Institutional Ownership Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
65,807
shares
|
$1.79 Million
0.37% of portfolio
|
Q3 2025
Added 30.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
56,957
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 79.83%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
54,300
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
51,486
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
43,117
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
41,940
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 78.3%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
40,398
shares
|
$1.1 Million
0.65% of portfolio
|
Q3 2025
Added 66.49%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
39,237
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 36.96%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
35,690
shares
|
$972,552
0.1% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
28,614
shares
|
$779,731
0.22% of portfolio
|
Q4 2025
Added 4.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
28,560
shares
|
$778,260
0.0% of portfolio
|
Q3 2025
Reduced 81.49%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
23,081
shares
|
$628,957
0.25% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
20,027
shares
|
$545,735
0.11% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
19,489
shares
|
$531,075
0.2% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,605
shares
|
$479,736
0.0% of portfolio
|
Q3 2025
Reduced 72.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
15,366
shares
|
$418,723
0.0% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
14,890
shares
|
$405,752
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
14,018
shares
|
$381,990
0.05% of portfolio
|
Q4 2025
Added 54.69%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
12,273
shares
|
$334,439
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
10,558
shares
|
$287,705
0.01% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
10,395
shares
|
$283,263
0.11% of portfolio
|
Q4 2025
Reduced 8.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
10,132
shares
|
$276,097
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
9,718
shares
|
$264,815
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,515
shares
|
$259,283
0.0% of portfolio
|
Q3 2025
Reduced 93.84%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
9,300
shares
|
$253,425
0.0% of portfolio
|
Q2 2025
New holding
|
|