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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.8K- 60.13% |
$2.95M - $2.97M
|
19.8K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.8K- 41.53% |
$3.54M - $3.57M
|
50.4K
$4.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-37.7K- 67.89% |
$3.73M - $3.75M
|
17.8K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.7K- 67.89% |
$3.73M - $3.75M
|
17.8K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-37.8K- 27.41% |
$3.74M - $3.77M
|
100K
$9.93M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-38.3K- 30.2% |
$3.78M - $3.81M
|
88.5K
$8.76M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-39.3K- 74.38% |
$3.89M - $3.92M
|
13.6K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39.4K- 84.35% |
$3.9M - $3.92M
|
7.31K
$724K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-62K- 83.63% |
$6.13M - $6.17M
|
12.1K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-63.2K- 94.7% |
$6.25M - $6.29M
|
3.54K
$350K
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-83.3K- 32.8% |
$8.24M - $8.29M
|
171K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-83.7K- 32.9% |
$8.27M - $8.33M
|
171K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-86.4K- 13.21% |
$8.54M - $8.6M
|
568K
$56.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 99.54% |
$11.8M - $11.8M
|
554
$54.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-131K- 68.88% |
$13M - $13M
|
59.2K
$5.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-407K- 88.61% |
$40.2M - $40.5M
|
52.3K
$5.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-691K- 85.82% |
$68.4M - $68.8M
|
114K
$11.3M
|