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 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-24.8K- 9.95% |
$2.45M - $2.47M
|
224K
$22.3M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-26.6K- 29.5% |
$2.64M - $2.65M
|
63.6K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-28.4K- 13.88% |
$2.81M - $2.82M
|
176K
$17.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-29.2K- 24.19% |
$2.9M - $2.91M
|
91.6K
$9.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-38.6K- 73.84% |
$3.82M - $3.84M
|
13.7K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-41.7K- 36.75% |
$4.13M - $4.15M
|
71.7K
$7.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-41.7K- 93.43% |
$4.13M - $4.15M
|
2.93K
$291K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-48.6K- 67.57% |
$4.81M - $4.83M
|
23.3K
$2.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-48.9K- 37.98% |
$4.84M - $4.87M
|
79.8K
$7.93M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-52.4K- 3.02% |
$5.19M - $5.22M
|
1.68M
$167M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-58.7K- 63.04% |
$5.82M - $5.85M
|
34.4K
$3.42M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-71.2K- 96.42% |
$7.05M - $7.08M
|
2.64K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-73.5K- 56.88% |
$7.28M - $7.31M
|
55.7K
$5.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-90.7K- 40.74% |
$8.98M - $9.03M
|
132K
$13.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-94.2K- 48.98% |
$9.33M - $9.37M
|
98.1K
$9.74M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-118K- 99.05% |
$11.7M - $11.8M
|
1.14K
$113K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-123K- 59.19% |
$12.2M - $12.3M
|
85K
$8.44M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-145K- 7.36% |
$14.4M - $14.5M
|
1.83M
$182M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-182KClosed |
$18M - $18.1M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-192K- 28.6% |
$19M - $19.1M
|
479K
$47.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-214K- 35.5% |
$21.2M - $21.3M
|
388K
$38.6M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-249K- 39.62% |
$24.7M - $24.8M
|
379K
$37.7M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-259K- 45.56% |
$25.6M - $25.7M
|
309K
$30.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-330K- 54.61% |
$32.7M - $32.8M
|
274K
$27.2M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.11M- 94.62% |
$110M - $110M
|
62.9K
$6.25M
|