Latest Institutional Purchases of Spdr Bloomberg 3 12 Month T Bi (BILS)
This list provides information on the latest institutional transactions involving Spdr Bloomberg 3 12 Month T Bi (BILS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
879+ 23.58% |
$87K - $87.5K
|
4.61K
$457K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
801+ 0.36% |
$79.3K - $79.8K
|
225K
$22.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
771+ 3.05% |
$76.3K - $76.8K
|
26K
$2.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
580+ 1160.0% |
$57.4K - $57.8K
|
630
$62.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
534+ 67.85% |
$52.8K - $53.2K
|
1.32K
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
511+ 8.4% |
$50.6K - $50.9K
|
6.59K
$654K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
410+ 9.91% |
$40.6K - $40.8K
|
4.55K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
368+ 16.5% |
$36.4K - $36.6K
|
2.6K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
341+ 12.62% |
$33.7K - $34K
|
3.04K
$302K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
327+ 8.85% |
$32.4K - $32.6K
|
4.02K
$399K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
291+ 3.12% |
$28.8K - $29K
|
9.63K
$956K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
223+ 0.89% |
$22.1K - $22.2K
|
25.4K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
129+ 1.41% |
$12.8K - $12.8K
|
9.3K
$923K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
119+ 1.24% |
$11.8K - $11.9K
|
9.74K
$967K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
103New |
$10.2K - $10.3K
|
103
$10.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$9.9K - $9.96K
|
100
$9.93K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
56+ 1.72% |
$5.54K - $5.58K
|
3.32K
$330K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
54+ 1.3% |
$5.34K - $5.38K
|
4.22K
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 1.32% |
$5.25K - $5.28K
|
4.08K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
35+ 1.55% |
$3.46K - $3.49K
|
2.3K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
34+ 1.19% |
$3.36K - $3.39K
|
2.89K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
29+ 0.77% |
$2.87K - $2.89K
|
3.81K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 0.39% |
$1.09K - $1.1K
|
2.84K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.25% |
$99 - $99.6
|
81
$8.04K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
246KNew |
$24.4M - $24.5M
|
246K
$24.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
118K+ 5734.32% |
$11.7M - $11.7M
|
120K
$11.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
72.5K+ 13.92% |
$7.17M - $7.2M
|
593K
$58.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
29.8K+ 16.95% |
$2.95M - $2.96M
|
206K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
26.1KNew |
$2.59M - $2.6M
|
26.1K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
7.69KNew |
$761K - $764K
|
7.69K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.62KNew |
$754K - $757K
|
7.62K
$756K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.96KNew |
$491K - $493K
|
4.96K
$492K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.68K+ 9.06% |
$463K - $465K
|
56.3K
$5.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$414K - $416K
|
4.18K
$415K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.75KNew |
$371K - $373K
|
3.75K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.79KNew |
$276K - $277K
|
2.79K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.72KNew |
$269K - $270K
|
2.72K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.5KNew |
$247K - $249K
|
2.5K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.42K+ 0.75% |
$140K - $141K
|
191K
$19M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.3K+ 5.3% |
$129K - $129K
|
25.8K
$2.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
816+ 2.7% |
$80.8K - $81.1K
|
31K
$3.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
452New |
$44.7K - $44.9K
|
452
$44.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
252+ 26.39% |
$24.9K - $25K
|
1.21K
$120K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
135New |
$13.4K - $13.4K
|
135
$13.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
80New |
$7.92K - $7.95K
|
80
$7.94K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
54+ 4.71% |
$5.34K - $5.37K
|
1.2K
$119K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
$2.47K - $2.49K
|
25
$2.48K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
67.8KNew |
$6.72M - $6.75M
|
67.8K
$6.73M
|
|