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 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.04K+ 17.9% |
$202K - $203K
|
13.5K
$1.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.02KNew |
$200K - $201K
|
2.02K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.02K+ 4.76% |
$199K - $201K
|
44.4K
$4.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.93K+ 81.91% |
$190K - $192K
|
4.28K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.38KNew |
$136K - $137K
|
1.38K
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 17.42% |
$123K - $124K
|
8.4K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.21K+ 53.62% |
$119K - $120K
|
3.46K
$342K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.17K+ 10.58% |
$116K - $116K
|
12.2K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
955New |
$94.4K - $95.1K
|
955
$94.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
950+ 8.81% |
$93.9K - $94.6K
|
11.7K
$1.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
898+ 3.52% |
$88.8K - $89.4K
|
26.4K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
851New |
$84.2K - $84.7K
|
851
$84.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
833New |
$82.4K - $82.9K
|
833
$82.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
700+ 5.62% |
$69.2K - $69.7K
|
13.2K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
691+ 11.81% |
$68.3K - $68.8K
|
6.54K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
654+ 6.98% |
$64.7K - $65.1K
|
10K
$993K
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
649+ 7.86% |
$64.2K - $64.6K
|
8.91K
$882K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
538+ 20.59% |
$53.2K - $53.5K
|
3.15K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
467+ 3.87% |
$46.2K - $46.5K
|
12.5K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
414+ 1.03% |
$40.9K - $41.2K
|
40.6K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
389+ 3.09% |
$38.5K - $38.7K
|
13K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
380+ 6.85% |
$37.6K - $37.8K
|
5.92K
$587K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
377+ 5.81% |
$37.3K - $37.5K
|
6.86K
$680K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
280+ 1.9% |
$27.7K - $27.9K
|
15K
$1.49M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
230+ 1.99% |
$22.7K - $22.9K
|
11.8K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
226+ 262.79% |
$22.3K - $22.5K
|
312
$30.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
146+ 1.3% |
$14.4K - $14.5K
|
11.3K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
141+ 5.22% |
$13.9K - $14K
|
2.84K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
100+ 1.34% |
$9.89K - $9.95K
|
7.58K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
100New |
$9.89K - $9.95K
|
100
$9.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
93New |
$9.2K - $9.26K
|
93
$9.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
73+ 0.78% |
$7.22K - $7.27K
|
9.46K
$937K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
73+ 1.77% |
$7.22K - $7.27K
|
4.19K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
54+ 10.8% |
$5.34K - $5.37K
|
554
$54.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31New |
$3.07K - $3.09K
|
31
$3.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
30+ 2.73% |
$2.97K - $2.99K
|
1.13K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.11% |
$2.77K - $2.79K
|
24.6K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
23+ 0.42% |
$2.27K - $2.29K
|
5.45K
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.8% |
$396 - $398
|
507
$50.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 1.35% |
$98.9 - $99.5
|
75
$7.43K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 0.93% |
$989 - $995
|
1.06K
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22- 14.19% |
$2.18K - $2.19K
|
133
$13.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-144- 28.57% |
$14.2K - $14.3K
|
360
$35.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-147- 99.32% |
$14.5K - $14.6K
|
1
$99
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-150- 2.33% |
$14.8K - $14.9K
|
6.29K
$623K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-200- 6.25% |
$19.8K - $19.9K
|
3K
$297K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-208- 0.23% |
$20.6K - $20.7K
|
90.3K
$8.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-214- 5.14% |
$21.2K - $21.3K
|
3.95K
$391K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-231- 5.84% |
$22.8K - $23K
|
3.72K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-237- 23.54% |
$23.4K - $23.6K
|
770
$76.3K
|