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 289 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
191,323
shares
|
$19 Million
4.91% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
182,923
shares
|
$18.2 Million
1.82% of portfolio
|
Q1 2025
Added 50.56%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
173,279
shares
|
$17.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 52.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
168,697
shares
|
$16.8 Million
0.01% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
167,836
shares
|
$16.7 Million
16.32% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
167,345
shares
|
$16.6 Million
1.37% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
164,250
shares
|
$16.3 Million
0.03% of portfolio
|
Q1 2025
Added 56.18%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
152,165
shares
|
$15.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
137,815
shares
|
$13.7 Million
7.04% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
137,073
shares
|
$13.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
135,975
shares
|
$13.5 Million
0.08% of portfolio
|
Q1 2025
Added 21.48%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
135,483
shares
|
$13.5 Million
4.42% of portfolio
|
Q1 2025
Added 120.77%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
132,608
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2025
Added 829.28%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
131,146
shares
|
$13 Million
0.95% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
124,968
shares
|
$12.4 Million
0.31% of portfolio
|
Q1 2025
Added 35.51%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
120,571
shares
|
$12 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
119,508
shares
|
$11.9 Million
7.53% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
117,993
shares
|
$11.7 Million
7.37% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
117,019
shares
|
$11.6 Million
10.07% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
116,686
shares
|
$11.6 Million
8.23% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
112,950
shares
|
$11.2 Million
8.44% of portfolio
|
Q1 2025
Added 324.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
111,123
shares
|
$11 Million
0.11% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
109,605
shares
|
$10.9 Million
11.17% of portfolio
|
Q1 2025
Added 1485.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
108,411
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Added 36.58%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
106,036
shares
|
$10.5 Million
2.24% of portfolio
|
Q1 2025
Added 7.86%
|