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
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-325- 11.7% |
$32.1K - $32.3K
|
2.45K
$243K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-382- 67.97% |
$37.8K - $38K
|
180
$17.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-417- 0.93% |
$41.2K - $41.5K
|
44.6K
$4.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-442- 5.92% |
$43.7K - $44K
|
7.02K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-467- 15.77% |
$46.2K - $46.5K
|
2.5K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-540- 13.25% |
$53.4K - $53.7K
|
3.53K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-679- 0.55% |
$67.1K - $67.6K
|
123K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-713- 8.9% |
$70.5K - $71K
|
7.3K
$723K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-714- 0.4% |
$70.6K - $71.1K
|
180K
$17.8M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-778- 21.58% |
$76.9K - $77.4K
|
2.83K
$280K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-867- 0.71% |
$85.7K - $86.3K
|
121K
$12M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-881- 12.31% |
$87.1K - $87.7K
|
6.27K
$621K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-936- 19.73% |
$92.6K - $93.2K
|
3.81K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-976- 34.54% |
$96.5K - $97.1K
|
1.85K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1K- 20.22% |
$98.9K - $99.5K
|
3.95K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1K- 24.52% |
$98.9K - $99.5K
|
3.08K
$305K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.01K- 2.92% |
$99.8K - $100K
|
33.6K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.07K- 2.05% |
$106K - $107K
|
51.3K
$5.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.19K- 12.31% |
$118K - $119K
|
8.51K
$842K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.35K- 3.9% |
$134K - $135K
|
33.4K
$3.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.53K- 5.98% |
$152K - $153K
|
24.1K
$2.39M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.66K- 3.15% |
$164K - $165K
|
51.1K
$5.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.8K- 45.01% |
$178K - $179K
|
2.19K
$217K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.8K- 45.01% |
$178K - $179K
|
2.19K
$217K
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.04K- 1.89% |
$202K - $203K
|
106K
$10.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.15K- 9.43% |
$213K - $214K
|
20.6K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.56K- 2.04% |
$253K - $255K
|
123K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.89K- 5.93% |
$286K - $288K
|
45.9K
$4.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.39K- 24.26% |
$335K - $337K
|
10.6K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.42K- 10.59% |
$339K - $341K
|
28.9K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.67K- 18.18% |
$363K - $365K
|
16.5K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.81K- 44.74% |
$376K - $379K
|
4.7K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.93K- 8.76% |
$389K - $391K
|
40.9K
$4.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-4.08K- 36.09% |
$403K - $406K
|
7.22K
$715K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.62K- 14.63% |
$457K - $460K
|
27K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.87K- 29.38% |
$482K - $485K
|
11.7K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-5.74K- 18.62% |
$567K - $571K
|
25.1K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.42K- 96.27% |
$635K - $639K
|
249
$24.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.72K- 95.13% |
$664K - $668K
|
344
$34.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.05K- 23.25% |
$697K - $702K
|
23.3K
$2.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.55K- 50.31% |
$747K - $752K
|
7.46K
$739K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 1.39% |
$1.02M - $1.03M
|
737K
$73M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-18.9K- 34.24% |
$1.87M - $1.88M
|
36.4K
$3.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.7K- 14.78% |
$1.94M - $1.96M
|
113K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.4K- 80.14% |
$2.02M - $2.03M
|
5.06K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-22K- 12.97% |
$2.17M - $2.19M
|
147K
$14.6M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-24.3K- 10.91% |
$2.4M - $2.42M
|
198K
$19.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-24.3K- 10.91% |
$2.4M - $2.42M
|
198K
$19.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.6K- 22.22% |
$2.63M - $2.65M
|
93.2K
$9.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-27.5K- 17.62% |
$2.72M - $2.74M
|
129K
$12.7M
|