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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,128
shares
|
$310,704
0.07% of portfolio
|
Q3 2024
Reduced 20.47%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
3,043
shares
|
$302,261
0.1% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
2,962
shares
|
$294,215
0.02% of portfolio
|
Q3 2024
Added 44.77%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,885
shares
|
$286,567
0.02% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,839
shares
|
$281,997
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,770
shares
|
$275,144
0.01% of portfolio
|
Q3 2024
Reduced 21.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,755
shares
|
$273,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,708
shares
|
$268,985
0.01% of portfolio
|
Q3 2024
Reduced 16.8%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,673
shares
|
$265,509
0.05% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,598
shares
|
$258,059
0.0% of portfolio
|
Q3 2024
Added 16.5%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
2,547
shares
|
$252,993
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
2,515
shares
|
$249,814
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,475
shares
|
$245,841
0.04% of portfolio
|
Q2 2023
Reduced 52.68%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,295
shares
|
$227,962
0.04% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
2,231
shares
|
$221,605
0.11% of portfolio
|
Q3 2024
Reduced 24.45%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,088
shares
|
$207,401
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,379
shares
|
$136,976
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,377
shares
|
$136,777
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,372
shares
|
$136,280
0.0% of portfolio
|
Q3 2024
Reduced 41.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,321
shares
|
$131,214
0.0% of portfolio
|
Q3 2024
Added 67.85%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
1,207
shares
|
$119,891
0.04% of portfolio
|
Q2 2024
Added 26.39%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,201
shares
|
$119,295
0.0% of portfolio
|
Q2 2024
Added 4.71%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$99,330
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
630
shares
|
$62,577
0.0% of portfolio
|
Q3 2024
Added 1160.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
576
shares
|
$57,214
0.05% of portfolio
|
Q3 2024
Reduced 9.0%
|