2.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
114New |
$2.92K - $3.15K
|
114
$2.91K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
57New |
$1.46K - $1.58K
|
57
$1.45K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$563 - $609
|
22
$561
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18+ 15.0% |
$461 - $498
|
138
$3.52K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$25.6 - $27.7
|
1
$25.5
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$455K - $468K
|
17.7K
$452K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.35K+ 20.87% |
$34.5K - $35.5K
|
7.8K
$199K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168New |
$4.31K - $4.43K
|
168
$4.28K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7K+ 81.75% |
$412K - $428K
|
35K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.61KNew |
$173K - $180K
|
6.61K
$168K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2KNew |
$52.3K - $54.4K
|
2K
$51K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
590New |
$15.4K - $16K
|
590
$15K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
342New |
$8.95K - $9.3K
|
342
$8.72K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
42+ 0.25% |
$1.1K - $1.14K
|
17.2K
$438K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
39New |
$1.02K - $1.06K
|
39
$995
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
278New |
$7.13K - $7.63K
|
278
$7.09K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.9K+ 14.12% |
$100K - $107K
|
31.5K
$804K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
720New |
$18.5K - $19.8K
|
720
$18.4K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
223KNew |
$5.93M - $6.14M
|
223K
$5.69M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27KNew |
$33.4K - $35.3K
|
1.27K
$32.4K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$52.6 - $55.6
|
2
$51
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
354KNew |
$8.71M - $9.57M
|
354K
$9.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
175KNew |
$4.3M - $4.73M
|
175K
$4.46M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
14.3KNew |
$351K - $386K
|
14.3K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
206New |
$5.07K - $5.57K
|
206
$5.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
165+ 100.0% |
$4.06K - $4.46K
|
330
$8.42K
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
432New |
$10.6K - $11.7K
|
432
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
5+ 0.05% |
$123 - $136
|
10.1K
$256K
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$282K - $307K
|
10.6K
$270K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
10.4K+ 11.12% |
$278K - $303K
|
104K
$2.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$2.32K - $2.53K
|
87
$2.22K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
81New |
$2.16K - $2.35K
|
81
$2.07K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
15.9K+ 6.39% |
$480K - $495K
|
264K
$6.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
903New |
$27.3K - $28.2K
|
903
$23K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
325New |
$9.82K - $10.1K
|
325
$8.29K
|
|