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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
8,394
shares
|
$228,736
0.12% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,941
shares
|
$216,392
0.0% of portfolio
|
Q3 2025
Reduced 45.29%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,519
shares
|
$204,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,626
shares
|
$153,308
0.0% of portfolio
|
Q2 2025
Added 31.14%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
3,189
shares
|
$86,900
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,189
shares
|
$59,650
0.0% of portfolio
|
Q3 2025
Reduced 99.93%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,818
shares
|
$49,540
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,696
shares
|
$46,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,021
shares
|
$27,822
0.0% of portfolio
|
Q3 2025
Reduced 57.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
790
shares
|
$21,527
0.0% of portfolio
|
Q2 2020
Reduced 72.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
363
shares
|
$9,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
325
shares
|
$8,856
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
185
shares
|
$5,041
0.0% of portfolio
|
Q3 2025
Reduced 77.95%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
168
shares
|
$4,578
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
125
shares
|
$3,406
0.0% of portfolio
|
Q4 2019
Added 555.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
99
shares
|
$2,697
0.0% of portfolio
|
Q3 2025
Reduced 96.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
81
shares
|
$2,207
0.0% of portfolio
|
Q3 2025
Reduced 75.38%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
81
shares
|
$2,207
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
27
shares
|
$735
0.0% of portfolio
|
Q4 2024
Reduced 76.32%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$735
0.0% of portfolio
|
Q4 2024
Reduced 76.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
22
shares
|
$599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2
shares
|
$54
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|