Purchases and Sales Made in Q3 2025 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 2025. 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, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
275K+ 14.68% |
$27.3M - $27.4M
|
2.15M
$214M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
26K+ 181.12% |
$2.57M - $2.58M
|
40.3K
$4M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.6KNew |
$2.53M - $2.54M
|
25.6K
$2.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
13.8KNew |
$1.37M - $1.37M
|
13.8K
$1.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 9.4% |
$1.01M - $1.01M
|
118K
$11.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
9.39KNew |
$930K - $934K
|
9.39K
$933K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8K+ 100.0% |
$793K - $796K
|
16K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
5.97K+ 26.16% |
$592K - $594K
|
28.8K
$2.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.39K+ 17.47% |
$534K - $536K
|
36.2K
$3.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.65K+ 135.82% |
$460K - $462K
|
8.07K
$801K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.58K+ 1.71% |
$354K - $356K
|
213K
$21.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.5KNew |
$248K - $249K
|
2.5K
$248K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.48K+ 15.21% |
$245K - $246K
|
18.8K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.56K+ 12.96% |
$154K - $155K
|
13.6K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
294+ 2.14% |
$29.1K - $29.3K
|
14.1K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
264New |
$26.2K - $26.3K
|
264
$26.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
250New |
$24.8K - $24.9K
|
250
$24.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
173+ 0.92% |
$17.1K - $17.2K
|
19K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
143+ 6.24% |
$14.2K - $14.2K
|
2.44K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
113+ 2.19% |
$11.2K - $11.2K
|
5.27K
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
83+ 0.29% |
$8.23K - $8.26K
|
28.5K
$2.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14+ 0.66% |
$1.39K - $1.39K
|
2.13K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9+ 0.05% |
$892 - $896
|
16.5K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-130- 1.37% |
$12.9K - $12.9K
|
9.35K
$929K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-151- 40.05% |
$15K - $15K
|
226
$22.5K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-152- 10.17% |
$15.1K - $15.1K
|
1.34K
$133K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-276- 1.43% |
$27.4K - $27.5K
|
19K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-405- 13.78% |
$40.1K - $40.3K
|
2.53K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-406- 13.16% |
$40.2K - $40.4K
|
2.68K
$266K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-493- 7.2% |
$48.9K - $49.1K
|
6.35K
$631K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-672- 1.64% |
$66.6K - $66.9K
|
40.4K
$4.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-742- 15.62% |
$73.5K - $73.8K
|
4.01K
$398K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-836- 3.27% |
$82.9K - $83.2K
|
24.7K
$2.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-924- 51.59% |
$91.6K - $92K
|
867
$86.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.57K- 1.98% |
$155K - $156K
|
77.6K
$7.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.63K- 26.05% |
$162K - $162K
|
4.63K
$460K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.81K- 3.49% |
$180K - $180K
|
50K
$4.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-5.24K- 43.95% |
$520K - $522K
|
6.69K
$664K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.27K- 84.0% |
$721K - $724K
|
1.39K
$138K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.89K- 4.53% |
$782K - $785K
|
166K
$16.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.63K- 15.29% |
$856K - $859K
|
47.8K
$4.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-14.2K- 11.25% |
$1.41M - $1.42M
|
112K
$11.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-20.7K- 31.41% |
$2.05M - $2.06M
|
45.2K
$4.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-27.4K- 5.17% |
$2.72M - $2.73M
|
503K
$50M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41.9K- 79.72% |
$4.16M - $4.17M
|
10.7K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.4K- 11.95% |
$5.49M - $5.52M
|
408K
$40.6M
|