Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.3M+ 11667.07% |
$426M - $428M
|
4.33M
$431M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
103K+ 1485.03% |
$10.2M - $10.2M
|
110K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
41.5K+ 85.49% |
$4.12M - $4.13M
|
90.1K
$8.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 249.17% |
$1.86M - $1.86M
|
26.2K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
8.39KNew |
$831K - $834K
|
8.39K
$833K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.85K+ 330.65% |
$779K - $782K
|
10.2K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.99KNew |
$694K - $696K
|
6.99K
$695K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
6.97KNew |
$691K - $694K
|
6.97K
$693K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.73K+ 136.47% |
$469K - $470K
|
8.19K
$814K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.53KNew |
$449K - $451K
|
4.53K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.24K+ 35.86% |
$321K - $322K
|
12.3K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.79K+ 6.9% |
$277K - $278K
|
43.3K
$4.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.56KNew |
$254K - $255K
|
2.56K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 2.44% |
$105K - $105K
|
44.3K
$4.4M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
950+ 11.12% |
$94.2K - $94.5K
|
9.49K
$943K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
548+ 4.61% |
$54.3K - $54.5K
|
12.4K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
427+ 2.53% |
$42.3K - $42.5K
|
17.3K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
260+ 0.85% |
$25.8K - $25.9K
|
30.7K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
173+ 4.71% |
$17.2K - $17.2K
|
3.84K
$382K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
20+ 111.11% |
$1.98K - $1.99K
|
38
$3.78K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-52- 50.49% |
$5.16K - $5.18K
|
51
$5.07K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-55- 0.56% |
$5.45K - $5.47K
|
9.73K
$966K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-91- 2.66% |
$9.02K - $9.06K
|
3.33K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-225- 20.89% |
$22.3K - $22.4K
|
852
$84.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-470- 2.34% |
$46.6K - $46.8K
|
19.6K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-530- 13.42% |
$52.6K - $52.7K
|
3.42K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-743- 12.85% |
$73.7K - $73.9K
|
5.04K
$501K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.38K- 43.15% |
$137K - $138K
|
1.82K
$181K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.37K- 7.2% |
$235K - $236K
|
30.5K
$3.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.61K- 51.97% |
$259K - $260K
|
2.42K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.85K- 30.1% |
$283K - $284K
|
6.62K
$658K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-3.97K- 19.04% |
$394K - $395K
|
16.9K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.04K- 8.69% |
$698K - $701K
|
73.9K
$7.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-8.21K- 1.31% |
$814K - $817K
|
618K
$61.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-8.56K- 35.3% |
$848K - $851K
|
15.7K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-25.4K- 90.34% |
$2.52M - $2.53M
|
2.72K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-46.1K- 96.68% |
$4.57M - $4.59M
|
1.58K
$157K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.29M- 98.99% |
$425M - $427M
|
43.6K
$4.33M
|