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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
892+ 0.86% |
$88.3K - $88.8K
|
105K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
879+ 23.58% |
$87K - $87.5K
|
4.61K
$457K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
801+ 0.36% |
$79.3K - $79.8K
|
225K
$22.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
771+ 3.05% |
$76.3K - $76.8K
|
26K
$2.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
580+ 1160.0% |
$57.4K - $57.8K
|
630
$62.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
534+ 67.85% |
$52.8K - $53.2K
|
1.32K
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
511+ 8.4% |
$50.6K - $50.9K
|
6.59K
$654K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
410+ 9.91% |
$40.6K - $40.8K
|
4.55K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
368+ 16.5% |
$36.4K - $36.6K
|
2.6K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
341+ 12.62% |
$33.7K - $34K
|
3.04K
$302K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
327+ 8.85% |
$32.4K - $32.6K
|
4.02K
$399K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
291+ 3.12% |
$28.8K - $29K
|
9.63K
$956K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
223+ 0.89% |
$22.1K - $22.2K
|
25.4K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
129+ 1.41% |
$12.8K - $12.8K
|
9.3K
$923K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
119+ 1.24% |
$11.8K - $11.9K
|
9.74K
$967K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
103New |
$10.2K - $10.3K
|
103
$10.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$9.9K - $9.96K
|
100
$9.93K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
56+ 1.72% |
$5.54K - $5.58K
|
3.32K
$330K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
54+ 1.3% |
$5.34K - $5.38K
|
4.22K
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 1.32% |
$5.25K - $5.28K
|
4.08K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
35+ 1.55% |
$3.46K - $3.49K
|
2.3K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
34+ 1.19% |
$3.36K - $3.39K
|
2.89K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
29+ 0.77% |
$2.87K - $2.89K
|
3.81K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 0.39% |
$1.09K - $1.1K
|
2.84K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.25% |
$99 - $99.6
|
81
$8.04K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-23- 0.29% |
$2.28K - $2.29K
|
7.99K
$794K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 0.62% |
$2.47K - $2.49K
|
4.03K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-57- 9.0% |
$5.64K - $5.68K
|
576
$57.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-116- 2.85% |
$11.5K - $11.6K
|
3.95K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-170- 1.96% |
$16.8K - $16.9K
|
8.51K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-250- 5.1% |
$24.7K - $24.9K
|
4.65K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-263- 1.51% |
$26K - $26.2K
|
17.2K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-264- 0.57% |
$26.1K - $26.3K
|
46.3K
$4.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-283- 9.57% |
$28K - $28.2K
|
2.67K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-323- 6.82% |
$32K - $32.2K
|
4.41K
$438K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-386- 0.78% |
$38.2K - $38.4K
|
48.8K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-452- 6.22% |
$44.7K - $45K
|
6.82K
$677K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-466- 5.63% |
$46.1K - $46.4K
|
7.82K
$776K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-547- 16.8% |
$54.1K - $54.5K
|
2.71K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-595- 13.16% |
$58.9K - $59.3K
|
3.93K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-722- 24.45% |
$71.5K - $71.9K
|
2.23K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-752- 1.34% |
$74.4K - $74.9K
|
55.3K
$5.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-754- 21.4% |
$74.6K - $75.1K
|
2.77K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-805- 20.47% |
$79.7K - $80.2K
|
3.13K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-875- 5.14% |
$86.6K - $87.1K
|
16.1K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-890- 3.37% |
$88.1K - $88.6K
|
25.5K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-957- 41.09% |
$94.7K - $95.3K
|
1.37K
$136K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.18K- 11.84% |
$116K - $117K
|
8.75K
$869K
|