Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
848K+ 75.33% |
$83.9M - $84.4M
|
1.97M
$195M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
604KNew |
$59.7M - $60.1M
|
604K
$59.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
252K+ 50.49% |
$24.9M - $25M
|
750K
$74.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
222K+ 14.64% |
$21.9M - $22.1M
|
1.74M
$172M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 15.3% |
$19.6M - $19.8M
|
1.5M
$148M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
192KNew |
$19M - $19.1M
|
192K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
187K+ 19.02% |
$18.5M - $18.6M
|
1.17M
$116M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
185KNew |
$18.3M - $18.4M
|
185K
$18.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
176K+ 1054.79% |
$17.4M - $17.5M
|
192K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
174K+ 40.47% |
$17.2M - $17.3M
|
602K
$59.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
143K+ 29.37% |
$14.1M - $14.2M
|
628K
$62.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
130K+ 167.56% |
$12.9M - $13M
|
208K
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
115K+ 20.74% |
$11.4M - $11.5M
|
671K
$66.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 47.93% |
$11.3M - $11.4M
|
352K
$34.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
110K+ 79.28% |
$10.9M - $11M
|
249K
$24.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
99.8K+ 478.43% |
$9.87M - $9.94M
|
121K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
96K+ 27.03% |
$9.49M - $9.56M
|
451K
$44.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
88.2KNew |
$8.73M - $8.78M
|
88.2K
$8.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
85.4K+ 62.23% |
$8.44M - $8.5M
|
223K
$22M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
80.8K+ 173.91% |
$7.99M - $8.04M
|
127K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
76.7K+ 61.12% |
$7.59M - $7.64M
|
202K
$20M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
73.8KNew |
$7.3M - $7.35M
|
73.8K
$7.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.7K+ 2372.25% |
$6.99M - $7.04M
|
73.7K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
68.3K+ 50.27% |
$6.76M - $6.8M
|
204K
$20.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
67.4K+ 20.79% |
$6.67M - $6.71M
|
392K
$38.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
54.3K+ 55.19% |
$5.37M - $5.41M
|
153K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
50.6K+ 67.58% |
$5M - $5.03M
|
125K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
47.2KNew |
$4.67M - $4.7M
|
47.2K
$4.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
45KNew |
$4.45M - $4.48M
|
45K
$4.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
43.9KNew |
$4.34M - $4.37M
|
43.9K
$4.34M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.8K+ 47.93% |
$4.14M - $4.16M
|
129K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38.6K+ 605.54% |
$3.82M - $3.84M
|
45K
$4.45M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
38.3K+ 33.34% |
$3.79M - $3.82M
|
153K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.7K+ 246.55% |
$3.53M - $3.55M
|
50.1K
$4.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 14.39% |
$3.02M - $3.04M
|
243K
$24M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24.2KNew |
$2.39M - $2.41M
|
24.2K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.7K+ 106.22% |
$2.34M - $2.36M
|
46K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
23.3K+ 8.19% |
$2.3M - $2.32M
|
308K
$30.5M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
22K+ 46.98% |
$2.18M - $2.19M
|
68.9K
$6.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.1K+ 47.7% |
$1.79M - $1.8M
|
55.9K
$5.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
16.8K+ 16.14% |
$1.66M - $1.67M
|
121K
$12M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9K+ 36.31% |
$1.48M - $1.49M
|
56K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.3KNew |
$1.41M - $1.42M
|
14.3K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 62.29% |
$1.4M - $1.41M
|
36.9K
$3.66M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.6K+ 7.6% |
$1.24M - $1.25M
|
178K
$17.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6K+ 486.14% |
$1.15M - $1.16M
|
14K
$1.39M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.6K+ 12.71% |
$1.05M - $1.05M
|
93.8K
$9.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4K+ 17.67% |
$1.03M - $1.04M
|
69.5K
$6.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.3K+ 46.73% |
$1.02M - $1.02M
|
32.2K
$3.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.66K+ 38.71% |
$955K - $962K
|
34.6K
$3.43M
|