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 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
$5.52M
|
|
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
$9.72M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-123K- 59.19% |
$12.2M - $12.3M
|
85K
$8.42M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-145K- 7.36% |
$14.4M - $14.5M
|
1.83M
$181M
|
|
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
$47.5M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-214K- 35.5% |
$21.2M - $21.3M
|
388K
$38.5M
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-249K- 39.62% |
$24.7M - $24.8M
|
379K
$37.6M
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-259K- 45.56% |
$25.6M - $25.7M
|
309K
$30.6M
|
|
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
$6.24M
|