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 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-752- 1.34% |
$74.4K - $74.9K
|
55.3K
$5.5M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-754- 21.4% |
$74.6K - $75.1K
|
2.77K
$276K
|
|
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
$1.61M
|
|
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
$871K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.18K- 24.31% |
$117K - $117K
|
3.67K
$365K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.18K- 10.75% |
$117K - $117K
|
9.78K
$972K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.22K- 15.23% |
$121K - $122K
|
6.8K
$676K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.32K- 8.7% |
$130K - $131K
|
13.8K
$1.37M
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.42K- 29.96% |
$141K - $141K
|
3.32K
$330K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.55K- 23.12% |
$154K - $155K
|
5.16K
$513K
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.69K- 8.69% |
$167K - $168K
|
17.8K
$1.77M
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.71K- 1.75% |
$170K - $171K
|
96.3K
$9.58M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.79K- 4.17% |
$177K - $178K
|
41.2K
$4.09M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.86K- 10.37% |
$184K - $185K
|
16K
$1.59M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.91K- 13.61% |
$189K - $190K
|
12.1K
$1.2M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.91K- 15.4% |
$189K - $190K
|
10.5K
$1.04M
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.01K- 2.96% |
$199K - $201K
|
66K
$6.57M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.17K- 13.6% |
$215K - $217K
|
13.8K
$1.37M
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-2.23K- 24.51% |
$220K - $222K
|
6.85K
$682K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.34K- 5.18% |
$232K - $233K
|
42.9K
$4.26M
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.4K- 23.45% |
$238K - $239K
|
7.84K
$779K
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-3.21K- 33.19% |
$318K - $320K
|
6.47K
$643K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.3K- 8.45% |
$327K - $329K
|
35.8K
$3.56M
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-3.78K- 7.42% |
$374K - $377K
|
47.2K
$4.69M
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.08K- 31.04% |
$404K - $407K
|
9.07K
$902K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.13K- 21.16% |
$409K - $411K
|
15.4K
$1.53M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.28K- 6.95% |
$423K - $426K
|
57.3K
$5.7M
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-4.46K- 49.17% |
$441K - $444K
|
4.61K
$458K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.51K- 19.15% |
$446K - $449K
|
19K
$1.89M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.74K- 22.12% |
$469K - $472K
|
16.7K
$1.66M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.78K- 5.77% |
$572K - $576K
|
94.5K
$9.4M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-5.8K- 50.36% |
$574K - $578K
|
5.72K
$569K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-5.85K- 17.2% |
$579K - $582K
|
28.1K
$2.8M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.85K- 6.11% |
$579K - $583K
|
89.9K
$8.95M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.54K- 22.48% |
$647K - $651K
|
22.5K
$2.24M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.75K- 97.04% |
$668K - $672K
|
206
$20.5K
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-6.89K- 65.9% |
$682K - $686K
|
3.56K
$354K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.65K- 4.61% |
$856K - $862K
|
179K
$17.8M
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-8.86K- 19.81% |
$876K - $882K
|
35.8K
$3.57M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.24K- 8.89% |
$915K - $920K
|
94.8K
$9.43M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.46K- 34.59% |
$936K - $942K
|
17.9K
$1.78M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 14.8% |
$1M - $1.01M
|
58.2K
$5.79M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.4K- 43.67% |
$1.03M - $1.03M
|
13.4K
$1.33M
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.7K- 18.94% |
$1.06M - $1.06M
|
45.6K
$4.54M
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-10.8K- 60.19% |
$1.06M - $1.07M
|
7.12K
$708K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.7K- 7.52% |
$1.26M - $1.27M
|
157K
$15.6M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-14.1K- 45.35% |
$1.39M - $1.4M
|
17K
$1.69M
|