Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-710K- 98.07% |
$18M - $19.4M
|
14K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-32.7K- 11.91% |
$830K - $894K
|
242K
$6.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15.1K- 8.42% |
$384K - $413K
|
165K
$4.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11K- 2.82% |
$280K - $301K
|
381K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.71K- 25.49% |
$195K - $210K
|
22.5K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.53K- 5.54% |
$140K - $151K
|
94.2K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.34K- 3.99% |
$135K - $146K
|
128K
$3.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-3.8K- 32.39% |
$96.2K - $104K
|
7.93K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-897- 6.59% |
$22.7K - $24.5K
|
12.7K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-894- 3.9% |
$22.7K - $24.4K
|
22K
$584K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-746- 44.3% |
$18.9K - $20.4K
|
938
$24.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-538- 6.9% |
$13.6K - $14.7K
|
7.26K
$192K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-530- 1.91% |
$13.4K - $14.5K
|
27.2K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-346- 10.96% |
$8.77K - $9.45K
|
2.81K
$74.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-198- 2.18% |
$5.02K - $5.41K
|
8.9K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-87- 76.32% |
$2.2K - $2.38K
|
27
$716
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-87- 76.32% |
$2.2K - $2.38K
|
27
$716
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66- 0.13% |
$1.67K - $1.8K
|
49.3K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 28.26% |
$988 - $1.06K
|
99
$2.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18- 0.19% |
$456 - $491
|
9.22K
$244K
|
|
| Q3 2024 | |||||||
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.35K- 5.73% |
$188K - $203K
|
121K
$3.2M
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-878- 5.42% |
$23K - $23.9K
|
15.3K
$406K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.48K- 11.74% |
$141K - $151K
|
41.2K
$1.09M
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-970- 8.25% |
$25.8K - $26.7K
|
10.8K
$286K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-625- 98.74% |
$16.6K - $17.2K
|
8
$212
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40- 93.02% |
$1.06K - $1.1K
|
3
$79.5
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.75K- 41.18% |
$177K - $188K
|
9.64K
$255K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.55K- 25.21% |
$67.1K - $71K
|
7.57K
$201K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-83.4K- 90.05% |
$2.05M - $2.26M
|
9.21K
$244K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.9K- 55.51% |
$268K - $295K
|
8.72K
$231K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.93K- 24.92% |
$72.1K - $79.4K
|
8.82K
$234K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-12.1KClosed |
$324K - $353K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.57K- 16.6% |
$41.8K - $45.5K
|
7.86K
$208K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1KClosed |
$26.7K - $29.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-205Closed |
$5.47K - $5.96K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 48.72% |
$507 - $552
|
20
$530
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-25.7KClosed |
$741K - $784K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-232Closed |
$6.7K - $7.09K
|
0
$0
|
|
| Q4 2021 | |||||||
|
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
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-18.5KClosed |
$585K - $603K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.29KClosed |
$230K - $237K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300Closed |
$9.47K - $9.76K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-58.4KClosed |
$1.84M - $1.93M
|
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
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.5KClosed |
$361K - $379K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.64KClosed |
$209K - $218K
|
0
$0
|
|