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 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.21K- 2.26% |
$120K - $120K
|
52.4K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.23K- 1.74% |
$122K - $123K
|
69.7K
$6.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.4K- 33.24% |
$138K - $139K
|
2.81K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.52K- 23.52% |
$151K - $151K
|
4.95K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.54K- 15.43% |
$152K - $153K
|
8.43K
$837K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.61K- 1.28% |
$160K - $160K
|
124K
$12.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.67K- 36.72% |
$165K - $166K
|
2.87K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.03K- 26.24% |
$201K - $202K
|
5.7K
$567K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.13K- 34.97% |
$211K - $211K
|
3.95K
$393K
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.41K- 7.35% |
$238K - $239K
|
30.3K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.65K- 13.79% |
$263K - $264K
|
16.6K
$1.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 12.79% |
$324K - $325K
|
22.3K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.58K- 95.85% |
$355K - $356K
|
155
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.77K- 31.99% |
$373K - $375K
|
8.01K
$796K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.87K- 1.71% |
$383K - $385K
|
223K
$22.1M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.87K- 1.71% |
$383K - $385K
|
223K
$22.1M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.88K- 25.18% |
$384K - $386K
|
11.5K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.02K- 58.74% |
$398K - $400K
|
2.83K
$281K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.33K- 98.41% |
$527K - $530K
|
86
$8.54K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.44K- 10.38% |
$637K - $640K
|
55.6K
$5.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.44K- 10.38% |
$637K - $640K
|
55.6K
$5.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 22.5% |
$1.04M - $1.05M
|
36.3K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 30.87% |
$1.13M - $1.13M
|
25.5K
$2.53M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.3K- 11.94% |
$1.21M - $1.22M
|
90.5K
$8.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.5K- 25.37% |
$1.24M - $1.24M
|
36.8K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-13.6K- 9.08% |
$1.34M - $1.35M
|
136K
$13.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-14.9K- 32.54% |
$1.47M - $1.48M
|
30.8K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16K- 15.45% |
$1.58M - $1.59M
|
87.3K
$8.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-16.3K- 26.6% |
$1.62M - $1.62M
|
45K
$4.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-18.1K- 61.63% |
$1.8M - $1.8M
|
11.3K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19K- 43.65% |
$1.89M - $1.89M
|
24.6K
$2.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.4K- 48.16% |
$1.92M - $1.93M
|
20.9K
$2.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-25.6K- 14.09% |
$2.54M - $2.55M
|
156K
$15.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-29.1K- 29.7% |
$2.88M - $2.9M
|
68.9K
$6.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.8K- 47.9% |
$3.45M - $3.46M
|
37.9K
$3.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.7K- 90.47% |
$3.83M - $3.85M
|
4.07K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-55.5K- 41.6% |
$5.49M - $5.52M
|
77.9K
$7.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62.1K- 61.38% |
$6.15M - $6.18M
|
39.1K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-63.5K- 10.25% |
$6.29M - $6.32M
|
556K
$55.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-78.1K- 39.06% |
$7.73M - $7.77M
|
122K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171K- 41.83% |
$17M - $17M
|
238K
$23.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-250K- 59.64% |
$24.8M - $24.9M
|
169K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-722K- 93.92% |
$71.5M - $71.8M
|
46.7K
$4.64M
|