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 290 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
3,625
shares
|
$360,470
0.2% of portfolio
|
Q1 2025
Reduced 87.22%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
3,607
shares
|
$358,680
0.19% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,568
shares
|
$354,801
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
3,438
shares
|
$341,874
0.24% of portfolio
|
Q1 2025
Reduced 46.85%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
3,430
shares
|
$341,079
0.15% of portfolio
|
Q4 2024
Reduced 22.26%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
3,348
shares
|
$332,925
0.31% of portfolio
|
Q1 2025
Reduced 58.55%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
3,327
shares
|
$330,836
0.05% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
3,327
shares
|
$330,836
0.23% of portfolio
|
Q1 2025
Added 30.27%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,240
shares
|
$322,185
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
3,122
shares
|
$310,451
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
3,066
shares
|
$304,883
0.04% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
3,020
shares
|
$300,308
0.03% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
3,014
shares
|
$299,712
0.05% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
2,888
shares
|
$287,182
0.28% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
2,888
shares
|
$287,182
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,721
shares
|
$270,576
0.02% of portfolio
|
Q1 2025
Reduced 90.34%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
2,715
shares
|
$269,979
0.09% of portfolio
|
Q1 2025
Added 124.94%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,562
shares
|
$254,765
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
2,547
shares
|
$253,273
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
2,536
shares
|
$252,179
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
2,517
shares
|
$250,290
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,500
shares
|
$248,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
2,500
shares
|
$248,600
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,475
shares
|
$246,114
0.04% of portfolio
|
Q2 2023
Reduced 52.68%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
2,416
shares
|
$240,247
0.16% of portfolio
|
Q1 2025
Reduced 51.97%
|