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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
8.12K+ 18.51% |
$804K - $808K
|
52K
$5.16M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.09K+ 19.92% |
$802K - $805K
|
48.7K
$4.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
8.01K+ 304.99% |
$793K - $797K
|
10.6K
$1.06M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.92K+ 8.44% |
$784K - $788K
|
102K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7.83K+ 27.09% |
$776K - $779K
|
36.7K
$3.65M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.76K+ 157.84% |
$769K - $772K
|
12.7K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.44KNew |
$737K - $740K
|
7.44K
$739K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7.32K+ 5.5% |
$725K - $728K
|
140K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
7.1K+ 70.84% |
$703K - $707K
|
17.1K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.96K+ 15.16% |
$689K - $693K
|
52.9K
$5.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
6.58KNew |
$652K - $655K
|
6.58K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.71KNew |
$565K - $568K
|
5.71K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.31K+ 11.8% |
$526K - $528K
|
50.3K
$5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.18KNew |
$513K - $516K
|
5.18K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.45KNew |
$441K - $443K
|
4.45K
$442K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.35KNew |
$431K - $433K
|
4.35K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.33KNew |
$429K - $431K
|
4.33K
$430K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.98K+ 13.58% |
$395K - $397K
|
33.3K
$3.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$337K - $338K
|
3.4K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.21KNew |
$318K - $319K
|
3.21K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.85K+ 24.29% |
$282K - $284K
|
14.6K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.77KNew |
$274K - $275K
|
2.77K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.4K+ 18.48% |
$238K - $239K
|
15.4K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.4KNew |
$238K - $239K
|
2.4K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.34KNew |
$231K - $233K
|
2.34K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.28K+ 21.5% |
$225K - $226K
|
12.9K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.27KNew |
$225K - $226K
|
2.27K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.26K+ 34.01% |
$224K - $225K
|
8.91K
$885K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.07K+ 16.5% |
$205K - $206K
|
14.6K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 1.15% |
$204K - $205K
|
182K
$18.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.06KNew |
$204K - $205K
|
2.06K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
2.02KNew |
$200K - $201K
|
2.02K
$201K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.95K+ 32.36% |
$193K - $194K
|
7.98K
$792K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.9K+ 1.79% |
$188K - $189K
|
108K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.81K+ 32.27% |
$180K - $181K
|
7.44K
$739K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.81KNew |
$180K - $180K
|
1.81K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.65K+ 10.03% |
$164K - $164K
|
18.1K
$1.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.51K+ 6.34% |
$149K - $150K
|
25.3K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.47K+ 47.76% |
$146K - $146K
|
4.55K
$452K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$137K - $137K
|
1.38K
$137K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.33K+ 1.93% |
$132K - $132K
|
70.2K
$6.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.17K+ 53.37% |
$116K - $117K
|
3.37K
$334K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.09K+ 8.09% |
$108K - $108K
|
14.5K
$1.45M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.06K+ 2.28% |
$105K - $106K
|
47.7K
$4.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
927+ 36.04% |
$91.8K - $92.3K
|
3.5K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
863+ 0.66% |
$85.5K - $85.9K
|
132K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
775+ 35.05% |
$76.8K - $77.1K
|
2.99K
$297K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
582+ 105.05% |
$57.6K - $57.9K
|
1.14K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
582+ 105.05% |
$57.6K - $57.9K
|
1.14K
$113K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
579+ 15.55% |
$57.3K - $57.6K
|
4.3K
$427K
|