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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
9.63K+ 64.22% |
$953K - $959K
|
24.6K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.56K+ 88.98% |
$945K - $952K
|
20.3K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
9.52KNew |
$942K - $948K
|
9.52K
$943K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.94K+ 156.71% |
$884K - $890K
|
14.6K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.61K+ 15.19% |
$852K - $857K
|
65.3K
$6.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.56K+ 6.88% |
$847K - $852K
|
133K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.96K+ 39.14% |
$787K - $792K
|
28.3K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.35KNew |
$727K - $732K
|
7.35K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.8K+ 5.48% |
$673K - $677K
|
131K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.65KNew |
$657K - $661K
|
6.65K
$658K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
6.51KNew |
$644K - $648K
|
6.51K
$645K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.05K+ 58.05% |
$598K - $602K
|
16.5K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.84KNew |
$577K - $581K
|
5.84K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$509K - $512K
|
5.15K
$510K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.92KNew |
$486K - $489K
|
4.92K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.82K+ 6.91% |
$477K - $480K
|
74.6K
$7.38M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.76KNew |
$471K - $474K
|
4.76K
$471K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.67KNew |
$462K - $465K
|
4.67K
$463K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.5K+ 198.46% |
$445K - $448K
|
6.77K
$670K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
4.4K+ 76.5% |
$435K - $438K
|
10.1K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
4.37K+ 1.98% |
$432K - $435K
|
225K
$22.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.31KNew |
$426K - $429K
|
4.31K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.22KNew |
$418K - $420K
|
4.22K
$418K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.21K+ 13.89% |
$417K - $419K
|
34.5K
$3.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.73K+ 14.56% |
$369K - $371K
|
29.3K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.65KNew |
$361K - $363K
|
3.65K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.57KNew |
$353K - $355K
|
3.57K
$353K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.56K+ 110.11% |
$352K - $355K
|
6.8K
$673K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.4KNew |
$336K - $338K
|
3.4K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.3K+ 68.98% |
$327K - $329K
|
8.09K
$801K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.29K+ 2.17% |
$325K - $327K
|
155K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.09K+ 3.82% |
$305K - $307K
|
84K
$8.31M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
3.08KNew |
$305K - $307K
|
3.08K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.97K+ 4.31% |
$294K - $296K
|
71.9K
$7.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.94KNew |
$291K - $293K
|
2.94K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.72K+ 11.06% |
$269K - $270K
|
27.3K
$2.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.68KNew |
$265K - $267K
|
2.68K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 45.69% |
$262K - $264K
|
8.45K
$837K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.63KNew |
$260K - $261K
|
2.63K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.57KNew |
$254K - $256K
|
2.57K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.51KNew |
$249K - $250K
|
2.51K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.5KNew |
$247K - $249K
|
2.5K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.39KNew |
$236K - $238K
|
2.39K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.31K+ 5.92% |
$229K - $230K
|
41.4K
$4.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.28KNew |
$225K - $227K
|
2.28K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.27KNew |
$224K - $226K
|
2.27K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$219K - $220K
|
2.22K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$219K - $220K
|
2.21K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.16KNew |
$213K - $215K
|
2.16K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.1K+ 38.93% |
$208K - $209K
|
7.5K
$743K
|