Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / BLOOMBERG SHORT
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
5,285,056
-
Shares change
-
+107,960
-
Total reported value, excl. options
-
$139,313,588
-
Value change
-
+$2,838,163
-
Number of buys
-
18
-
Number of sells
-
18
-
Price
-
$26.36
Institutional Holders of SPDR SERIES TRUST - BLOOMBERG SHORT (BWZ) as of Q1 2024
As of 31 Mar 2024 SPDR SERIES TRUST - BLOOMBERG SHORT (BWZ) had 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,285,056 shares of stock of the company.
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, Royal Bank of Canada, Elmwood Wealth Management, Inc., Creative Planning, and COMMONWEALTH EQUITY SERVICES, LLC.
This table shows 44 institutional shareholders of the security as of 31 Mar 2024.
| 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.