Institutional Ownership Spdr Bloomberg 3 12 Month T Bi (BILS)
This table provides information about the institutional ownership of Spdr Bloomberg 3 12 Month T Bi (BILS). We have compiled data on the 235 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,828,777
shares
|
$182 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.36%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,684,629
shares
|
$167 Million
0.81% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,654,282
shares
|
$164 Million
0.09% of portfolio
|
Q1 2024
Added 10.5%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 13, 2024 Q4 2023 |
1,170,653
shares
|
$116 Million
2.41% of portfolio
|
Q4 2023
Added 19.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
779,210
shares
|
$77.5 Million
0.18% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
739,300
shares
|
$73.5 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
682,188
shares
|
$67.8 Million
3.28% of portfolio
|
Q2 2023
Added 2.3%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
520,419
shares
|
$51.7 Million
1.32% of portfolio
|
Q1 2024
Added 15.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
479,307
shares
|
$47.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.6%
|
|
|
Sargent Investment Group, LLC
|
May 10, 2024 Q1 2024 |
452,318
shares
|
$45 Million
10.01% of portfolio
|
Q1 2024
Added 15.48%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
388,454
shares
|
$38.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
385,565
shares
|
$38.3 Million
0.01% of portfolio
|
Q1 2024
Added 9.5%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2024 Q1 2024 |
379,432
shares
|
$37.7 Million
1.42% of portfolio
|
Q1 2024
Reduced 39.62%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 02, 2024 Q1 2024 |
309,087
shares
|
$30.7 Million
3.45% of portfolio
|
Q1 2024
Reduced 45.56%
|
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
294,135
shares
|
$29.2 Million
0.47% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
274,262
shares
|
$27.3 Million
5.02% of portfolio
|
Q1 2024
Reduced 54.61%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
264,614
shares
|
$26.3 Million
0.04% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Pecaut & Co.
|
May 07, 2024 Q1 2024 |
245,198
shares
|
$24.4 Million
9.47% of portfolio
|
Q1 2024
Added 9.03%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Apr 18, 2024 Q1 2024 |
226,368
shares
|
$22.5 Million
6.11% of portfolio
|
Q1 2024
Added 11.88%
|
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
224,195
shares
|
$22.3 Million
1.36% of portfolio
|
Q1 2024
Reduced 9.95%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 22, 2024 Q4 2023 |
191,649
shares
|
$19 Million
10.31% of portfolio
|
Q4 2023
New holding
|
|
|
Tmd Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
189,905
shares
|
$18.9 Million
5.43% of portfolio
|
Q1 2024
Added 28.82%
|
|
|
Waldron Private Wealth LLC
|
May 09, 2024 Q1 2024 |
183,503
shares
|
$18.2 Million
0.83% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Ndwm LLC
La Jolla, CA |
Apr 19, 2024 Q1 2024 |
183,452
shares
|
$18.2 Million
16.61% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
181,905
shares
|
$18.1 Million
0.73% of portfolio
|
Q1 2024
Closed
|
|