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 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5K+ 91.07% |
$1.74M - $1.75M
|
36.8K
$3.66M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.1K+ 61.58% |
$1.6M - $1.6M
|
42.3K
$4.2M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
15.3K+ 2.3% |
$1.52M - $1.53M
|
682K
$67.7M
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13K+ 152.09% |
$1.29M - $1.3M
|
21.6K
$2.14M
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
12.9K+ 65.09% |
$1.28M - $1.28M
|
32.7K
$3.25M
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.8K+ 13.37% |
$1.07M - $1.07M
|
91.3K
$9.07M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$1.01M - $1.02M
|
10.2K
$1.02M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$1M - $1M
|
10.1K
$1M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.96KNew |
$987K - $992K
|
9.96K
$989K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.92K+ 22.38% |
$983K - $987K
|
54.2K
$5.39M
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8.03K+ 5.86% |
$795K - $799K
|
145K
$14.4M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.92KNew |
$784K - $788K
|
7.92K
$786K
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
7.79K+ 1.89% |
$772K - $775K
|
420K
$41.7M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.73KNew |
$766K - $770K
|
7.73K
$768K
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
7.69K+ 5.06% |
$762K - $766K
|
160K
$15.9M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.3KNew |
$723K - $726K
|
7.3K
$725K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.19K+ 216.09% |
$712K - $715K
|
10.5K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.08K+ 8.85% |
$701K - $704K
|
87K
$8.64M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.25KNew |
$620K - $622K
|
6.25K
$621K
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.22KNew |
$617K - $619K
|
6.22K
$618K
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
6.22KNew |
$617K - $619K
|
6.22K
$618K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.22KNew |
$616K - $619K
|
6.22K
$618K
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.22KNew |
$616K - $619K
|
6.22K
$618K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.15KNew |
$609K - $612K
|
6.15K
$611K
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
5.85K+ 9.02% |
$580K - $582K
|
70.7K
$7.02M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5.66K+ 476.6% |
$561K - $563K
|
6.85K
$680K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.41KNew |
$536K - $538K
|
5.41K
$537K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.38K+ 28.36% |
$533K - $535K
|
24.3K
$2.42M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.16K+ 26.77% |
$511K - $513K
|
24.4K
$2.43M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.83KNew |
$479K - $481K
|
4.83K
$480K
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
4.79K+ 198.22% |
$475K - $477K
|
7.21K
$716K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.73K+ 74.87% |
$468K - $470K
|
11K
$1.1M
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
4.54KNew |
$449K - $451K
|
4.54K
$451K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.21KNew |
$417K - $419K
|
4.21K
$418K
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.18KNew |
$414K - $416K
|
4.18K
$415K
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.07KNew |
$403K - $405K
|
4.07K
$404K
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.97KNew |
$394K - $395K
|
3.97K
$394K
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.93KNew |
$389K - $391K
|
3.93K
$390K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.74KNew |
$370K - $372K
|
3.74K
$371K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.71K+ 25.87% |
$367K - $369K
|
18K
$1.79M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$364K - $365K
|
3.67K
$365K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.44KNew |
$341K - $343K
|
3.44K
$342K
|
|
Jul 11, 2023
Q2 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
3.35KNew |
$331K - $333K
|
3.35K
$332K
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.32K+ 2.71% |
$329K - $330K
|
126K
$12.5M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.17KNew |
$314K - $316K
|
3.17K
$315K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.17KNew |
$314K - $316K
|
3.17K
$315K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3KNew |
$298K - $299K
|
3K
$298K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.76KNew |
$273K - $275K
|
2.76K
$274K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.72KNew |
$269K - $271K
|
2.72K
$270K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.71KNew |
$268K - $269K
|
2.71K
$269K
|