Spdr Bloomberg Short Term in (BWZ)

CUSIP: 78464A334 | NYSE | 278 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Financial Management Professionals, Inc.957,783

2.4% of portfolio$25.7M

Walkner Condon Financial Advisors LLC287,707

0.8% of portfolio$7.7M

Blvd Private Wealth, LLC232,319

4.6% of portfolio$6.2M

LAM Group, Inc.216,861

2.9% of portfolio$5.8M

DMC Group, LLC210,144

3.9% of portfolio$5.6M

Creative Planning149,615

0.0% of portfolio$4.0M

CFG Wealth Management Services, Inc.112,855

2.8% of portfolio$3.0M

Patriot Financial Group Insurance Agency, LLC103,979

0.3% of portfolio$2.8M

Commonwealth Equity Services, LLC97,755

0.0% of portfolio$2.6M

Evergreen Capital Management LLC90,323

0.0% of portfolio$2.4M

Studio Investment Management LLC81,264

0.4% of portfolio$2.2M

Master's Wealth Management Inc.36,962

0.3% of portfolio$990.1K

Park Edge Advisors, LLC32,141

0.2% of portfolio$861.0K

Lunt Capital Management, Inc.23,284

0.2% of portfolio$623.7K

Fiduciary Financial Group, LLC12,057

0.0% of portfolio$323.0K

Csenge Advisory Group9,988

0.0% of portfolio$267.5K

Martin Capital Partners, LLC9,799

0.1% of portfolio$262.5K

Farther Finance Advisors, LLC2,557

0.0% of portfolio$68.5K

LFA - Lugano Financial Advisors SA1,731

0.0% of portfolio$46.4K

Creative Financial Designs Inc1,042

0.0% of portfolio$27.9K

Assetmark, Inc437

0.0% of portfolio$11.7K

Elevated Capital Advisors, LLC158

0.0% of portfolio$4.2K

Caldwell Trust Co125

0.0% of portfolio$3.3K

0.0% of portfolio$27

				Style	Turnover	Location	Filed
Financial Management Professionals, Inc.	957,783	$25.7M	2.4%	ETF	Medium	Austin, TX	2026-10-23
Walkner Condon Financial Advisors LLC	287,707	$7.7M	0.8%	ETF	Low	Verona, WI	2026-11-02
Blvd Private Wealth, LLC	232,319	$6.2M	4.6%	Core	Medium	Prospect, KY	2026-10-14
LAM Group, Inc.	216,861	$5.8M	2.9%	ETF	Very Low	Lake Oswego, OR	2026-10-26
DMC Group, LLC	210,144	$5.6M	3.9%	Core	Medium	Birmingham, AL	2026-10-26
Creative Planning	149,615	$4.0M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
CFG Wealth Management Services, Inc.	112,855	$3.0M	2.8%	ETF	Low	Indianapolis, XX	2026-10-21
Patriot Financial Group Insurance Agency, LLC	103,979	$2.8M	0.3%	Growth	Low	Walpole, MA	2026-10-14
Commonwealth Equity Services, LLC	97,755	$2.6M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Evergreen Capital Management LLC	90,323	$2.4M	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Studio Investment Management LLC	81,264	$2.2M	0.4%	ETF	Low	Chicago, IL	2026-10-22
Master's Wealth Management Inc.	36,962	$990.1K	0.3%	ETF	Medium	Lancaster, PA	2026-10-22
Park Edge Advisors, LLC	32,141	$861.0K	0.2%	Core	Medium	Cleveland, OH	2026-10-28
Lunt Capital Management, Inc.	23,284	$623.7K	0.2%	ETF	Low	Holladay, UT	2026-10-30
Fiduciary Financial Group, LLC	12,057	$323.0K	0.0%	ETF	Low	San Rafael, CA	2026-10-13
Csenge Advisory Group	9,988	$267.5K	0.0%	ETF	Medium	Clearwater, FL	2026-11-04
Martin Capital Partners, LLC	9,799	$262.5K	0.1%	Yield	Low	Eugene, OR	2026-10-07
Farther Finance Advisors, LLC	2,557	$68.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08
LFA - Lugano Financial Advisors SA	1,731	$46.4K	0.0%	ETF	Low	Lugano, Switzerland	2026-11-03
Creative Financial Designs Inc	1,042	$27.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Assetmark, Inc	437	$11.7K	0.0%	ETF	Low	Concord, CA	2026-10-21
Elevated Capital Advisors, LLC	158	$4.2K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Caldwell Trust Co	125	$3.3K	0.0%	Growth	Low	Venice, FL	2026-10-30
Eastern Bank	1	$27	0.0%	Growth	Medium	Boston, MA	2026-10-05