SPDR SERIES TRUST - BLOOMBERG SHORT (BWZ)

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / BLOOMBERG SHORT
Total 13F shares
5,044,771
Share change
+69,194
Total reported value
$138,225,474
Price per share
$27.40
Number of holders
35
Value change
+$2,445,925
Number of buys
16
Number of sells
18

Institutional Holders of SPDR SERIES TRUST - BLOOMBERG SHORT (BWZ) as of Q4 2023

As of 31 Dec 2023, SPDR SERIES TRUST - BLOOMBERG SHORT (BWZ) was held by 35 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,044,771 shares. The largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, Checchi Capital Advisers, LLC, Quent Capital, LLC, Financial Management Professionals, Inc., Walkner Condon Financial Advisors LLC, COMMONWEALTH EQUITY SERVICES, LLC, Creative Planning, MML INVESTORS SERVICES, LLC, and Elmwood Wealth Management, Inc.. This page lists 36 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.