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 44 institutions that hold shares in the stock, with a total of 3.38 Million shares, which have been reported (via 13F filing form) to have a value of $87.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
4,496
shares
|
$117,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,290
shares
|
$111,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,811
shares
|
$73,226
0.0% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,000
shares
|
$52,100
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
938
shares
|
$24,434
0.0% of portfolio
|
Q4 2024
Reduced 44.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
790
shares
|
$20,579
0.0% of portfolio
|
Q2 2020
Reduced 72.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
325
shares
|
$8,466
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
190
shares
|
$4,949
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
168
shares
|
$4,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
99
shares
|
$2,578
0.0% of portfolio
|
Q4 2024
Added 73.68%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
99
shares
|
$2,578
0.0% of portfolio
|
Q4 2024
Reduced 28.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
82
shares
|
$2,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
81
shares
|
$2,110
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
27
shares
|
$703
0.0% of portfolio
|
Q4 2024
Reduced 76.32%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
27
shares
|
$703
0.0% of portfolio
|
Q4 2024
Reduced 76.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22
shares
|
$573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$78
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2
shares
|
$52
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q3 2024
New holding
|