Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
777K+ 188.03% |
$76.9M - $77.4M
|
1.19M
$118M
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
358K+ 2691.57% |
$35.4M - $35.7M
|
371K
$36.9M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 14.43% |
$28.1M - $28.2M
|
2.25M
$223M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
228K+ 167.15% |
$22.5M - $22.7M
|
364K
$36.1M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
202KNew |
$20M - $20.1M
|
202K
$20M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
151KNew |
$14.9M - $15M
|
151K
$15M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
132K+ 89.85% |
$13M - $13.1M
|
278K
$27.6M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
117K+ 235.91% |
$11.6M - $11.7M
|
167K
$16.6M
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
88K+ 35.99% |
$8.71M - $8.76M
|
332K
$33M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76.9K+ 1085.96% |
$7.61M - $7.66M
|
84K
$8.34M
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
75.7KNew |
$7.49M - $7.54M
|
75.7K
$7.52M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
66.3K+ 241.71% |
$6.56M - $6.6M
|
93.7K
$9.3M
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
62K+ 12.76% |
$6.14M - $6.18M
|
548K
$54.4M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.8KNew |
$5.82M - $5.86M
|
58.8K
$5.84M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55K+ 3.39% |
$5.44M - $5.48M
|
1.68M
$167M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
53.8K+ 60.89% |
$5.33M - $5.36M
|
142K
$14.1M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.6K+ 7.21% |
$5.31M - $5.34M
|
797K
$79.1M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
52.3KNew |
$5.18M - $5.21M
|
52.3K
$5.19M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
49.9K+ 102.33% |
$4.94M - $4.97M
|
98.7K
$9.8M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.6KNew |
$4.61M - $4.64M
|
46.6K
$4.63M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
33.7K+ 1130.43% |
$3.34M - $3.36M
|
36.7K
$3.65M
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
28.9K+ 77.19% |
$2.86M - $2.88M
|
66.4K
$6.59M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27.7K+ 741.02% |
$2.74M - $2.76M
|
31.4K
$3.12M
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
25.5K+ 31.29% |
$2.53M - $2.54M
|
107K
$10.6M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.1KNew |
$2.28M - $2.3M
|
23.1K
$2.29M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.4K+ 69.53% |
$2.21M - $2.23M
|
54.5K
$5.42M
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
22.3KNew |
$2.2M - $2.22M
|
22.3K
$2.21M
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
BUY
|
- |
21.8K+ 38.27% |
$2.16M - $2.17M
|
78.7K
$7.82M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.7K+ 7.17% |
$2.15M - $2.16M
|
324K
$32.2M
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21.6K+ 34.79% |
$2.14M - $2.15M
|
83.6K
$8.3M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20K+ 8.69% |
$1.97M - $1.99M
|
250K
$24.8M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.1K+ 40.73% |
$1.9M - $1.91M
|
66.2K
$6.57M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.9K+ 17.8% |
$1.77M - $1.78M
|
118K
$11.7M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
17.6K+ 108.54% |
$1.74M - $1.75M
|
33.9K
$3.36M
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
17.2KNew |
$1.7M - $1.71M
|
17.2K
$1.71M
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
15K+ 31.15% |
$1.49M - $1.5M
|
63.2K
$6.28M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 4.51% |
$1.48M - $1.49M
|
347K
$34.5M
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
14.8K+ 10.09% |
$1.47M - $1.48M
|
162K
$16.1M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
14.4K+ 196.03% |
$1.43M - $1.44M
|
21.8K
$2.16M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.3KNew |
$1.41M - $1.42M
|
14.3K
$1.42M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13K+ 42.43% |
$1.28M - $1.29M
|
43.6K
$4.33M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.7K+ 43.01% |
$1.26M - $1.27M
|
42.4K
$4.21M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8K+ 16.48% |
$1.07M - $1.08M
|
76.3K
$7.58M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
9.59KNew |
$949K - $955K
|
9.59K
$952K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.41K+ 60.7% |
$931K - $937K
|
24.9K
$2.47M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.26K+ 215.0% |
$916K - $922K
|
13.6K
$1.35M
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
8.86K+ 1.12% |
$877K - $882K
|
802K
$79.6M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.5K+ 4.56% |
$742K - $747K
|
172K
$17.1M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.47K+ 13.74% |
$739K - $744K
|
61.8K
$6.14M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.96KNew |
$689K - $693K
|
6.96K
$691K
|