Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
414K+ 109.05% |
$41M - $41.1M
|
793K
$78.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
413KNew |
$40.9M - $41.1M
|
413K
$41.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
310K+ 18.73% |
$30.7M - $30.8M
|
1.96M
$195M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
246KNew |
$24.4M - $24.5M
|
246K
$24.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
229K+ 73.98% |
$22.6M - $22.7M
|
538K
$53.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
179K+ 356.33% |
$17.8M - $17.8M
|
230K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 10411.53% |
$11.7M - $11.8M
|
119K
$11.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 10411.53% |
$11.7M - $11.8M
|
119K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
118K+ 5734.32% |
$11.7M - $11.7M
|
120K
$11.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 43.67% |
$11.4M - $11.5M
|
380K
$37.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
115K+ 23.94% |
$11.4M - $11.4M
|
594K
$59M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
72.5K+ 13.92% |
$7.17M - $7.2M
|
593K
$58.9M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
68KNew |
$6.73M - $6.76M
|
68K
$6.76M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58K+ 137.19% |
$5.74M - $5.77M
|
100K
$9.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
39.8K+ 232.61% |
$3.94M - $3.96M
|
57K
$5.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
36.9K+ 311.12% |
$3.65M - $3.67M
|
48.8K
$4.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
33.7K+ 7.45% |
$3.33M - $3.35M
|
486K
$48.3M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
33K+ 67.82% |
$3.27M - $3.28M
|
81.6K
$8.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
29.8K+ 16.95% |
$2.95M - $2.96M
|
206K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.7K+ 25.57% |
$2.74M - $2.76M
|
136K
$13.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27K+ 6349.65% |
$2.67M - $2.68M
|
27.4K
$2.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
26.7K+ 75.39% |
$2.64M - $2.65M
|
62K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
26.1KNew |
$2.59M - $2.6M
|
26.1K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.3K+ 585.67% |
$2.5M - $2.52M
|
29.6K
$2.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
25.2KNew |
$2.49M - $2.5M
|
25.2K
$2.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.6K+ 13.7% |
$2.24M - $2.25M
|
188K
$18.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.4K+ 27.13% |
$2.12M - $2.13M
|
100K
$9.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
19.4KNew |
$1.92M - $1.93M
|
19.4K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
18.4K+ 6.25% |
$1.82M - $1.83M
|
313K
$31M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
17.4K+ 58.26% |
$1.73M - $1.73M
|
47.4K
$4.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.4KNew |
$1.73M - $1.73M
|
17.4K
$1.73M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
16.3K+ 23.27% |
$1.62M - $1.62M
|
86.5K
$8.6M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.5K+ 19.26% |
$1.53M - $1.54M
|
95.8K
$9.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15.4K+ 173.54% |
$1.52M - $1.53M
|
24.2K
$2.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3K+ 42.79% |
$1.42M - $1.42M
|
47.8K
$4.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
13.3KNew |
$1.32M - $1.32M
|
13.3K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.7K+ 23.94% |
$1.25M - $1.26M
|
65.5K
$6.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
12K+ 478.41% |
$1.19M - $1.2M
|
14.5K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11.5KNew |
$1.14M - $1.15M
|
11.5K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11.1K+ 276.53% |
$1.1M - $1.1M
|
15.1K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
9.68KNew |
$958K - $962K
|
9.68K
$962K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
9.62KNew |
$952K - $956K
|
9.62K
$955K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.38K+ 6.84% |
$928K - $932K
|
146K
$14.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.72K+ 67.82% |
$863K - $867K
|
21.6K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.63K+ 16917.65% |
$854K - $858K
|
8.68K
$862K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
7.69KNew |
$761K - $764K
|
7.69K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.62KNew |
$754K - $757K
|
7.62K
$756K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7.36K+ 19.44% |
$728K - $731K
|
45.2K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.27KNew |
$720K - $723K
|
7.27K
$722K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.72K+ 18.56% |
$666K - $668K
|
42.9K
$4.27M
|