Institutional Ownership Spdr Bloomberg 3 12 Month T Bi (BILS)
This table provides information about the institutional ownership of Spdr Bloomberg 3 12 Month T Bi (BILS). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,247,660
shares
|
$223 Million
0.1% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,678,123
shares
|
$166 Million
0.72% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,488,663
shares
|
$148 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
1,190,566
shares
|
$118 Million
12.37% of portfolio
|
Q3 2024
Added 188.03%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
802,048
shares
|
$79.5 Million
1.36% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
796,934
shares
|
$79 Million
0.19% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
745,300
shares
|
$73.9 Million
0.12% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
682,188
shares
|
$67.6 Million
3.28% of portfolio
|
Q2 2023
Added 2.3%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
620,884
shares
|
$61.5 Million
1.35% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
548,036
shares
|
$54.3 Million
9.99% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
539,448
shares
|
$53.5 Million
5.54% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
506,260
shares
|
$50.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
384,395
shares
|
$38.1 Million
0.06% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
371,279
shares
|
$36.8 Million
4.42% of portfolio
|
Q3 2024
Added 2691.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
363,715
shares
|
$36 Million
0.46% of portfolio
|
Q3 2024
Added 167.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
347,342
shares
|
$34.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
332,499
shares
|
$32.9 Million
12.29% of portfolio
|
Q3 2024
Added 35.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
324,215
shares
|
$32.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
315,660
shares
|
$31.3 Million
0.46% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
277,953
shares
|
$27.5 Million
0.01% of portfolio
|
Q3 2024
Added 89.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
249,622
shares
|
$24.7 Million
0.01% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
246,344
shares
|
$24.4 Million
21.97% of portfolio
|
Q2 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
224,996
shares
|
$22.3 Million
1.21% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
201,609
shares
|
$20 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
191,323
shares
|
$19 Million
4.91% of portfolio
|
Q2 2024
Added 0.75%
|