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 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
930+ 9.08% |
$92.2K - $92.6K
|
11.2K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
873+ 9.33% |
$86.5K - $87K
|
10.2K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
713+ 18.31% |
$70.7K - $71K
|
4.61K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
587+ 6.79% |
$58.2K - $58.5K
|
9.23K
$916K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
545New |
$54K - $54.3K
|
545
$54.1K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
482+ 62.6% |
$47.8K - $48K
|
1.25K
$124K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
421+ 1.8% |
$41.7K - $41.9K
|
23.8K
$2.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
407New |
$40.3K - $40.5K
|
407
$40.4K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
333+ 0.52% |
$33K - $33.2K
|
64.8K
$6.44M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
256New |
$25.4K - $25.5K
|
256
$25.4K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
156New |
$15.5K - $15.5K
|
156
$15.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
153New |
$15.2K - $15.2K
|
153
$15.2K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
120+ 28.24% |
$11.9K - $12K
|
545
$54.1K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
116New |
$11.5K - $11.6K
|
116
$11.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
110+ 36.67% |
$10.9K - $11K
|
410
$40.7K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
34+ 0.1% |
$3.37K - $3.39K
|
32.7K
$3.25M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$793 - $797
|
8
$795
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-380- 3.19% |
$37.7K - $37.9K
|
11.5K
$1.15M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-685- 6.79% |
$67.9K - $68.2K
|
9.41K
$935K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.1K- 21.0% |
$208K - $209K
|
7.9K
$785K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.25K- 98.13% |
$520K - $522K
|
100
$9.93K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.63K- 20.26% |
$856K - $860K
|
34K
$3.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-8.71K- 4.32% |
$864K - $868K
|
193K
$19.2M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.11K- 59.07% |
$903K - $907K
|
6.31K
$627K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-11.8K- 90.85% |
$1.17M - $1.18M
|
1.19K
$118K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 39.28% |
$1.24M - $1.24M
|
19.3K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.5K- 13.54% |
$1.24M - $1.25M
|
79.9K
$7.94M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.8K- 11.04% |
$1.76M - $1.77M
|
143K
$14.2M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-21.4K- 88.17% |
$2.12M - $2.13M
|
2.87K
$285K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-81.1K- 92.92% |
$8.04M - $8.08M
|
6.18K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-279K- 53.24% |
$27.6M - $27.7M
|
245K
$24.3M
|