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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
559New |
$55.4K - $55.6K
|
559
$55.5K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
538+ 5.65% |
$53.3K - $53.5K
|
10.1K
$999K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
435+ 1.81% |
$43.1K - $43.3K
|
24.5K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
348+ 0.69% |
$34.5K - $34.6K
|
50.5K
$5.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
305+ 4.49% |
$30.2K - $30.4K
|
7.1K
$705K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
268New |
$26.5K - $26.7K
|
268
$26.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
260New |
$25.8K - $25.9K
|
260
$25.8K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
250+ 3.3% |
$24.8K - $24.9K
|
7.83K
$777K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
214+ 0.87% |
$21.2K - $21.3K
|
24.8K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
200+ 2.37% |
$19.8K - $19.9K
|
8.65K
$859K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
144+ 5.77% |
$14.3K - $14.3K
|
2.64K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
140+ 0.93% |
$13.9K - $13.9K
|
15.2K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
133+ 886.67% |
$13.2K - $13.2K
|
148
$14.7K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
113+ 1.51% |
$11.2K - $11.2K
|
7.62K
$756K
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
100+ 2.32% |
$9.91K - $9.95K
|
4.41K
$438K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
92+ 2.92% |
$9.11K - $9.16K
|
3.24K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
63+ 63.0% |
$6.24K - $6.27K
|
163
$16.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
47+ 0.53% |
$4.66K - $4.68K
|
8.96K
$890K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
36+ 0.86% |
$3.57K - $3.58K
|
4.23K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
28+ 0.05% |
$2.77K - $2.79K
|
51.4K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.78K - $1.79K
|
18
$1.79K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9+ 0.44% |
$891 - $896
|
2.03K
$202K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9New |
$891 - $896
|
9
$894
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$99.1 - $99.5
|
1
$99.3
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-22- 0.17% |
$2.18K - $2.19K
|
13.1K
$1.3M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 13.89% |
$2.48K - $2.49K
|
155
$15.4K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 0.94% |
$3.96K - $3.98K
|
4.24K
$421K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-41- 3.64% |
$4.06K - $4.08K
|
1.09K
$108K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 16.17% |
$8.12K - $8.16K
|
425
$42.2K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-101- 1.61% |
$10K - $10.1K
|
6.19K
$615K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-119- 11.9% |
$11.8K - $11.8K
|
881
$87.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 39.17% |
$14K - $14K
|
219
$21.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-203- 3.1% |
$20.1K - $20.2K
|
6.34K
$630K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-250- 3.46% |
$24.8K - $24.9K
|
6.97K
$692K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-268- 6.97% |
$26.5K - $26.7K
|
3.58K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-436- 11.96% |
$43.2K - $43.4K
|
3.21K
$319K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-503- 6.74% |
$49.8K - $50.1K
|
6.96K
$691K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-548- 14.39% |
$54.3K - $54.5K
|
3.26K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-642- 77.07% |
$63.6K - $63.9K
|
191
$19K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-700- 16.57% |
$69.3K - $69.7K
|
3.52K
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-734- 2.19% |
$72.7K - $73.1K
|
32.8K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-756- 13.86% |
$74.9K - $75.2K
|
4.7K
$467K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-775- 22.79% |
$76.8K - $77.1K
|
2.63K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-799- 28.26% |
$79.1K - $79.5K
|
2.03K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-800- 94.01% |
$79.2K - $79.6K
|
51
$5.07K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-865- 21.88% |
$85.7K - $86.1K
|
3.09K
$307K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-867- 7.09% |
$85.9K - $86.3K
|
11.4K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-886- 10.54% |
$87.8K - $88.2K
|
7.52K
$747K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-972- 11.43% |
$96.3K - $96.7K
|
7.53K
$748K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-1.24K- 0.67% |
$123K - $123K
|
183K
$18.2M
|