BWZ Institutional Ownership
SPDR Bloomberg Short Term International Treasury Bond ETF
1W: -0.6%
1M: -1.6%
3M: +0.0%
YTD: -1.8%
1Y: -3.4%
3Y: +9.6%
5Y: -8.2%
$26.71
+0.07 (+0.26%)
Weekly Expected Move ±0.8%
$26
$27
$27
$27
$27
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BWZ
83
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
186M
Total Invested
9
New Positions
27
Increased
32
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (88 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Quent Capital, LLC | 1,163,836 | $31M | +47,782 | +4.3% | 19Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC NEW | 859,973 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Checchi Capital Advisers, LLC | 618,247 | $17M | -22,631 | -3.5% | 24Q | SEC ↗ |
| 4 | Cresset Asset Management, LLC | 304,464 | $8M | -5,296 | -1.7% | 5Q | SEC ↗ |
| 5 | Walkner Condon Financial Advisors LLC | 274,306 | $7M | +21,739 | +8.6% | 24Q | SEC ↗ |
| 6 | LAM GROUP, INC. | 264,206 | $7M | +44,606 | +20.3% | 3Q | SEC ↗ |
| 7 | UBS Group AG | 262,757 | $7M | +69,767 | +36.2% | 47Q | SEC ↗ |
| 8 | Empowered Funds, LLC NEW | 236,428 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 9 | IEQ CAPITAL, LLC | 224,699 | $6M | — | +0.0% | 5Q | SEC ↗ |
| 10 | BLVD Private Wealth, LLC | 221,479 | $6M | +13,506 | +6.5% | 2Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 214,512 | $6M | +1,641 | +0.8% | 64Q | SEC ↗ |
| 12 | DMC Group, LLC | 199,152 | $5M | +21,096 | +11.8% | 5Q | SEC ↗ |
| 13 | MORGAN STANLEY | 162,110 | $4M | +537 | +0.3% | 60Q | SEC ↗ |
| 14 | Creative Planning | 136,069 | $4M | +7,259 | +5.6% | 23Q | SEC ↗ |
| 15 | Clarity Asset Management, Inc. | 133,731 | $4M | -42,994 | -24.3% | 5Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 123,852 | $3M | +11,475 | +10.2% | 32Q | SEC ↗ |
| 17 | CFG Wealth Management Services, Inc. | 113,466 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 18 | Patriot Financial Group Insurance Agen | 102,347 | $3M | -89,077 | -46.5% | 5Q | SEC ↗ |
| 19 | Quantinno Capital Management LP | 99,925 | $3M | -1,107 | -1.1% | 6Q | SEC ↗ |
| 20 | LPL Financial LLC | 99,563 | $3M | +87,106 | +699.3% | 5Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 99,478 | $3M | +1,269 | +1.3% | 35Q | SEC ↗ |
| 22 | EVERGREEN CAPITAL MANAGEMENT LLC | 86,641 | $2M | -144,119 | -62.5% | 2Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 85,508 | $2M | -26,814 | -23.9% | 26Q | SEC ↗ |
| 24 | STUDIO INVESTMENT MANAGEMENT LLC | 76,055 | $2M | +3,544 | +4.9% | 6Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 67,162 | $2M | -22,125 | -24.8% | 15Q | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 66,365 | $2M | -43,048 | -39.3% | 5Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 60,278 | $2M | -5,815 | -8.8% | 6Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 48,070 | $1M | +14,475 | +43.1% | 37Q | SEC ↗ |
| 29 | Park Edge Advisors, LLC | 47,048 | $1M | -391 | -0.8% | 3Q | SEC ↗ |
| 30 | MASTER'S WEALTH MANAGEMENT INC. | 46,424 | $1M | -9,403 | -16.8% | 7Q | SEC ↗ |
| 31 | Legacy Wealth Asset Management, LLC | 30,582 | $817K | +905 | +3.0% | 23Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 29,870 | $798K | -5,522 | -15.6% | 68Q | SEC ↗ |
| 33 | Cerity Partners OCIO LLC | 26,371 | $704K | -5,995 | -18.5% | 3Q | SEC ↗ |
| 34 | Belpointe Asset Management LLC | 26,079 | $697K | -1,769 | -6.4% | 5Q | SEC ↗ |
| 35 | NerdWallet Wealth Partners, LLC | 23,421 | $626K | +3,185 | +15.7% | 2Q | SEC ↗ |
| 36 | Lunt Capital Management, Inc. | 23,020 | $615K | +215 | +0.9% | 13Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 21,658 | $578K | -15,027 | -41.0% | 2Q | SEC ↗ |
