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Spdr Bloomberg Short Term in (BWZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Financial Management Professionals, Inc.
INCREASED
Shares957,783 from 14,726
Change+943,057 (+6404%)
Value$25.7M (+$25.3M)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
INCREASED
Shares287,707 from 274,306
Change+13,401 (+5%)
Value$7.7M (+$368.2K)
Filed 2026-11-02
Blvd Private Wealth, LLC
INCREASED
Shares232,319 from 221,479
Change+10,840 (+5%)
Value$6.2M (+$298.6K)
Filed 2026-10-14
LAM Group, Inc.
DECREASED
Shares216,861 from 264,206
Change-47,345 (-18%)
Value$5.8M (-$1.3M)
Filed 2026-10-26
DMC Group, LLC
INCREASED
Shares210,144 from 199,152
Change+10,992 (+6%)
Value$5.6M (+$301.8K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares149,615 from 136,069
Change+13,546 (+10%)
Value$4.0M (+$367.9K)
Filed 2026-11-02
CFG Wealth Management Services, Inc.
DECREASED
Shares112,855 from 113,466
Change-611 (-1%)
Value$3.0M (-$76.5K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares103,979 from 102,347
Change+1,632 (+2%)
Value$2.8M (+$47.5K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares97,755 from 99,478
Change-1,723 (-2%)
Value$2.6M (-$42.5K)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares90,323 from 86,641
Change+3,682 (+4%)
Value$2.4M (+$101.8K)
Filed 2026-10-23
Studio Investment Management LLC
INCREASED
Shares81,264 from 76,055
Change+5,209 (+7%)
Value$2.2M (+$142.3K)
Filed 2026-10-22
Master's Wealth Management Inc.
DECREASED
Shares36,962 from 46,424
Change-9,462 (-20%)
Value$990.1K (-$251.8K)
Filed 2026-10-22
Park Edge Advisors, LLC
DECREASED
Shares32,141 from 47,048
Change-14,907 (-32%)
Value$861.0K (-$397.6K)
Filed 2026-10-28
Lunt Capital Management, Inc.
INCREASED
Shares23,284 from 23,020
Change+264 (+1%)
Value$623.7K (+$7.9K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
DECREASED
Shares12,057 from 12,282
Change-225 (-2%)
Value$323.0K (-$5.6K)
Filed 2026-10-13
Csenge Advisory Group
DECREASED
Shares9,988 from 11,071
Change-1,083 (-10%)
Value$267.5K (-$28.6K)
Filed 2026-11-04
Martin Capital Partners, LLC
INCREASED
Shares9,799 from 9,632
Change+167 (+2%)
Value$262.5K (+$4.8K)
Filed 2026-10-07
Fifth Third Bancorp
INCREASED
Shares4,998 from 4,991
Change+7 (+0%)
Value$133.9K (+$371)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares2,557 from 79
Change+2,478 (+3137%)
Value$68.5K (+$66.4K)
Filed 2026-10-08
LFA - Lugano Financial Advisors SA
DECREASED
Shares1,731 from 7,271
Change-5,540 (-76%)
Value$46.4K (-$137.2K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares1,042 from 1,036
Change+6 (+1%)
Value$27.9K (+$190)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares437 from 440
Change-3 (-1%)
Value$11.7K (-$64)
Filed 2026-10-21
Elevated Capital Advisors, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$4.2K (+$6)
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.3K (+$4)
Filed 2026-10-30
Eastern Bank
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$27 ($0)
Filed 2026-10-05
Clarity Asset Management, Inc.
