Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG 3-12 MONTH T-BI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
859K+ 253.89% |
$85.2M - $85.6M
|
1.2M
$119M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
797K+ 431.25% |
$79M - $79.4M
|
982K
$97.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
637K+ 156.02% |
$63.2M - $63.5M
|
1.05M
$104M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
412KNew |
$40.8M - $41M
|
412K
$40.9M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
231KNew |
$22.9M - $23M
|
231K
$22.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
208KNew |
$20.6M - $20.7M
|
208K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
188K+ 168.86% |
$18.6M - $18.7M
|
299K
$29.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
181KNew |
$17.9M - $18M
|
181K
$18M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
163KNew |
$16.2M - $16.2M
|
163K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
152KNew |
$15.1M - $15.1M
|
152K
$15.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
143KNew |
$14.1M - $14.2M
|
143K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
141KNew |
$13.9M - $14M
|
141K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
138K+ 466.54% |
$13.7M - $13.7M
|
168K
$16.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
132K+ 407.33% |
$13.1M - $13.2M
|
165K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
132K+ 121.24% |
$13M - $13.1M
|
240K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 97.05% |
$12.7M - $12.7M
|
260K
$25.8M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
122KNew |
$12.1M - $12.2M
|
122K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106KNew |
$10.5M - $10.5M
|
106K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
104KNew |
$10.3M - $10.4M
|
104K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
89.8KNew |
$8.9M - $8.94M
|
89.8K
$8.91M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
89.3K+ 592.89% |
$8.85M - $8.9M
|
104K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
83.5KNew |
$8.28M - $8.32M
|
83.5K
$8.29M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
80.9KNew |
$8.02M - $8.06M
|
80.9K
$8.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
80.5KNew |
$7.98M - $8.02M
|
80.5K
$8M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
65.1KNew |
$6.45M - $6.48M
|
65.1K
$6.46M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
61.4K+ 36.25% |
$6.09M - $6.12M
|
231K
$22.9M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
60.4KNew |
$5.99M - $6.02M
|
60.4K
$6M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
60.4KNew |
$5.99M - $6.02M
|
60.4K
$6M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
59.4KNew |
$5.89M - $5.91M
|
59.4K
$5.9M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
57.4KNew |
$5.69M - $5.71M
|
57.4K
$5.7M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
55.8KNew |
$5.53M - $5.56M
|
55.8K
$5.54M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
53.4KNew |
$5.29M - $5.32M
|
53.4K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
49KNew |
$4.85M - $4.88M
|
49K
$4.86M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
44.5KNew |
$4.41M - $4.43M
|
44.5K
$4.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.7K+ 1992.66% |
$4.04M - $4.06M
|
42.8K
$4.25M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
37.2KNew |
$3.69M - $3.7M
|
37.2K
$3.69M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
35.4K+ 106.71% |
$3.51M - $3.52M
|
68.5K
$6.8M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
34.6KNew |
$3.43M - $3.45M
|
34.6K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.4KNew |
$2.82M - $2.83M
|
28.4K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.8K+ 77.03% |
$2.65M - $2.67M
|
61.5K
$6.11M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23K+ 127.78% |
$2.28M - $2.29M
|
41K
$4.07M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.5KNew |
$2.23M - $2.25M
|
22.5K
$2.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.6KNew |
$2.15M - $2.16M
|
21.6K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.6KNew |
$2.14M - $2.15M
|
21.6K
$2.14M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
21.3KNew |
$2.12M - $2.13M
|
21.3K
$2.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
17.4K+ 2.68% |
$1.73M - $1.74M
|
667K
$66.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 32.88% |
$1.7M - $1.71M
|
69.5K
$6.9M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.5K+ 208.32% |
$1.63M - $1.64M
|
24.4K
$2.42M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
16KNew |
$1.58M - $1.59M
|
16K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14.2K+ 110.79% |
$1.41M - $1.42M
|
27.1K
$2.69M
|