Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
956K+ 3525.27% |
$94.7M - $95.1M
|
984K
$97.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
727K+ 929.67% |
$72M - $72.3M
|
806K
$80M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
459KNew |
$45.5M - $45.7M
|
459K
$45.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
264K+ 290.04% |
$26.2M - $26.3M
|
355K
$35.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
174K+ 2803.31% |
$17.3M - $17.3M
|
181K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
174K+ 53.5% |
$17.2M - $17.3M
|
498K
$49.5M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
166KNew |
$16.4M - $16.5M
|
166K
$16.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
144K+ 10.53% |
$14.3M - $14.4M
|
1.52M
$151M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
127K+ 42.06% |
$12.6M - $12.6M
|
429K
$42.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
117K+ 21.74% |
$11.6M - $11.6M
|
654K
$65M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
114KNew |
$11.3M - $11.4M
|
114K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
113K+ 1596.46% |
$11.2M - $11.2M
|
120K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
110K+ 51.32% |
$10.9M - $10.9M
|
324K
$32.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
108K+ 28.71% |
$10.7M - $10.8M
|
486K
$48.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
104KNew |
$10.3M - $10.4M
|
104K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99.6K+ 8.31% |
$9.87M - $9.91M
|
1.3M
$129M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
83.2KNew |
$8.24M - $8.28M
|
83.2K
$8.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
77.4KNew |
$7.67M - $7.7M
|
77.4K
$7.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
66.8KNew |
$6.61M - $6.64M
|
66.8K
$6.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
62.3K+ 122.42% |
$6.17M - $6.19M
|
113K
$11.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
57.3KNew |
$5.67M - $5.7M
|
57.3K
$5.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.9K+ 8.25% |
$5.64M - $5.66M
|
747K
$74.2M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50.2K+ 1921.8% |
$4.97M - $4.99M
|
52.8K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49.6KNew |
$4.92M - $4.94M
|
49.6K
$4.93M
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
48.7K+ 1165.49% |
$4.82M - $4.84M
|
52.9K
$5.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
48KNew |
$4.75M - $4.77M
|
48K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
46.4KNew |
$4.6M - $4.62M
|
46.4K
$4.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45.8K+ 58.74% |
$4.54M - $4.56M
|
124K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
43.5K+ 46.01% |
$4.31M - $4.33M
|
138K
$13.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
40.3K+ 99.19% |
$3.99M - $4.01M
|
80.9K
$8.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.2K+ 38.85% |
$3.69M - $3.7M
|
133K
$13.2M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
35.4K+ 38.78% |
$3.51M - $3.52M
|
127K
$12.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.8K+ 142.87% |
$3.44M - $3.46M
|
59.1K
$5.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
32.5K+ 34.97% |
$3.22M - $3.24M
|
126K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
30.6K+ 19.16% |
$3.03M - $3.04M
|
190K
$18.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
28.5K+ 458.24% |
$2.82M - $2.84M
|
34.7K
$3.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
28.3K+ 455.38% |
$2.81M - $2.82M
|
34.6K
$3.43M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
26.5K+ 11.65% |
$2.62M - $2.64M
|
254K
$25.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
25.9K+ 11.32% |
$2.56M - $2.57M
|
254K
$25.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
22KNew |
$2.18M - $2.19M
|
22K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
21.7K+ 18.56% |
$2.15M - $2.16M
|
139K
$13.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.6K+ 37.93% |
$2.04M - $2.05M
|
74.8K
$7.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
19.1K+ 18.12% |
$1.89M - $1.9M
|
125K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.6KNew |
$1.75M - $1.76M
|
17.6K
$1.75M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.6KNew |
$1.75M - $1.76M
|
17.6K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
17.2K+ 15.82% |
$1.7M - $1.71M
|
126K
$12.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 8.75% |
$1.69M - $1.7M
|
212K
$21.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
17K+ 20.92% |
$1.69M - $1.69M
|
98.5K
$9.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
16K+ 5.96% |
$1.58M - $1.59M
|
284K
$28.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
BUY
|
- |
15KNew |
$1.49M - $1.49M
|
15K
$1.49M
|