Purchases and Sales Made in Q3 2023 in Spdr Bloomberg 3 12 Month T Bi (BILS)

BILS Quotes by TradingView

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
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
14.7K
+ 4838.16%
$1.46M - $1.46M
15K $1.49M
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
13.9K
+ 33.73%
$1.38M - $1.39M
55.3K $5.49M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
13.9K
+ 221.08%
$1.38M - $1.38M
20.2K $2.01M
Oct 23, 2024 Q3 2023
Convergence Financial, LLC

Columbia, MO
BUY
 -
13.8K
+ 41.74%
$1.37M - $1.37M
46.9K $4.65M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
13.7K
+ 31.93%
$1.36M - $1.36M
56.7K $5.63M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
12.6K
+ 123.84%
$1.25M - $1.25M
22.7K $2.26M
Nov 13, 2023 Q3 2023
Smart Money Group LLC

BUY
 -
12.1K
New
$1.19M - $1.2M
12.1K $1.2M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11.2K
+ 406.09%
$1.11M - $1.11M
14K $1.39M
Nov 15, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
11.2K
New
$1.11M - $1.11M
11.2K $1.11M
Nov 13, 2023 Q3 2023
Pecaut & Co.

BUY
 -
11K
+ 5.27%
$1.09M - $1.1M
221K $21.9M
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
9.39K
New
$930K - $934K
9.39K $933K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
9.17K
New
$908K - $912K
9.17K $911K
Nov 14, 2023 Q3 2023
Insight 2811, Inc.

Chicago, IL
BUY
 -
9.05K
New
$897K - $901K
9.05K $899K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
7.93K
New
$785K - $788K
7.93K $787K
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
7.48K
New
$740K - $744K
7.48K $742K
Nov 15, 2023 Q3 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
7.33K
+ 29.33%
$726K - $729K
32.3K $3.21M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
7.25K
+ 228.48%
$718K - $721K
10.4K $1.04M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.16K
New
$709K - $712K
7.16K $711K
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
6.93K
+ 38.43%
$686K - $689K
25K $2.48M
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
6.76K
+ 4.66%
$669K - $672K
152K $15.1M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.52K
+ 15.43%
$646K - $649K
48.8K $4.85M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
6.44K
New
$638K - $640K
6.44K $639K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
5.75K
New
$569K - $572K
5.75K $571K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
5.51K
+ 183.35%
$545K - $548K
8.51K $845K
Nov 07, 2023 Q3 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
5.4K
New
$535K - $537K
5.4K $536K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
5K
+ 586.85%
$495K - $497K
5.85K $581K
Oct 13, 2023 Q3 2023
Auour Investments LLC

Wenham, MA
BUY
 -
4.94K
+ 14.01%
$489K - $492K
40.2K $4M
Oct 10, 2023 Q3 2023
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
4.92K
+ 147.0%
$487K - $489K
8.26K $821K
Nov 13, 2023 Q3 2023
Fairbanks Capital Management, Inc.

Rancho Santa Fe, CA
BUY
 -
4.89K
New
$484K - $486K
4.89K $486K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.82K
+ 3.64%
$477K - $479K
137K $13.6M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
4.16K
New
$411K - $413K
4.16K $413K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
4.1K
+ 19.17%
$406K - $408K
25.5K $2.53M
Nov 07, 2023 Q3 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
4.06K
+ 18.82%
$402K - $404K
25.6K $2.55M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.67K
+ 135.51%
$363K - $365K
6.37K $633K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
3.45K
+ 47.19%
$341K - $343K
10.7K $1.07M
Nov 08, 2023 Q3 2023
Values First Advisors, Inc.

BUY
 -
3.39K
+ 4.8%
$336K - $337K
74.1K $7.36M
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
3.31K
+ 86.16%
$328K - $329K
7.15K $711K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.23K
+ 93.67%
$319K - $321K
6.67K $662K
Nov 09, 2023 Q3 2023
Hardy Reed LLC

BUY
 -
3.2K
New
$317K - $318K
3.2K $318K
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
3.16K
+ 7.57%
$312K - $314K
44.8K $4.45M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.98K
New
$295K - $296K
2.98K $296K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
2.96K
New
$293K - $295K
2.96K $294K
Oct 10, 2023 Q3 2023
Baker Tilly Wealth Management, LLC

BUY
 -
2.82K
+ 76.66%
$279K - $280K
6.49K $644K
Nov 07, 2023 Q3 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
2.7K
New
$267K - $269K
2.7K $268K
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
2.65K
+ 123.95%
$262K - $264K
4.79K $476K
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
2.61K
New
$259K - $260K
2.61K $260K
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

BUY
 -
2.57K
+ 28.98%
$254K - $255K
11.4K $1.13M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.53K
+ 21.17%
$250K - $251K
14.5K $1.44M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.39K
New
$236K - $238K
2.39K $237K

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