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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
14,604
shares
|
$1.45 Million
0.49% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,953
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
13,555
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,508
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
12,819
shares
|
$1.27 Million
0.82% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
12,812
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
12,432
shares
|
$1.23 Million
1.05% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
12,256
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Added 35.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,665
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
11,577
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
10,867
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Added 46.16%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,731
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,517
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
10,468
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,409
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
10,228
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Added 330.65%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
10,138
shares
|
$1.01 Million
0.56% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
10,086
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
9,980
shares
|
$991,213
0.67% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
9,912
shares
|
$984,459
0.26% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
9,725
shares
|
$965,886
0.49% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
9,491
shares
|
$942,646
0.71% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
9,475
shares
|
$941,056
0.93% of portfolio
|
Q1 2025
Added 36.33%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
9,447
shares
|
$938,276
0.5% of portfolio
|
Q1 2025
Added 166.86%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
9,306
shares
|
$924,271
0.1% of portfolio
|
Q1 2025
Reduced 17.69%
|