Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
128KNew |
$12.7M - $12.7M
|
128K
$12.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
102K+ 61.97% |
$10.1M - $10.1M
|
266K
$26.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
77.3K+ 19.29% |
$7.66M - $7.69M
|
478K
$47.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
76.3KNew |
$7.57M - $7.59M
|
76.3K
$7.58M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
74.8K+ 40.9% |
$7.41M - $7.44M
|
258K
$25.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57.1K+ 82.75% |
$5.66M - $5.68M
|
126K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
52.2KNew |
$5.17M - $5.19M
|
52.2K
$5.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
51.9KNew |
$5.14M - $5.16M
|
51.9K
$5.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
51.8KNew |
$5.14M - $5.16M
|
51.8K
$5.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
44.8KNew |
$4.44M - $4.46M
|
44.8K
$4.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.1K+ 99.53% |
$4.37M - $4.39M
|
88.4K
$8.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
42.1KNew |
$4.18M - $4.19M
|
42.1K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
37.9K+ 106.38% |
$3.75M - $3.77M
|
73.5K
$7.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
37.8K+ 116.71% |
$3.74M - $3.76M
|
70.1K
$6.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
37.7K+ 98.86% |
$3.74M - $3.75M
|
75.9K
$7.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.7KNew |
$3.74M - $3.75M
|
37.7K
$3.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
33K+ 36.38% |
$3.27M - $3.28M
|
124K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.3K+ 7.32% |
$3.1M - $3.11M
|
459K
$45.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
26.7K+ 116.1% |
$2.65M - $2.66M
|
49.7K
$4.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
22.8KNew |
$2.26M - $2.27M
|
22.8K
$2.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 20.09% |
$1.79M - $1.8M
|
108K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
16.9K+ 15.44% |
$1.68M - $1.68M
|
127K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
16.8K+ 99.73% |
$1.67M - $1.68M
|
33.7K
$3.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.2K+ 30.97% |
$1.51M - $1.52M
|
64.4K
$6.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 2.68% |
$1.2M - $1.21M
|
464K
$46M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 80.66% |
$1.17M - $1.17M
|
26.4K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
10.7K+ 297.26% |
$1.06M - $1.07M
|
14.3K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
10.3K+ 75.77% |
$1.02M - $1.02M
|
23.8K
$2.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9.6K+ 25.06% |
$951K - $955K
|
47.9K
$4.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
8.06K+ 9.12% |
$798K - $801K
|
96.4K
$9.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8K+ 18.46% |
$793K - $796K
|
51.3K
$5.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
7.76K+ 7.51% |
$769K - $772K
|
111K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
6.32K+ 2.36% |
$627K - $629K
|
274K
$27.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.29K+ 8.62% |
$623K - $625K
|
79.2K
$7.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
5.85K+ 14.33% |
$580K - $582K
|
46.7K
$4.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.24K+ 78.41% |
$520K - $522K
|
11.9K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.95K+ 4.24% |
$490K - $492K
|
122K
$12.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.91KNew |
$486K - $488K
|
4.91K
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.46K+ 29.19% |
$442K - $444K
|
19.7K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.4KNew |
$436K - $437K
|
4.4K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.17KNew |
$413K - $415K
|
4.17K
$414K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.82KNew |
$379K - $380K
|
3.82K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.79KNew |
$376K - $377K
|
3.79K
$376K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.5K+ 51.47% |
$347K - $348K
|
10.3K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.5K+ 37.64% |
$347K - $348K
|
12.8K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.42K+ 7.93% |
$339K - $340K
|
46.5K
$4.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.41K+ 56.09% |
$338K - $339K
|
9.49K
$942K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
3.36KNew |
$333K - $335K
|
3.36K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.1K+ 28.93% |
$308K - $309K
|
13.8K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.92KNew |
$290K - $291K
|
2.92K
$290K
|