Latest Institutional Transactions on Spdr Bloomberg 3 12 Month T Bi (BILS)
This table provides information on the latest institutional transactions involving Spdr Bloomberg 3 12 Month T Bi (BILS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
889+ 27.15% |
$88.1K - $88.5K
|
4.16K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-47K- 78.79% |
$4.66M - $4.68M
|
12.7K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-381- 4.79% |
$37.8K - $37.9K
|
7.57K
$752K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-18- 0.77% |
$1.78K - $1.79K
|
2.32K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
65.8K+ 22.11% |
$6.52M - $6.54M
|
363K
$36.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-79.3K- 16.59% |
$7.86M - $7.89M
|
399K
$39.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.49K+ 1.23% |
$147K - $148K
|
122K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-34.2K- 81.1% |
$3.39M - $3.4M
|
7.97K
$791K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 11.39% |
$113K - $113K
|
8.83K
$877K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.27KNew |
$225K - $226K
|
2.27K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.55K- 2.46% |
$649K - $651K
|
259K
$25.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
55.8K+ 14.81% |
$5.53M - $5.55M
|
433K
$43M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.34KNew |
$826K - $829K
|
8.34K
$828K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-504- 24.82% |
$50K - $50.2K
|
1.53K
$152K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6.2K- 85.93% |
$614K - $617K
|
1.01K
$101K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.9KNew |
$1.77M - $1.78M
|
17.9K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-891- 7.69% |
$88.3K - $88.7K
|
10.7K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-109- 0.98% |
$10.8K - $10.8K
|
11K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-313- 6.9% |
$31K - $31.1K
|
4.22K
$419K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-134K- 45.34% |
$13.3M - $13.3M
|
161K
$16M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-917- 3.92% |
$90.9K - $91.3K
|
22.5K
$2.23M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-5.59K- 25.64% |
$554K - $556K
|
16.2K
$1.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-694- 15.42% |
$68.8K - $69.1K
|
3.81K
$378K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.64K- 36.49% |
$162K - $163K
|
2.85K
$283K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
4.92K+ 4.43% |
$488K - $490K
|
116K
$11.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-256- 1.09% |
$25.4K - $25.5K
|
23.3K
$2.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-990- 6.35% |
$98.1K - $98.5K
|
14.6K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-49- 1.73% |
$4.86K - $4.88K
|
2.78K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.81K- 6.77% |
$179K - $180K
|
24.9K
$2.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13.2K- 20.92% |
$1.31M - $1.31M
|
49.8K
$4.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.48K+ 91.69% |
$344K - $346K
|
7.27K
$722K
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
BUY
|
- |
1.87K+ 55.56% |
$185K - $186K
|
5.23K
$520K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
83.3K+ 61.51% |
$8.26M - $8.29M
|
219K
$21.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.05K+ 3.99% |
$203K - $204K
|
53.4K
$5.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.5K+ 4.58% |
$347K - $348K
|
79.8K
$7.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
19.4KNew |
$1.92M - $1.93M
|
19.4K
$1.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.8K- 18.85% |
$1.27M - $1.28M
|
55.3K
$5.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-286- 81.25% |
$28.3K - $28.5K
|
66
$6.56K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
20+ 3.75% |
$1.98K - $1.99K
|
554
$55K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
72.2K+ 28.0% |
$7.15M - $7.18M
|
330K
$32.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-16.4K- 33.1% |
$1.63M - $1.63M
|
33.1K
$3.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13K+ 10.72% |
$1.28M - $1.29M
|
134K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.26KNew |
$422K - $423K
|
4.26K
$423K
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
68+ 0.89% |
$6.74K - $6.77K
|
7.73K
$768K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-672- 1.64% |
$66.6K - $66.9K
|
40.4K
$4.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.75K+ 18.01% |
$471K - $473K
|
31.1K
$3.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-130- 1.37% |
$12.9K - $12.9K
|
9.35K
$928K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.48K+ 15.21% |
$245K - $246K
|
18.8K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-5.24K- 43.95% |
$520K - $522K
|
6.69K
$664K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
250New |
$24.8K - $24.9K
|
250
$24.8K
|
|