Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
685K+ 819.98% |
$67.8M - $68.1M
|
768K
$76.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
616K+ 18221.47% |
$61M - $61.3M
|
619K
$61.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
537KNew |
$53.2M - $53.5M
|
537K
$53.4M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
478KNew |
$47.3M - $47.5M
|
478K
$47.4M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
478KNew |
$47.3M - $47.5M
|
478K
$47.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
450K+ 187.28% |
$44.6M - $44.8M
|
690K
$68.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
325K+ 31.09% |
$32.2M - $32.4M
|
1.37M
$136M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
312K+ 479.78% |
$30.9M - $31.1M
|
377K
$37.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
285K+ 1716.83% |
$28.3M - $28.4M
|
302K
$30M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
268KNew |
$26.6M - $26.7M
|
268K
$26.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
228KNew |
$22.6M - $22.7M
|
228K
$22.7M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
227KNew |
$22.5M - $22.6M
|
227K
$22.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
209KNew |
$20.8M - $20.8M
|
209K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150K+ 57.67% |
$14.8M - $14.9M
|
409K
$40.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
144K+ 14.65% |
$14.3M - $14.3M
|
1.13M
$112M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
101K+ 205.32% |
$9.96M - $10M
|
149K
$14.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
96.2K+ 948.79% |
$9.53M - $9.57M
|
106K
$10.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
96.1K+ 258.5% |
$9.52M - $9.57M
|
133K
$13.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
94.6KNew |
$9.37M - $9.41M
|
94.6K
$9.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
91.1KNew |
$9.02M - $9.06M
|
91.1K
$9.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89.6K+ 209.56% |
$8.88M - $8.92M
|
132K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
78.2KNew |
$7.75M - $7.79M
|
78.2K
$7.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
77.4K+ 325.45% |
$7.67M - $7.7M
|
101K
$10M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
61.3KNew |
$6.07M - $6.1M
|
61.3K
$6.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60K+ 472.4% |
$5.94M - $5.97M
|
72.7K
$7.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
51.2K+ 31.41% |
$5.07M - $5.1M
|
214K
$21.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
45.7KNew |
$4.52M - $4.55M
|
45.7K
$4.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
42.7KNew |
$4.23M - $4.25M
|
42.7K
$4.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
42.4KNew |
$4.2M - $4.22M
|
42.4K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
41.7KNew |
$4.13M - $4.15M
|
41.7K
$4.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
40.7K+ 70.92% |
$4.03M - $4.05M
|
98K
$9.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
40.7K+ 1953.75% |
$4.03M - $4.05M
|
42.8K
$4.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
40.3KNew |
$3.99M - $4.01M
|
40.3K
$4M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39.2KNew |
$3.88M - $3.9M
|
39.2K
$3.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
38.7K+ 1490.19% |
$3.84M - $3.86M
|
41.3K
$4.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
35.3KNew |
$3.5M - $3.51M
|
35.3K
$3.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.3K+ 55.8% |
$3.4M - $3.41M
|
95.8K
$9.51M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
33.1KNew |
$3.28M - $3.29M
|
33.1K
$3.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.4K+ 16.35% |
$2.71M - $2.73M
|
195K
$19.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
27.1KNew |
$2.69M - $2.7M
|
27.1K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.8K+ 8.64% |
$2.56M - $2.57M
|
325K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
24.7K+ 9666.41% |
$2.45M - $2.46M
|
25K
$2.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
24.5K+ 35.81% |
$2.43M - $2.44M
|
93K
$9.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.4K+ 99.06% |
$2.12M - $2.13M
|
43K
$4.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 93.51% |
$2.09M - $2.1M
|
43.6K
$4.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9K+ 73.42% |
$2.07M - $2.08M
|
49.3K
$4.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
20.7K+ 237.14% |
$2.05M - $2.06M
|
29.4K
$2.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20.7KNew |
$2.05M - $2.06M
|
20.7K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
19K+ 10.51% |
$1.88M - $1.89M
|
200K
$19.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.7K+ 20.8% |
$1.85M - $1.86M
|
108K
$10.8M
|