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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.27KNew |
$225K - $226K
|
2.27K
$225K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.91K- 12.99% |
$190K - $190K
|
12.8K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
25.1KNew |
$2.49M - $2.5M
|
25.1K
$2.49M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
145K+ 17.75% |
$14.3M - $14.4M
|
958K
$95.1M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.9K- 19.14% |
$486K - $488K
|
20.7K
$2.05M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 8.26% |
$4.76K - $4.78K
|
629
$62.4K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 20.84% |
$116K - $116K
|
4.43K
$440K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2K- 17.69% |
$198K - $199K
|
9.31K
$924K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
41New |
$4.07K - $4.08K
|
41
$4.07K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-625- 1.87% |
$62K - $62.2K
|
32.8K
$3.26M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5K+ 102.84% |
$1.74M - $1.74M
|
34.6K
$3.43M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$9.92K - $9.95K
|
100
$9.92K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.15K+ 8.38% |
$114K - $114K
|
14.9K
$1.47M
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.22K- 3.48% |
$418K - $420K
|
117K
$11.6M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$248K - $249K
|
2.5K
$248K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.51K+ 124.94% |
$150K - $150K
|
2.72K
$269K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-885- 15.83% |
$87.8K - $88.1K
|
4.71K
$467K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-104- 81.25% |
$10.3K - $10.4K
|
24
$2.38K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.26K- 13.92% |
$125K - $125K
|
7.77K
$771K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.43K+ 46.16% |
$340K - $342K
|
10.9K
$1.08M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.12KNew |
$310K - $311K
|
3.12K
$310K
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.88K- 65.31% |
$385K - $386K
|
2.06K
$204K
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-4.73K- 58.55% |
$469K - $471K
|
3.35K
$332K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 0.7% |
$39.7K - $39.8K
|
56.5K
$5.6M
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.53K+ 36.33% |
$250K - $251K
|
9.48K
$940K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.17KNew |
$414K - $415K
|
4.17K
$414K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.81K+ 79.14% |
$179K - $180K
|
4.09K
$406K
|
|
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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7New |
$694 - $697
|
7
$695
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-3.03K- 46.85% |
$300K - $302K
|
3.44K
$341K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.7% |
$2.88K - $2.89K
|
4.17K
$414K
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8KNew |
$793K - $796K
|
8K
$794K
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.88K+ 139.28% |
$385K - $386K
|
6.67K
$662K
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
8.39KNew |
$831K - $834K
|
8.39K
$832K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
548+ 4.61% |
$54.3K - $54.5K
|
12.4K
$1.23M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.56KNew |
$254K - $255K
|
2.56K
$254K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-225- 20.89% |
$22.3K - $22.4K
|
852
$84.6K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-25.4K- 90.34% |
$2.52M - $2.53M
|
2.72K
$270K
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.61K- 51.97% |
$259K - $260K
|
2.42K
$240K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
20+ 111.11% |
$1.98K - $1.99K
|
38
$3.77K
|
|
Q4 2024 | |||||||
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
69.7KNew |
$6.9M - $6.94M
|
69.7K
$6.92M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
479New |
$47.4K - $47.7K
|
479
$47.5K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
95+ 3.66% |
$9.41K - $9.45K
|
2.69K
$267K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-49- 4.08% |
$4.85K - $4.88K
|
1.15K
$114K
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
5.13KNew |
$507K - $510K
|
5.13K
$509K
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5.78K- 17.36% |
$572K - $575K
|
27.5K
$2.73M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-249- 9.32% |
$24.7K - $24.8K
|
2.42K
$241K
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-913- 13.32% |
$90.4K - $90.8K
|
5.94K
$589K
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
5.85KNew |
$579K - $582K
|
5.85K
$581K
|