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 234 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
10,093
shares
|
$1 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
Meridian Management CO
|
May 02, 2024 Q1 2024 |
10,062
shares
|
$999,860
0.28% of portfolio
|
Q1 2024
Added 5.65%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
10,007
shares
|
$994,395
0.0% of portfolio
|
Q1 2024
New holding
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 15, 2024 Q1 2024 |
9,364
shares
|
$930,500
0.67% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
9,220
shares
|
$916,191
0.04% of portfolio
|
Q1 2024
New holding
|
|
Insight 2811, Inc.
Chicago, IL |
May 06, 2024 Q1 2024 |
9,053
shares
|
$899,596
0.45% of portfolio
|
Q3 2023
New holding
|
|
Values First Advisors, Inc.
|
Apr 23, 2024 Q1 2024 |
8,965
shares
|
$890,852
0.53% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Apr 12, 2024 Q1 2024 |
8,958
shares
|
$890,156
0.41% of portfolio
|
Q1 2024
Added 0.53%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
8,905
shares
|
$884,889
0.07% of portfolio
|
Q1 2024
Added 34.01%
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
May 07, 2024 Q1 2024 |
8,858
shares
|
$880,219
0.6% of portfolio
|
Q1 2024
New holding
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
8,650
shares
|
$859,550
0.03% of portfolio
|
Q1 2024
Added 2.37%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
8,284
shares
|
$823,181
0.1% of portfolio
|
Q1 2024
New holding
|
|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
7,976
shares
|
$792,575
0.12% of portfolio
|
Q1 2024
Added 32.36%
|
|
Flputnam Investment Management CO
Portland, ME |
May 03, 2024 Q1 2024 |
7,825
shares
|
$777,570
0.02% of portfolio
|
Q1 2024
Added 3.3%
|
|
Stonebridge Financial Planning Group, LLC
|
May 13, 2024 Q1 2024 |
7,615
shares
|
$756,702
0.42% of portfolio
|
Q1 2024
Added 1.51%
|
|
Wbh Advisory Inc
|
Apr 16, 2024 Q1 2024 |
7,534
shares
|
$748,653
0.08% of portfolio
|
Q1 2024
Reduced 11.43%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
7,518
shares
|
$747,063
0.0% of portfolio
|
Q1 2024
Reduced 10.54%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
7,437
shares
|
$739,014
0.0% of portfolio
|
Q1 2024
New holding
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
7,435
shares
|
$738,815
0.01% of portfolio
|
Q1 2024
Added 32.27%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
7,351
shares
|
$730,468
0.59% of portfolio
|
Q4 2023
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
7,102
shares
|
$705,725
0.15% of portfolio
|
Q1 2024
Added 4.49%
|
|
Sound Financial Strategies Group, LLC
|
May 13, 2024 Q1 2024 |
6,969
shares
|
$692,509
0.63% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
6,956
shares
|
$691,217
0.23% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
6,581
shares
|
$653,953
0.19% of portfolio
|
Q1 2024
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
6,340
shares
|
$630,005
0.07% of portfolio
|
Q1 2024
Reduced 3.1%
|