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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
816+ 2.7% |
$80.8K - $81.1K
|
31K
$3.08M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
804+ 24.66% |
$79.6K - $79.9K
|
4.06K
$404K
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
749+ 9.94% |
$74.1K - $74.5K
|
8.28K
$823K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
633New |
$62.7K - $62.9K
|
633
$62.9K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
511+ 2.65% |
$50.6K - $50.8K
|
19.8K
$1.97M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
506+ 5.68% |
$50.1K - $50.3K
|
9.41K
$935K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
498+ 6.7% |
$49.3K - $49.5K
|
7.93K
$788K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
452New |
$44.7K - $44.9K
|
452
$44.9K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
416+ 1.25% |
$41.2K - $41.4K
|
33.7K
$3.35M
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
407+ 5.34% |
$40.3K - $40.5K
|
8.02K
$797K
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
376+ 4.19% |
$37.2K - $37.4K
|
9.34K
$928K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
285+ 6.73% |
$28.2K - $28.3K
|
4.52K
$449K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
261+ 6.79% |
$25.8K - $25.9K
|
4.1K
$408K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
252+ 26.39% |
$24.9K - $25K
|
1.21K
$120K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
197+ 5.63% |
$19.5K - $19.6K
|
3.7K
$367K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
135New |
$13.4K - $13.4K
|
135
$13.4K
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
102+ 1.14% |
$10.1K - $10.1K
|
9.06K
$900K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
80New |
$7.92K - $7.95K
|
80
$7.94K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
80New |
$7.92K - $7.95K
|
80
$7.94K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
57+ 2.51% |
$5.64K - $5.67K
|
2.33K
$231K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
54+ 4.71% |
$5.34K - $5.37K
|
1.2K
$119K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50New |
$4.95K - $4.97K
|
50
$4.97K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
$2.47K - $2.49K
|
25
$2.48K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.07% |
$1.58K - $1.59K
|
23.6K
$2.34M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13+ 0.64% |
$1.29K - $1.29K
|
2.05K
$203K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 10.32% |
$1.58K - $1.59K
|
139
$13.8K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-53- 0.57% |
$5.25K - $5.27K
|
9.17K
$910K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-57- 2.06% |
$5.64K - $5.67K
|
2.71K
$269K
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-66- 1.56% |
$6.53K - $6.56K
|
4.16K
$413K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 10.67% |
$9.3K - $9.34K
|
787
$78.1K
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-96- 2.47% |
$9.5K - $9.54K
|
3.79K
$376K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-120- 0.5% |
$11.9K - $11.9K
|
23.9K
$2.37M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-144- 4.24% |
$14.3K - $14.3K
|
3.26K
$323K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 2.11% |
$14.8K - $14.9K
|
6.95K
$690K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-175- 5.43% |
$17.3K - $17.4K
|
3.05K
$303K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-175- 5.43% |
$17.3K - $17.4K
|
3.05K
$303K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-219Closed |
$21.7K - $21.8K
|
0
$0
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-230- 88.46% |
$22.8K - $22.9K
|
30
$2.98K
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-232- 3.33% |
$23K - $23.1K
|
6.74K
$669K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-251- 5.83% |
$24.8K - $24.9K
|
4.05K
$402K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-254- 5.09% |
$25.1K - $25.2K
|
4.74K
$471K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-290- 8.94% |
$28.7K - $28.8K
|
2.95K
$293K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-315- 12.0% |
$31.2K - $31.3K
|
2.31K
$229K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-366- 12.26% |
$36.2K - $36.4K
|
2.62K
$260K
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-367- 13.9% |
$36.3K - $36.5K
|
2.27K
$226K
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-381- 0.74% |
$37.7K - $37.9K
|
51K
$5.06M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-410- 9.01% |
$40.6K - $40.8K
|
4.14K
$411K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-421- 3.7% |
$41.7K - $41.8K
|
10.9K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-438- 5.83% |
$43.4K - $43.5K
|
7.08K
$703K
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-458- 3.37% |
$45.3K - $45.5K
|
13.2K
$1.31M
|