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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-396- 15.62% |
$39.2K - $39.4K
|
2.14K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-349- 4.03% |
$34.6K - $34.7K
|
8.31K
$825K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
6.32K+ 2.36% |
$627K - $629K
|
274K
$27.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-9.73K- 75.92% |
$964K - $968K
|
3.09K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.01K- 6.82% |
$99.8K - $100K
|
13.8K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.36% |
$7.73K - $7.76K
|
21.4K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.42K+ 7.93% |
$339K - $340K
|
46.5K
$4.62M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
268+ 6.97% |
$26.6K - $26.7K
|
4.11K
$408K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-680- 13.12% |
$67.4K - $67.7K
|
4.5K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-11.7K- 19.11% |
$1.16M - $1.16M
|
49.6K
$4.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
235+ 6.14% |
$23.3K - $23.4K
|
4.06K
$403K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-639- 1.53% |
$63.3K - $63.6K
|
41.1K
$4.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.4KNew |
$436K - $437K
|
4.4K
$436K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.92K- 70.4% |
$488K - $490K
|
2.07K
$205K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
2.12KNew |
$210K - $211K
|
2.12K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.22K- 28.16% |
$418K - $420K
|
10.8K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8K+ 18.46% |
$793K - $796K
|
51.3K
$5.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-152K- 7.48% |
$15M - $15.1M
|
1.88M
$186M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-33.6K- 80.87% |
$3.33M - $3.35M
|
7.96K
$789K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
7.76K+ 7.51% |
$769K - $772K
|
111K
$11M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.73K- 26.02% |
$567K - $570K
|
16.3K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.11K- 32.22% |
$110K - $110K
|
2.33K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-30.3K- 46.26% |
$3M - $3.01M
|
35.2K
$3.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.82K- 67.04% |
$775K - $778K
|
3.85K
$382K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-110- 20.75% |
$10.9K - $10.9K
|
420
$41.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
16.8K+ 99.73% |
$1.67M - $1.68M
|
33.7K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-59- 2.04% |
$5.85K - $5.87K
|
2.83K
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-2.05K- 8.05% |
$203K - $204K
|
23.4K
$2.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-308- 1.57% |
$30.5K - $30.6K
|
19.3K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.1K+ 47.16% |
$109K - $109K
|
3.42K
$339K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.46K- 8.03% |
$145K - $145K
|
16.7K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.71K- 20.02% |
$467K - $469K
|
18.8K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
704+ 10.85% |
$69.8K - $70K
|
7.19K
$714K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.39K- 13.39% |
$138K - $139K
|
9.02K
$895K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.29K+ 8.62% |
$623K - $625K
|
79.2K
$7.86M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
2.1K+ 22.16% |
$208K - $209K
|
11.6K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.37K- 37.45% |
$136K - $137K
|
2.29K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
16.9K+ 15.44% |
$1.68M - $1.68M
|
127K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.1K+ 99.53% |
$4.37M - $4.39M
|
88.4K
$8.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
644+ 6.15% |
$63.8K - $64.1K
|
11.1K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.75K- 56.17% |
$569K - $572K
|
4.48K
$445K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.92KNew |
$290K - $291K
|
2.92K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-730- 7.51% |
$72.3K - $72.6K
|
9K
$893K
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-8.02K- 51.12% |
$794K - $798K
|
7.67K
$761K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.1K- 36.03% |
$1.8M - $1.8M
|
32.2K
$3.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
102K+ 61.97% |
$10.1M - $10.1M
|
266K
$26.4M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
10.7K+ 297.26% |
$1.06M - $1.07M
|
14.3K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-17.5K- 40.37% |
$1.73M - $1.74M
|
25.8K
$2.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-1.64K- 16.2% |
$163K - $163K
|
8.5K
$843K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
669+ 7.22% |
$66.3K - $66.6K
|
9.94K
$986K
|