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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-116- 3.86% |
$11.5K - $11.5K
|
2.89K
$287K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.38K+ 42.37% |
$632K - $635K
|
21.4K
$2.13M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-61.8K- 58.89% |
$6.13M - $6.15M
|
43.1K
$4.29M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
180+ 4.67% |
$17.8K - $17.9K
|
4.04K
$401K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.37K+ 9.05% |
$532K - $534K
|
64.7K
$6.43M
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-4.73K- 58.55% |
$469K - $471K
|
3.35K
$333K
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.12K- 0.92% |
$111K - $111K
|
121K
$12M
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.53K+ 36.33% |
$250K - $251K
|
9.48K
$942K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
59.1K+ 56.18% |
$5.86M - $5.88M
|
164K
$16.3M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 0.7% |
$39.7K - $39.8K
|
56.5K
$5.61M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.3K+ 116.61% |
$2.31M - $2.32M
|
43.3K
$4.31M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
12.3K+ 41.96% |
$1.22M - $1.23M
|
41.7K
$4.15M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.54KNew |
$251K - $252K
|
2.54K
$252K
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
61.4K+ 50.56% |
$6.09M - $6.11M
|
183K
$18.2M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.3K+ 23.14% |
$7.47M - $7.5M
|
401K
$39.8M
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.91K+ 166.86% |
$586K - $588K
|
9.45K
$939K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.17KNew |
$414K - $415K
|
4.17K
$415K
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
74+ 0.74% |
$7.34K - $7.36K
|
10.1K
$1.01M
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.1K- 15.32% |
$109K - $109K
|
6.08K
$604K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.92K+ 2.28% |
$290K - $291K
|
131K
$13M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.38K+ 12.05% |
$137K - $137K
|
12.8K
$1.27M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
106+ 3.58% |
$10.5K - $10.5K
|
3.07K
$305K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.81K+ 79.14% |
$179K - $180K
|
4.09K
$406K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.99K+ 7.4% |
$297K - $298K
|
43.4K
$4.32M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.73K+ 24.34% |
$369K - $371K
|
19K
$1.89M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.1K+ 11.27% |
$506K - $507K
|
50.3K
$5M
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
37.5K+ 275.25% |
$3.71M - $3.73M
|
51.1K
$5.08M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83- 0.79% |
$8.23K - $8.26K
|
10.4K
$1.03M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-680- 18.38% |
$67.4K - $67.7K
|
3.02K
$300K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.02KNew |
$201K - $201K
|
2.02K
$201K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
55.5K+ 580.49% |
$5.5M - $5.52M
|
65.1K
$6.47M
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-3.03K- 46.85% |
$300K - $302K
|
3.44K
$342K
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-12.7K- 77.63% |
$1.26M - $1.27M
|
3.66K
$364K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7New |
$694 - $697
|
7
$696
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
6.68K+ 80.46% |
$662K - $665K
|
15K
$1.49M
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10.1K+ 11.12% |
$998K - $1M
|
101K
$10M
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1K+ 5.99% |
$99.2K - $99.5K
|
17.7K
$1.76M
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
30.3K+ 1494.38% |
$3.01M - $3.02M
|
32.4K
$3.22M
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
5.31K+ 5.42% |
$527K - $529K
|
103K
$10.3M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.7% |
$2.88K - $2.89K
|
4.17K
$415K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81K+ 12.16% |
$278K - $279K
|
25.9K
$2.57M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.16K- 3.24% |
$115K - $116K
|
34.7K
$3.45M
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
18.7K+ 95.61% |
$1.85M - $1.86M
|
38.2K
$3.79M
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
140+ 6.41% |
$13.9K - $13.9K
|
2.32K
$231K
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.88K+ 139.28% |
$385K - $386K
|
6.67K
$663K
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8KNew |
$793K - $796K
|
8K
$795K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.7K+ 109.84% |
$2.55M - $2.56M
|
49.2K
$4.89M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
120+ 1.13% |
$11.9K - $11.9K
|
10.7K
$1.07M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
41.7K+ 133.36% |
$4.13M - $4.15M
|
72.9K
$7.25M
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
773+ 30.27% |
$76.7K - $76.9K
|
3.33K
$331K
|