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 237 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
184,427
shares
|
$18.3 Million
15.14% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
179,133
shares
|
$17.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
172,127
shares
|
$17.1 Million
0.9% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
166,932
shares
|
$16.6 Million
0.24% of portfolio
|
Q3 2024
Added 235.91%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
164,199
shares
|
$16.3 Million
3.02% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
161,869
shares
|
$16.1 Million
3.11% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
156,659
shares
|
$15.6 Million
0.65% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
150,678
shares
|
$15 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
142,186
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Added 60.89%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
125,559
shares
|
$12.5 Million
11.3% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
118,131
shares
|
$11.7 Million
0.66% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
115,727
shares
|
$11.5 Million
7.11% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
111,488
shares
|
$11.1 Million
1.4% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
107,189
shares
|
$10.6 Million
1.17% of portfolio
|
Q3 2024
Added 31.29%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
105,109
shares
|
$10.4 Million
0.45% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
104,255
shares
|
$10.4 Million
2.3% of portfolio
|
Q3 2024
Reduced 33.22%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
98,701
shares
|
$9.8 Million
3.32% of portfolio
|
Q3 2024
Added 102.33%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
96,316
shares
|
$9.57 Million
2.1% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
94,771
shares
|
$9.41 Million
4.63% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
94,504
shares
|
$9.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
93,667
shares
|
$9.3 Million
0.22% of portfolio
|
Q3 2024
Added 241.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
93,204
shares
|
$9.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.95%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
91,969
shares
|
$9.14 Million
1.94% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
91,309
shares
|
$9.07 Million
0.23% of portfolio
|
Q3 2024
Reduced 25.49%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
89,929
shares
|
$8.93 Million
0.95% of portfolio
|
Q3 2024
Reduced 6.11%
|