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 298 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
198,943
shares
|
$19.8 Million
3.7% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
191,323
shares
|
$19 Million
4.91% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
181,239
shares
|
$18 Million
0.01% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
172,723
shares
|
$17.2 Million
0.08% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
166,238
shares
|
$16.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
164,099
shares
|
$16.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 73.08%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
142,431
shares
|
$14.2 Million
0.08% of portfolio
|
Q2 2025
Added 37.25%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
140,079
shares
|
$13.9 Million
10.2% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
135,483
shares
|
$13.5 Million
4.42% of portfolio
|
Q1 2025
Added 120.77%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
129,678
shares
|
$12.9 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
129,475
shares
|
$12.9 Million
0.01% of portfolio
|
Q2 2025
Added 19.43%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
127,671
shares
|
$12.7 Million
6.21% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
126,120
shares
|
$12.5 Million
0.03% of portfolio
|
Q2 2025
Added 82.75%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
123,761
shares
|
$12.3 Million
2.23% of portfolio
|
Q2 2025
Added 36.38%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
121,631
shares
|
$12.1 Million
8.02% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
120,933
shares
|
$12 Million
6.84% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
120,750
shares
|
$12 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
120,402
shares
|
$12 Million
7.08% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
118,378
shares
|
$11.8 Million
2.58% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
117,034
shares
|
$11.6 Million
2.07% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
112,300
shares
|
$11.2 Million
9.7% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
112,105
shares
|
$11.1 Million
9.34% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jul 25, 2025 Q2 2025 |
111,071
shares
|
$11 Million
6.17% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
107,823
shares
|
$10.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
106,711
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 298.61%
|