CLOSED
Shares0 from 133,731
Change-133,731 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-14
Legacy Wealth Asset Management, LLC
CLOSED
Shares0 from 30,582
Change-30,582 (-100%)
Value$0 (-$818.1K)
Filed 2026-10-09
Quent Capital, LLC
N/A
Shares— from 1,163,836
Change-1,163,836 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 859,973
Change-859,973 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 618,247
Change-618,247 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 304,464
Change-304,464 (-100%)
Value—
UBS Group AG
N/A
Shares— from 262,757
Change-262,757 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 236,428
Change-236,428 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 224,699
Change-224,699 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 214,513
Change-214,513 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 162,110
Change-162,110 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 123,852
Change-123,852 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 99,925
Change-99,925 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 99,563
Change-99,563 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 85,508
Change-85,508 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 67,162
Change-67,162 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 66,365
Change-66,365 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,278
Change-60,278 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,070
Change-48,070 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 29,870
Change-29,870 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 26,371
Change-26,371 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 26,079
Change-26,079 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 23,421
Change-23,421 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 22,300
Change-22,300 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,658
Change-21,658 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 21,259
Change-21,259 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 20,335
Change-20,335 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 18,649
Change-18,649 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 18,439
Change-18,439 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 18,397
Change-18,397 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,477
Change-17,477 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,353
Change-17,353 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 15,884
Change-15,884 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 13,505
Change-13,505 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 10,287
Change-10,287 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,489
Change-9,489 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,519
Change-7,519 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 368
Change-368 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
FMR LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8
Change-8 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Financial Management Professionals, Inc.
INCREASED957,78314,726+943,057+6404%$394.0K$25.7M+$25.3M2026-10-23
Walkner Condon Financial Advisors LLC
INCREASED287,707274,306+13,401+5%$7.3M$7.7M+$368.2K2026-11-02
Blvd Private Wealth, LLC
INCREASED232,319221,479+10,840+5%$5.9M$6.2M+$298.6K2026-10-14
LAM Group, Inc.
DECREASED216,861264,206-47,345-18%$7.1M$5.8M-$1.3M2026-10-26
DMC Group, LLC
INCREASED210,144199,152+10,992+6%$5.3M$5.6M+$301.8K2026-10-26
Creative Planning
INCREASED149,615136,069+13,546+10%$3.6M$4.0M+$367.9K2026-11-02
CFG Wealth Management Services, Inc.
DECREASED112,855113,466-611-1%$3.1M$3.0M-$76.5K2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED103,979102,347+1,632+2%$2.7M$2.8M+$47.5K2026-10-14
Commonwealth Equity Services, LLC
DECREASED97,75599,478-1,723-2%$2.7M$2.6M-$42.5K2026-11-02
Evergreen Capital Management LLC
INCREASED90,32386,641+3,682+4%$2.3M$2.4M+$101.8K2026-10-23
Studio Investment Management LLC
INCREASED81,26476,055+5,209+7%$2.0M$2.2M+$142.3K2026-10-22
Master's Wealth Management Inc.
DECREASED36,96246,424-9,462-20%$1.2M$990.1K-$251.8K2026-10-22
Park Edge Advisors, LLC
DECREASED32,14147,048-14,907-32%$1.3M$861.0K-$397.6K2026-10-28
Lunt Capital Management, Inc.
INCREASED23,28423,020+264+1%$615.8K$623.7K+$7.9K2026-10-30
Fiduciary Financial Group, LLC
DECREASED12,05712,282-225-2%$328.5K$323.0K-$5.6K2026-10-13
Csenge Advisory Group
DECREASED9,98811,071-1,083-10%$296.1K$267.5K-$28.6K2026-11-04
Martin Capital Partners, LLC
INCREASED9,7999,632+167+2%$257.7K$262.5K+$4.8K2026-10-07
Fifth Third Bancorp
INCREASED4,9984,991+7+0%$133.5K$133.9K+$3712026-11-05
Farther Finance Advisors, LLC
INCREASED2,55779+2,478+3137%$2.1K$68.5K+$66.4K2026-10-08
LFA - Lugano Financial Advisors SA
DECREASED1,7317,271-5,540-76%$183.6K$46.4K-$137.2K2026-11-03
Creative Financial Designs Inc
INCREASED1,0421,036+6+1%$27.7K$27.9K+$1902026-11-04
Assetmark, Inc
DECREASED437440-3-1%$11.8K$11.7K-$642026-10-21
Elevated Capital Advisors, LLC
UNCHANGED15815800%$4.2K$4.2K+$62026-11-04
Caldwell Trust Co
UNCHANGED12512500%$3.3K$3.3K+$42026-10-30
Eastern Bank
UNCHANGED1100%$27$27$02026-10-05
Clarity Asset Management, Inc.
