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 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
120+ 1.13% |
$11.9K - $11.9K
|
10.7K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
108+ 4.77% |
$10.7K - $10.7K
|
2.37K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
106+ 3.58% |
$10.5K - $10.5K
|
3.07K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$9.92K - $9.95K
|
100
$9.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
74+ 0.74% |
$7.34K - $7.36K
|
10.1K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 8.26% |
$4.76K - $4.78K
|
629
$62.5K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
41New |
$4.07K - $4.08K
|
41
$4.08K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.7% |
$2.88K - $2.89K
|
4.17K
$415K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
22+ 0.27% |
$2.18K - $2.19K
|
8.23K
$818K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
20+ 111.11% |
$1.98K - $1.99K
|
38
$3.78K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9+ 0.25% |
$892 - $896
|
3.61K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$793 - $796
|
8
$796
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7New |
$694 - $697
|
7
$696
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-33- 1.62% |
$3.27K - $3.28K
|
2K
$199K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-51- 8.78% |
$5.06K - $5.08K
|
530
$52.7K
|
|
|
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
$967K
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-69- 3.06% |
$6.84K - $6.87K
|
2.19K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83- 0.79% |
$8.23K - $8.26K
|
10.4K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-91- 2.66% |
$9.02K - $9.06K
|
3.33K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-104- 81.25% |
$10.3K - $10.4K
|
24
$2.39K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-114- 1.21% |
$11.3K - $11.3K
|
9.29K
$924K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-116- 3.86% |
$11.5K - $11.5K
|
2.89K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-131- 1.98% |
$13K - $13K
|
6.49K
$645K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-225- 20.89% |
$22.3K - $22.4K
|
852
$84.7K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-240- 0.41% |
$23.8K - $23.9K
|
57.6K
$5.73M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-250- 3.39% |
$24.8K - $24.9K
|
7.14K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-263- 10.22% |
$26.1K - $26.2K
|
2.31K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-343- 0.39% |
$34K - $34.1K
|
88.3K
$8.78M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-370- 13.6% |
$36.7K - $36.8K
|
2.35K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 0.7% |
$39.7K - $39.8K
|
56.5K
$5.62M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-465- 4.05% |
$46.1K - $46.3K
|
11K
$1.1M
|
|
|
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
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-625- 1.87% |
$62K - $62.2K
|
32.8K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-680- 18.38% |
$67.4K - $67.7K
|
3.02K
$300K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-714- 7.15% |
$70.8K - $71.1K
|
9.27K
$921K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-743- 12.85% |
$73.7K - $73.9K
|
5.04K
$501K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-795- 4.09% |
$78.8K - $79.1K
|
18.7K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-885- 15.83% |
$87.8K - $88.1K
|
4.71K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-924- 11.01% |
$91.6K - $92K
|
7.47K
$743K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.1K- 15.32% |
$109K - $109K
|
6.08K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.12K- 0.92% |
$111K - $111K
|
121K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.16K- 3.24% |
$115K - $116K
|
34.7K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 20.84% |
$116K - $116K
|
4.43K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.26K- 13.92% |
$125K - $125K
|
7.77K
$773K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.38K- 43.15% |
$137K - $138K
|
1.82K
$181K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.51K- 4.03% |
$150K - $151K
|
36K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.55K- 9.99% |
$154K - $154K
|
14K
$1.39M
|