Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
286K+ 149.27% |
$28.3M - $28.5M
|
478K
$47.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 10.5% |
$15.6M - $15.6M
|
1.65M
$164M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
135K+ 444.85% |
$13.4M - $13.4M
|
165K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
115KNew |
$11.4M - $11.4M
|
115K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
114K+ 1560.25% |
$11.3M - $11.4M
|
121K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
70.9KNew |
$7.02M - $7.05M
|
70.9K
$7.04M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
69.2K+ 15.34% |
$6.86M - $6.89M
|
520K
$51.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
67.8KNew |
$6.72M - $6.75M
|
67.8K
$6.74M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
60.6K+ 15.48% |
$6.01M - $6.04M
|
452K
$44.9M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.2K+ 16.02% |
$5.27M - $5.3M
|
386K
$38.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.1K+ 20112.85% |
$4.96M - $4.98M
|
50.3K
$5M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
45.6K+ 1478.52% |
$4.51M - $4.54M
|
48.7K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 210.93% |
$4.24M - $4.26M
|
63.1K
$6.27M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.5K+ 5.77% |
$4.21M - $4.23M
|
779K
$77.4M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
42.5K+ 28.82% |
$4.21M - $4.23M
|
190K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.6KNew |
$4.12M - $4.14M
|
41.6K
$4.13M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39.4K+ 87.73% |
$3.91M - $3.93M
|
84.4K
$8.38M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.3K+ 47.98% |
$3.5M - $3.52M
|
109K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.4K+ 9.5% |
$3.31M - $3.33M
|
386K
$38.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
32.7K+ 25.72% |
$3.24M - $3.26M
|
160K
$15.9M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.4K+ 561.8% |
$2.81M - $2.83M
|
33.5K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
25.3K+ 387.87% |
$2.5M - $2.51M
|
31.8K
$3.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
24K+ 11.88% |
$2.38M - $2.39M
|
226K
$22.5M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
24K+ 211.87% |
$2.38M - $2.39M
|
35.4K
$3.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.1K+ 55.9% |
$2.29M - $2.3M
|
64.5K
$6.41M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
22.9K+ 25.95% |
$2.27M - $2.28M
|
111K
$11M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 9.09% |
$2.18M - $2.19M
|
265K
$26.3M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
20.3K+ 9.03% |
$2.01M - $2.02M
|
245K
$24.4M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.9KNew |
$1.97M - $1.98M
|
19.9K
$1.97M
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
19.5K+ 398.98% |
$1.93M - $1.94M
|
24.4K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.6K+ 89.04% |
$1.75M - $1.75M
|
37.4K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.4K+ 24.98% |
$1.72M - $1.73M
|
86.9K
$8.63M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17.1K+ 49.45% |
$1.69M - $1.7M
|
51.6K
$5.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$1.65M - $1.66M
|
16.6K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 13.53% |
$1.62M - $1.63M
|
137K
$13.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16KNew |
$1.58M - $1.59M
|
16K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
15.5KNew |
$1.54M - $1.54M
|
15.5K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
14.6K+ 412.3% |
$1.44M - $1.45M
|
18.1K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.6K+ 20.78% |
$1.34M - $1.35M
|
78.9K
$7.84M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.9K+ 327.01% |
$1.28M - $1.28M
|
16.9K
$1.67M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.8KNew |
$1.17M - $1.17M
|
11.8K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
11.7KNew |
$1.16M - $1.16M
|
11.7K
$1.16M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11K+ 387.69% |
$1.09M - $1.09M
|
13.8K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$991K - $996K
|
10K
$994K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.99K+ 6.54% |
$990K - $995K
|
163K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.71K+ 68.11% |
$962K - $967K
|
24K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.22KNew |
$913K - $918K
|
9.22K
$916K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.86KNew |
$877K - $882K
|
8.86K
$880K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.28KNew |
$821K - $825K
|
8.28K
$823K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.26K+ 59.01% |
$818K - $822K
|
22.3K
$2.21M
|