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 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.3K+ 129.88% |
$228K - $229K
|
4.08K
$405K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.27KNew |
$225K - $225K
|
2.27K
$225K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.25KNew |
$223K - $224K
|
2.25K
$224K
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.16K+ 29.98% |
$214K - $215K
|
9.37K
$931K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.12K+ 10.28% |
$210K - $211K
|
22.8K
$2.26M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.9K+ 4.86% |
$189K - $189K
|
41.1K
$4.08M
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.81K+ 1.7% |
$179K - $180K
|
108K
$10.7M
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.58K+ 26.84% |
$156K - $157K
|
7.47K
$742K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.55K+ 193.75% |
$153K - $154K
|
2.35K
$233K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.46K+ 44.37% |
$144K - $145K
|
4.74K
$471K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.18K+ 4.81% |
$116K - $117K
|
25.6K
$2.54M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 5.0% |
$116K - $117K
|
24.6K
$2.44M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.1K+ 9.57% |
$109K - $109K
|
12.6K
$1.25M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.1KNew |
$109K - $109K
|
1.1K
$109K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
943+ 9.32% |
$93.4K - $93.8K
|
11.1K
$1.1M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
943+ 20.5% |
$93.4K - $93.8K
|
5.54K
$551K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
836+ 5.29% |
$82.8K - $83.2K
|
16.6K
$1.65M
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
515+ 18.93% |
$51K - $51.2K
|
3.24K
$321K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
504New |
$49.9K - $50.1K
|
504
$50.1K
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
358+ 7.06% |
$35.5K - $35.6K
|
5.43K
$539K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
331+ 13.53% |
$32.8K - $32.9K
|
2.78K
$276K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
295+ 2.04% |
$29.2K - $29.3K
|
14.8K
$1.47M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
275+ 2.62% |
$27.2K - $27.4K
|
10.8K
$1.07M
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
222+ 1.81% |
$22K - $22.1K
|
12.5K
$1.24M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
103+ 1.87% |
$10.2K - $10.2K
|
5.62K
$558K
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
84+ 2.14% |
$8.32K - $8.36K
|
4.01K
$399K
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
50+ 1.23% |
$4.95K - $4.97K
|
4.12K
$409K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
43New |
$4.26K - $4.28K
|
43
$4.27K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
30+ 0.84% |
$2.97K - $2.98K
|
3.61K
$358K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$1.49K - $1.49K
|
15
$1.49K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8+ 4.71% |
$792 - $796
|
178
$17.7K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.7% |
$693 - $696
|
1.01K
$100K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.41% |
$693 - $696
|
503
$50K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.41% |
$693 - $696
|
503
$50K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 0.05% |
$1.49K - $1.49K
|
30.3K
$3.01M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37Closed |
$3.66K - $3.68K
|
0
$0
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-45- 1.12% |
$4.46K - $4.48K
|
3.99K
$396K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-45- 1.12% |
$4.46K - $4.48K
|
3.99K
$396K
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-91- 2.29% |
$9.01K - $9.05K
|
3.88K
$385K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-127- 63.18% |
$12.6K - $12.6K
|
74
$7.35K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-350- 5.69% |
$34.7K - $34.8K
|
5.8K
$576K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-616- 18.92% |
$61K - $61.3K
|
2.64K
$262K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-770- 0.88% |
$76.3K - $76.6K
|
86.3K
$8.57M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-821- 62.15% |
$81.3K - $81.7K
|
500
$49.7K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-856- 10.81% |
$84.8K - $85.1K
|
7.06K
$701K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-904- 61.66% |
$89.5K - $89.9K
|
562
$55.8K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-931- 3.95% |
$92.2K - $92.6K
|
22.6K
$2.25M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 3.12% |
$101K - $101K
|
31.6K
$3.14M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.1K- 10.19% |
$109K - $109K
|
9.7K
$964K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.19K- 52.63% |
$118K - $118K
|
1.07K
$106K
|