Purchases and Sales Made in Q4 2025 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG SHORT TERM INTE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
216KNew |
$5.85M - $6.01M
|
216K
$5.89M
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
53.1K+ 47.19% |
$1.44M - $1.47M
|
165K
$4.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
48KNew |
$1.3M - $1.33M
|
48K
$1.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.2K+ 6.47% |
$384K - $394K
|
233K
$6.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14KNew |
$379K - $389K
|
14K
$382K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
9.72KNew |
$263K - $270K
|
9.72K
$265K
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.76K+ 9.1% |
$210K - $216K
|
93K
$2.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.96K+ 54.69% |
$134K - $138K
|
14K
$382K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.26K+ 4.59% |
$34K - $34.9K
|
28.6K
$780K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 259.09% |
$1.54K - $1.58K
|
79
$2.15K
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-324- 1.4% |
$8.77K - $9K
|
22.8K
$620K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-902- 41.21% |
$24.4K - $25.1K
|
1.29K
$35.1K
|
|
|
Jan 06, 2026
Q4 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-925- 8.17% |
$25K - $25.7K
|
10.4K
$283K
|
|
|
Jan 21, 2026
Q4 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-230K- 76.72% |
$6.23M - $6.39M
|
69.8K
$1.9M
|
|