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 263 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
191,323
shares
|
$19 Million
4.91% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
187,410
shares
|
$18.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
167,345
shares
|
$16.6 Million
1.33% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
165,048
shares
|
$16.4 Million
13.68% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
160,238
shares
|
$15.9 Million
6.17% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
143,418
shares
|
$14.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
140,072
shares
|
$13.9 Million
0.05% of portfolio
|
Q4 2024
Added 83.53%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
128,224
shares
|
$12.8 Million
0.74% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
121,689
shares
|
$12.1 Million
2.51% of portfolio
|
Q4 2024
Added 26.34%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
121,496
shares
|
$12.1 Million
1.26% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
121,237
shares
|
$12.1 Million
10.38% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
119,674
shares
|
$11.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
115,626
shares
|
$11.5 Million
2.13% of portfolio
|
Q4 2024
Reduced 29.58%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
113,227
shares
|
$11.3 Million
7.08% of portfolio
|
Q4 2024
Added 49.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
111,934
shares
|
$11.1 Million
0.07% of portfolio
|
Q4 2024
Added 18.44%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
111,905
shares
|
$11.1 Million
7.35% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
111,774
shares
|
$11.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 64.59%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
107,030
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
105,167
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
104,906
shares
|
$10.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 37.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
103,097
shares
|
$10.3 Million
0.1% of portfolio
|
Q4 2024
Added 52.12%
|
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
98,845
shares
|
$9.83 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
98,311
shares
|
$9.78 Million
2.12% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
97,996
shares
|
$9.75 Million
6.18% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
92,480
shares
|
$9.2 Million
6.43% of portfolio
|
Q4 2024
Added 10.58%
|