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 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.28K- 2.5% |
$127K - $127K
|
49.8K
$4.95M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.43K- 19.53% |
$141K - $142K
|
5.87K
$583K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.44K- 40.83% |
$143K - $144K
|
2.09K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.6K- 27.06% |
$159K - $160K
|
4.32K
$429K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 37.39% |
$174K - $175K
|
2.94K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.82K- 31.24% |
$181K - $181K
|
4.01K
$399K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.03K- 28.9% |
$201K - $202K
|
4.99K
$496K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.04K- 6.32% |
$202K - $203K
|
30.2K
$3M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.18K- 13.22% |
$216K - $217K
|
14.3K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.2K- 5.37% |
$218K - $219K
|
38.7K
$3.85M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.21K- 75.18% |
$219K - $220K
|
730
$72.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.31K- 66.83% |
$229K - $230K
|
1.15K
$114K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.44K- 52.26% |
$242K - $243K
|
2.23K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.7K- 4.55% |
$267K - $268K
|
56.5K
$5.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-3.16K- 26.06% |
$313K - $314K
|
8.97K
$890K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.44K- 10.31% |
$341K - $343K
|
29.9K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.48K- 23.74% |
$344K - $346K
|
11.2K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.49K- 10.07% |
$345K - $347K
|
31.1K
$3.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.76K- 13.77% |
$372K - $374K
|
23.5K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.9K- 48.14% |
$386K - $388K
|
4.2K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.99K- 3.49% |
$395K - $397K
|
110K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.13K- 14.61% |
$409K - $411K
|
24.2K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.19K- 30.89% |
$415K - $417K
|
9.36K
$930K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.41K- 17.92% |
$437K - $439K
|
20.2K
$2.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.51K- 66.67% |
$447K - $449K
|
2.26K
$224K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-5.69K- 56.05% |
$563K - $566K
|
4.46K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.36K- 8.52% |
$630K - $633K
|
68.2K
$6.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.6K- 17.88% |
$654K - $657K
|
30.3K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.11K- 26.94% |
$704K - $708K
|
19.3K
$1.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.6K- 20.9% |
$753K - $756K
|
28.8K
$2.86M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-8.14K- 9.21% |
$807K - $810K
|
80.3K
$7.98M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.15K- 16.17% |
$808K - $811K
|
42.3K
$4.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.69K- 10.35% |
$860K - $865K
|
75.3K
$7.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8.77K- 42.51% |
$869K - $873K
|
11.9K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.84K- 75.49% |
$875K - $880K
|
2.87K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9.36K- 19.82% |
$927K - $931K
|
37.8K
$3.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-9.66K- 41.52% |
$957K - $962K
|
13.6K
$1.35M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.77K- 21.25% |
$968K - $973K
|
36.2K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.3K- 1.37% |
$1.02M - $1.03M
|
739K
$73.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-10.4K- 8.59% |
$1.03M - $1.03M
|
111K
$11M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10.4K- 43.03% |
$1.03M - $1.04M
|
13.8K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-13.5K- 4.39% |
$1.34M - $1.34M
|
294K
$29.2M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-14.6K- 81.93% |
$1.45M - $1.45M
|
3.22K
$320K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.6K- 81.93% |
$1.45M - $1.45M
|
3.22K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.8K- 7.46% |
$1.47M - $1.47M
|
184K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17K- 13.52% |
$1.68M - $1.69M
|
108K
$10.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.1K- 9.61% |
$1.7M - $1.7M
|
161K
$16M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-19.4K- 12.52% |
$1.92M - $1.93M
|
136K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-20.8K- 82.78% |
$2.06M - $2.07M
|
4.32K
$429K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.3K- 38.14% |
$2.11M - $2.12M
|
34.6K
$3.44M
|