| 38 | Palisades Hudson Asset Management, L.P | 21,259 | $568K | +1,144 | +5.7% | 44Q | SEC ↗ |
| 39 | SATOVSKY ASSET MANAGEMENT LLC | 20,335 | $543K | +108 | +0.5% | 5Q | SEC ↗ |
| 40 | LEAVELL INVESTMENT MANAGEMENT, INC. | 18,649 | $498K | +2,784 | +17.5% | 29Q | SEC ↗ |
| 41 | Haverford Trust Co | 18,439 | $493K | — | +0.0% | 5Q | SEC ↗ |
| 42 | Empirical Asset Management, LLC | 18,397 | $491K | +3,654 | +24.8% | 3Q | SEC ↗ |
| 43 | HighTower Advisors, LLC NEW | 17,477 | $467K | — | +0.0% | 1Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV | 17,353 | $463K | -1,779 | -9.3% | 30Q | SEC ↗ |
| 45 | Pinnacle Financial Partners, Inc. | 15,884 | $424K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Financial Management Professionals, In | 14,726 | $393K | -901,144 | -98.4% | 14Q | SEC ↗ |
| 47 | Purpose Unlimited Inc. | 13,505 | $361K | -568 | -4.0% | 3Q | SEC ↗ |
| 48 | FIDUCIARY FINANCIAL GROUP, LLC | 12,282 | $328K | — | +0.0% | 4Q | SEC ↗ |
| 49 | Csenge Advisory Group | 11,071 | $296K | +3,316 | +42.8% | 2Q | SEC ↗ |
| 50 | Destination Wealth Management NEW | 10,287 | $275K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 859,973 | $23M |
| Empowered Funds, LLC | 236,428 | $6M |
| HighTower Advisors, LLC | 17,477 | $467K |
| Destination Wealth Management | 10,287 | $275K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2 | 7,748 | $207K |
| Janney Montgomery Scott LLC | 7,519 | $201K |
| Integrated Wealth Concepts LLC | 308 | $8K |
| Global Retirement Partners, LLC | 111 | $3K |
| FIDUCIARY FINANCIAL ADVISORS | 8 | $0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RMG Wealth Management LLC | 3,062,058 | $82M |
| Matthew Goff Investment Advisor, LL | 564,750 | $15M |
| JANE STREET GROUP, LLC | 269,336 | $7M |
| AMERIPRISE FINANCIAL INC | 109,288 | $3M |
| GTS SECURITIES LLC | 97,567 | $3M |
| Almanack Investment Partners, LLC. | 81,729 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 63,353 | $2M |
| AVALON CAPITAL MANAGEMENT | 51,535 | $1M |
| Trademark Financial Management, LLC | 16,401 | $438K |
| Ethos Financial Group, LLC | 14,008 | $374K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 9,718 | $260K |
| TWO SIGMA SECURITIES, LLC | 8,078 | $216K |
| Inlight Wealth Management, LLC | 3,189 | $85K |
| NATIONAL BANK OF CANADA /FI | 1,706 | $46K |
| MONTAG A & ASSOCIATES INC | 1,696 | $45K |
| Legacy Wealth Managment, LLC/ID | 27 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +87,106 | +699.3% | 99,563 |
| UBS Group AG | +69,767 | +36.2% | 262,757 |
| Quent Capital, LLC | +47,782 | +4.3% | 1,163,836 |
| LAM GROUP, INC. | +44,606 | +20.3% | 264,206 |
| Walkner Condon Financial Advisors L | +21,739 | +8.6% | 274,306 |
| DMC Group, LLC | +21,096 | +11.8% | 199,152 |
| MML INVESTORS SERVICES, LLC | +14,475 | +43.1% | 48,070 |
| BLVD Private Wealth, LLC | +13,506 | +6.5% | 221,479 |
| ENVESTNET ASSET MANAGEMENT INC | +11,475 | +10.2% | 123,852 |
| Creative Planning | +7,259 | +5.6% | 136,069 |
| Empirical Asset Management, LLC | +3,654 | +24.8% | 18,397 |
| STUDIO INVESTMENT MANAGEMENT LLC | +3,544 | +4.9% | 76,055 |
| Csenge Advisory Group | +3,316 | +42.8% | 11,071 |
| NerdWallet Wealth Partners, LLC | +3,185 | +15.7% | 23,421 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | +2,784 | +17.5% | 18,649 |
| ROYAL BANK OF CANADA | +1,641 | +0.8% | 214,512 |
| HRT FINANCIAL LP | +1,396 | +17.2% | 9,489 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,269 | +1.3% | 99,478 |
| Palisades Hudson Asset Management, | +1,144 | +5.7% | 21,259 |
| Legacy Wealth Asset Management, LLC | +905 | +3.0% | 30,582 |