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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.12KNew |
$310K - $311K
|
3.12K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.99K+ 7.4% |
$297K - $298K
|
43.4K
$4.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.92K+ 2.28% |
$290K - $291K
|
131K
$13M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 3.46% |
$281K - $282K
|
84.7K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81K+ 12.16% |
$278K - $279K
|
25.9K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.79K+ 6.9% |
$277K - $278K
|
43.3K
$4.3M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2.79K+ 1.69% |
$276K - $277K
|
168K
$16.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.56KNew |
$254K - $255K
|
2.56K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.54KNew |
$251K - $252K
|
2.54K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.53K+ 36.33% |
$250K - $251K
|
9.48K
$942K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$248K - $249K
|
2.5K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.5KNew |
$248K - $249K
|
2.5K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.41KNew |
$239K - $240K
|
2.41K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.31K+ 35.97% |
$229K - $230K
|
8.74K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.27KNew |
$225K - $226K
|
2.27K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.22K+ 6.06% |
$220K - $220K
|
38.8K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.02KNew |
$201K - $201K
|
2.02K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.02K+ 66.0% |
$200K - $201K
|
5.08K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2K+ 15.08% |
$199K - $199K
|
15.3K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.81K+ 79.14% |
$179K - $180K
|
4.09K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.74K+ 41.77% |
$172K - $173K
|
5.89K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.66KNew |
$165K - $165K
|
1.66K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.64K+ 47.89% |
$163K - $163K
|
5.07K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.6K+ 2.37% |
$158K - $159K
|
69K
$6.86M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.51K+ 124.94% |
$150K - $150K
|
2.72K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.38K+ 12.05% |
$137K - $137K
|
12.8K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.15K+ 8.38% |
$114K - $114K
|
14.9K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 2.44% |
$105K - $105K
|
44.3K
$4.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1K+ 5.99% |
$99.2K - $99.5K
|
17.7K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
963+ 3.77% |
$95.5K - $95.8K
|
26.5K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
950+ 11.12% |
$94.2K - $94.5K
|
9.49K
$944K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
895+ 2.96% |
$88.7K - $89.1K
|
31.1K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
867+ 13.63% |
$86K - $86.3K
|
7.23K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
773+ 30.27% |
$76.7K - $76.9K
|
3.33K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
718+ 13.82% |
$71.2K - $71.5K
|
5.91K
$588K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
694+ 29.91% |
$68.8K - $69.1K
|
3.01K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
656+ 4.63% |
$65K - $65.3K
|
14.8K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
548+ 4.61% |
$54.3K - $54.5K
|
12.4K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
517+ 3.97% |
$51.3K - $51.5K
|
13.6K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
427+ 2.53% |
$42.3K - $42.5K
|
17.3K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
420+ 2.93% |
$41.6K - $41.8K
|
14.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
411+ 3.68% |
$40.8K - $40.9K
|
11.6K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
260+ 0.85% |
$25.8K - $25.9K
|
30.7K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
221New |
$21.9K - $22K
|
221
$22K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
203New |
$20.1K - $20.2K
|
203
$20.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
180+ 4.67% |
$17.8K - $17.9K
|
4.04K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
174+ 49.86% |
$17.3K - $17.3K
|
523
$52K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
173+ 4.71% |
$17.2K - $17.2K
|
3.84K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
140+ 6.41% |
$13.9K - $13.9K
|
2.32K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
121+ 0.9% |
$12K - $12K
|
13.5K
$1.34M
|