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 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-865- 21.88% |
$85.7K - $86.1K
|
3.09K
$306K
|
|
Apr 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-10.4K- 8.59% |
$1.03M - $1.03M
|
111K
$10.9M
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-503- 6.74% |
$49.8K - $50.1K
|
6.96K
$689K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.51K- 66.67% |
$447K - $449K
|
2.26K
$223K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-52.4K- 3.02% |
$5.19M - $5.22M
|
1.68M
$167M
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-38.6K- 73.84% |
$3.82M - $3.84M
|
13.7K
$1.35M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.28K- 2.5% |
$127K - $127K
|
49.8K
$4.93M
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-147- 99.32% |
$14.5K - $14.6K
|
1
$99
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
38.3K+ 33.34% |
$3.79M - $3.82M
|
153K
$15.2M
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-83.3K- 32.8% |
$8.24M - $8.29M
|
171K
$16.9M
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
93New |
$9.2K - $9.26K
|
93
$9.21K
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
192KNew |
$19M - $19.1M
|
192K
$19M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-382- 67.97% |
$37.8K - $38K
|
180
$17.8K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
73+ 0.78% |
$7.22K - $7.27K
|
9.46K
$937K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-37.8K- 27.41% |
$3.74M - $3.77M
|
100K
$9.92M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$509K - $512K
|
5.15K
$510K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-325- 11.7% |
$32.1K - $32.3K
|
2.45K
$243K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.35KNew |
$727K - $732K
|
7.35K
$728K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-679- 0.55% |
$67.1K - $67.6K
|
123K
$12.2M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 1.35% |
$98.9 - $99.5
|
75
$7.43K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.16KNew |
$213K - $215K
|
2.16K
$214K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.56K- 2.04% |
$253K - $255K
|
123K
$12.2M
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.51KNew |
$249K - $250K
|
2.51K
$249K
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.27KNew |
$224K - $226K
|
2.27K
$225K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.57KNew |
$353K - $355K
|
3.57K
$353K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22- 14.19% |
$2.18K - $2.19K
|
133
$13.2K
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
955New |
$94.4K - $95.1K
|
955
$94.5K
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
141+ 5.22% |
$13.9K - $14K
|
2.84K
$281K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.02K+ 4.76% |
$199K - $201K
|
44.4K
$4.39M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-976- 34.54% |
$96.5K - $97.1K
|
1.85K
$183K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
226+ 262.79% |
$22.3K - $22.5K
|
312
$30.9K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31New |
$3.07K - $3.09K
|
31
$3.07K
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.38KNew |
$136K - $137K
|
1.38K
$136K
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$219K - $220K
|
2.22K
$219K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.39KNew |
$236K - $238K
|
2.39K
$236K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.28KNew |
$225K - $227K
|
2.28K
$226K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.76KNew |
$471K - $474K
|
4.76K
$471K
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-200- 6.25% |
$19.8K - $19.9K
|
3K
$297K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.72K- 95.13% |
$664K - $668K
|
344
$34.1K
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.5KNew |
$247K - $249K
|
2.5K
$248K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 0.93% |
$989 - $995
|
1.06K
$105K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.68KNew |
$265K - $267K
|
2.68K
$265K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9K+ 36.31% |
$1.48M - $1.49M
|
56K
$5.55M
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
377+ 5.81% |
$37.3K - $37.5K
|
6.86K
$680K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.21K+ 13.89% |
$417K - $419K
|
34.5K
$3.42M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.62K- 14.63% |
$457K - $460K
|
27K
$2.67M
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.41% |
$693 - $696
|
503
$49.8K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
43New |
$4.26K - $4.28K
|
43
$4.26K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8+ 4.71% |
$792 - $796
|
178
$17.6K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.4K- 33.24% |
$138K - $139K
|
2.81K
$278K
|