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 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
18.7K+ 95.61% |
$1.85M - $1.86M
|
38.2K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
18.6K+ 94.81% |
$1.85M - $1.86M
|
38.3K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5K+ 102.84% |
$1.74M - $1.74M
|
34.6K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17K+ 6.6% |
$1.68M - $1.69M
|
274K
$27.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.9K+ 3849.27% |
$1.57M - $1.58M
|
16.3K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
15.6K+ 49.1% |
$1.55M - $1.56M
|
47.5K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
14.3K+ 67.41% |
$1.42M - $1.43M
|
35.6K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
12.3K+ 41.96% |
$1.22M - $1.23M
|
41.7K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
10.7K+ 4.17% |
$1.06M - $1.07M
|
268K
$26.7M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.5KNew |
$1.04M - $1.05M
|
10.5K
$1.05M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.5KNew |
$1.04M - $1.04M
|
10.5K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.4KNew |
$1.03M - $1.03M
|
10.4K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10.1K+ 11.12% |
$998K - $1M
|
101K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.7K+ 78.89% |
$962K - $966K
|
22K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
9.45K+ 2.58% |
$937K - $940K
|
376K
$37.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
8.39KNew |
$831K - $834K
|
8.39K
$834K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.13K+ 25.69% |
$806K - $809K
|
39.8K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.03K+ 7.78% |
$796K - $799K
|
111K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.01K+ 53.74% |
$794K - $797K
|
22.9K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8KNew |
$793K - $796K
|
8K
$796K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.85K+ 330.65% |
$779K - $782K
|
10.2K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.73K+ 7.86% |
$766K - $769K
|
106K
$10.5M
|
|
|
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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.95K+ 41.87% |
$689K - $691K
|
23.5K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.8KNew |
$674K - $677K
|
6.8K
$676K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
6.68K+ 80.46% |
$662K - $665K
|
15K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.38K+ 42.37% |
$632K - $635K
|
21.4K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.28K+ 5.55% |
$623K - $625K
|
120K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
6.09K+ 5.44% |
$604K - $606K
|
118K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.91K+ 166.86% |
$586K - $588K
|
9.45K
$939K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.37K+ 9.05% |
$532K - $534K
|
64.7K
$6.43M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
5.32K+ 0.48% |
$528K - $530K
|
1.11M
$110M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.32K+ 36.68% |
$528K - $530K
|
19.8K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
5.31K+ 5.42% |
$527K - $529K
|
103K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.1K+ 11.27% |
$506K - $507K
|
50.3K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.79KNew |
$474K - $476K
|
4.79K
$476K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.73K+ 136.47% |
$469K - $470K
|
8.19K
$814K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.61KNew |
$457K - $458K
|
4.61K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.59K+ 37.89% |
$455K - $457K
|
16.7K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.53KNew |
$449K - $451K
|
4.53K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4.28K+ 2.23% |
$424K - $426K
|
196K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.17KNew |
$414K - $415K
|
4.17K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.06KNew |
$403K - $404K
|
4.06K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.88K+ 139.28% |
$385K - $386K
|
6.67K
$663K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.73K+ 24.34% |
$369K - $371K
|
19K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.43K+ 46.16% |
$340K - $342K
|
10.9K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.27K+ 38.98% |
$324K - $326K
|
11.7K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.24K+ 35.86% |
$321K - $322K
|
12.3K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
3.13K+ 56.65% |
$311K - $312K
|
8.66K
$861K
|