CLOSED0133,731-133,731-100%$3.6M$0-$3.6M2026-10-14
Legacy Wealth Asset Management, LLC
CLOSED030,582-30,582-100%$818.1K$0-$818.1K2026-10-09
Quent Capital, LLC
N/A—1,163,836-1,163,836-100%$31.1M———
Goldman Sachs Group Inc
N/A—859,973-859,973-100%$23.0M———
Checchi Capital Advisers, LLC
N/A—618,247-618,247-100%$16.5M———
Cresset Asset Management, LLC
N/A—304,464-304,464-100%$8.1M———
UBS Group AG
N/A—262,757-262,757-100%$7.0M———
Empowered Funds, LLC
N/A—236,428-236,428-100%$6.3M———
IEQ Capital, LLC
N/A—224,699-224,699-100%$6.0M———
Royal Bank of Canada
N/A—214,513-214,513-100%$5.7M———
Morgan Stanley
N/A—162,110-162,110-100%$4.3M———
Envestnet Asset Management Inc
N/A—123,852-123,852-100%$3.3M———
Quantinno Capital Management LP
N/A—99,925-99,925-100%$2.7M———
LPL Financial LLC
N/A—99,563-99,563-100%$2.7M———
Osaic Holdings, Inc.
N/A—85,508-85,508-100%$2.3M———
Bank of America Corp
N/A—67,162-67,162-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—66,365-66,365-100%$1.8M———
Cetera Investment Advisers
N/A—60,278-60,278-100%$1.6M———
MML Investors Services, LLC
N/A—48,070-48,070-100%$1.3M———
Wells Fargo & Company
N/A—29,870-29,870-100%$799.0K———
Cerity Partners Ocio LLC
N/A—26,371-26,371-100%$705.4K———
Belpointe Asset Management LLC
N/A—26,079-26,079-100%$697.6K———
NerdWallet Wealth Partners, LLC
N/A—23,421-23,421-100%$626.5K———
DF Dent & Co Inc
N/A—22,300-22,300-100%$596.5K———
Citadel Advisors LLC
N/A—21,658-21,658-100%$579.4K———
Palisades Hudson Asset Management, L.P.
N/A—21,259-21,259-100%$569.0K———
Satovsky Asset Management LLC
N/A—20,335-20,335-100%$544.0K———
Leavell Investment Management, Inc.
N/A—18,649-18,649-100%$498.9K———
Haverford Trust Co
N/A—18,439-18,439-100%$493.2K———
Empirical Asset Management, LLC
N/A—18,397-18,397-100%$492.1K———
HighTower Advisors, LLC
N/A—17,477-17,477-100%$467.5K———
Mercer Global Advisors Inc
N/A—17,353-17,353-100%$464.2K———
Pinnacle Financial Partners, Inc.
N/A—15,884-15,884-100%$424.9K———
Purpose Unlimited Inc.
N/A—13,505-13,505-100%$367.1K———
Destination Wealth Management
N/A—10,287-10,287-100%$275.2K———
HRT Financial LP
N/A—9,489-9,489-100%$253.0K———
Cerity Partners LLC
N/A—7,950-7,950-100%$212.7K———
TRU Independence Asset Management 2, LLC
N/A—7,748-7,748-100%$207.3K———
Janney Montgomery Scott LLC
N/A—7,519-7,519-100%$201.0K———
Allworth Financial LP
N/A—2,710-2,710-100%$72.5K———
Northwestern Mutual Wealth Management Co
N/A—368-368-100%$9.9K———
Cardiff Park Advisors, LLC
N/A—325-325-100%$8.7K———
Transamerica Financial Advisors, LLC
N/A—314-314-100%$8.4K———
Smartleaf Asset Management LLC
N/A—168-168-100%$4.5K———
FMR LLC
N/A—113-113-100%$3.0K———
Global Retirement Partners, LLC
N/A—111-111-100%$3.0K———
Fiduciary Financial Advisors
N/A—8-8-100%$187———
Huntington National Bank
N/A—2-2-100%$54———
Showing 73 of 73 institutions