Purchases and Sales Made in Q4 2024 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 2024. 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 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-6.26K- 5.96% |
$620K - $623K
|
98.8K
$9.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.68K- 8.54% |
$761K - $764K
|
82.2K
$8.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-8.55K- 23.28% |
$846K - $850K
|
28.2K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.22K- 19.8% |
$913K - $918K
|
37.4K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.93K- 14.34% |
$983K - $988K
|
59.3K
$5.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10.7K- 0.64% |
$1.06M - $1.07M
|
1.67M
$166M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-11.1K- 36.19% |
$1.1M - $1.1M
|
19.5K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.6K- 67.66% |
$1.15M - $1.16M
|
5.56K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-13.8K- 31.67% |
$1.37M - $1.37M
|
29.8K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-14.2K- 7.04% |
$1.41M - $1.41M
|
187K
$18.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15K- 32.94% |
$1.49M - $1.5M
|
30.6K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.5K- 1.04% |
$1.53M - $1.54M
|
1.47M
$147M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.4K- 67.51% |
$1.73M - $1.74M
|
8.39K
$835K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-19.4K- 10.51% |
$1.92M - $1.93M
|
165K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-19.4K- 41.86% |
$1.92M - $1.93M
|
26.9K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-21.9K- 69.56% |
$2.16M - $2.17M
|
9.56K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-27.6K- 72.21% |
$2.73M - $2.74M
|
10.6K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-33.2K- 33.67% |
$3.29M - $3.31M
|
65.5K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-34.9K- 55.13% |
$3.45M - $3.47M
|
28.4K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 88.19% |
$3.59M - $3.61M
|
4.86K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-36.9K- 86.14% |
$3.66M - $3.67M
|
5.94K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-37K- 26.04% |
$3.66M - $3.68M
|
105K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.7K- 13.16% |
$4.53M - $4.55M
|
302K
$30M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-48K- 43.05% |
$4.75M - $4.78M
|
63.5K
$6.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48.6K- 29.58% |
$4.81M - $4.83M
|
116K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.2K- 63.57% |
$5.46M - $5.49M
|
31.6K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-61.9K- 65.28% |
$6.12M - $6.16M
|
32.9K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62K- 37.16% |
$6.14M - $6.17M
|
105K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-71.9K- 45.88% |
$7.12M - $7.15M
|
84.8K
$8.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-88.2K- 7.41% |
$8.73M - $8.77M
|
1.1M
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-90.2K- 96.3% |
$8.93M - $8.98M
|
3.46K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-184K- 74.7% |
$18.2M - $18.3M
|
62.3K
$6.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-204K- 64.59% |
$20.2M - $20.3M
|
112K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-294K- 36.61% |
$29.1M - $29.2M
|
508K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-581K- 93.59% |
$57.5M - $57.8M
|
39.8K
$3.96M
|
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-16.1M- 98.99% |
$1.59B - $1.6B
|
164K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-21.2M- 97.07% |
$2.1B - $2.11B
|
641K
$63.8M
|