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
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.61K- 17.11% |
$160K - $160K
|
7.79K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.77K- 31.89% |
$176K - $176K
|
3.78K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-1.84K- 22.48% |
$183K - $183K
|
6.35K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.88K- 32.92% |
$186K - $187K
|
3.83K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.91K- 12.99% |
$190K - $190K
|
12.8K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2K- 17.69% |
$198K - $199K
|
9.31K
$925K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.37K- 7.2% |
$235K - $236K
|
30.5K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.46K- 1.08% |
$244K - $245K
|
225K
$22.4M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-2.49K- 8.93% |
$247K - $248K
|
25.4K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.5K- 52.99% |
$248K - $249K
|
2.22K
$221K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3K- 2.14% |
$297K - $298K
|
137K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-3.03K- 46.85% |
$300K - $302K
|
3.44K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.33K- 18.58% |
$331K - $332K
|
14.6K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.56K- 5.86% |
$353K - $355K
|
57.3K
$5.7M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.88K- 65.31% |
$385K - $386K
|
2.06K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-3.97K- 19.04% |
$394K - $395K
|
16.9K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.03K- 28.52% |
$399K - $401K
|
10.1K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.22K- 3.48% |
$418K - $420K
|
117K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-4.73K- 58.55% |
$469K - $471K
|
3.35K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.9K- 19.14% |
$486K - $488K
|
20.7K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.41K- 13.51% |
$635K - $637K
|
41K
$4.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.04K- 8.69% |
$698K - $701K
|
73.9K
$7.35M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-8.11K- 12.77% |
$804K - $807K
|
55.4K
$5.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-8.21K- 1.31% |
$814K - $817K
|
618K
$61.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-8.56K- 35.3% |
$848K - $851K
|
15.7K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.1K- 14.25% |
$1.2M - $1.2M
|
72.7K
$7.23M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.4K- 40.5% |
$1.23M - $1.23M
|
18.2K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-12.7K- 77.63% |
$1.26M - $1.27M
|
3.66K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.8K- 44.88% |
$1.66M - $1.67M
|
20.6K
$2.05M
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-19.6K- 19.8% |
$1.94M - $1.95M
|
79.3K
$7.88M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-21.2K- 53.3% |
$2.1M - $2.11M
|
18.6K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-23.3K- 36.35% |
$2.31M - $2.32M
|
40.8K
$4.06M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-24.6K- 82.61% |
$2.44M - $2.45M
|
5.18K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-24.7K- 87.22% |
$2.45M - $2.46M
|
3.63K
$360K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-24.9K- 21.52% |
$2.47M - $2.48M
|
90.7K
$9.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-25.4K- 90.34% |
$2.52M - $2.53M
|
2.72K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-26.3K- 16.02% |
$2.61M - $2.62M
|
138K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-28.1K- 60.85% |
$2.79M - $2.8M
|
18.1K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-31.7K- 4.95% |
$3.14M - $3.16M
|
609K
$60.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-35.2K- 18.81% |
$3.49M - $3.51M
|
152K
$15.1M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-46.1K- 96.68% |
$4.57M - $4.59M
|
1.58K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.2K- 3.41% |
$4.98M - $5M
|
1.42M
$141M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-50.5K- 45.19% |
$5.01M - $5.03M
|
61.3K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-61.8K- 58.89% |
$6.13M - $6.15M
|
43.1K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-116K- 72.43% |
$11.5M - $11.6M
|
44.2K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-191K- 52.41% |
$18.9M - $19M
|
173K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-244K- 29.8% |
$24.2M - $24.3M
|
576K
$57.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.29M- 98.99% |
$425M - $427M
|
43.6K
$4.33M
|