Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG 3-12 MONTH T-BI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.3K+ 222.42% |
$1.32M - $1.32M
|
19.3K
$1.91M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.7KNew |
$1.26M - $1.26M
|
12.7K
$1.26M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
12.5KNew |
$1.24M - $1.24M
|
12.5K
$1.24M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.9K+ 11930.0% |
$1.18M - $1.19M
|
12K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
11.3K+ 370.34% |
$1.12M - $1.12M
|
14.3K
$1.42M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 194.0% |
$1.09M - $1.09M
|
16.6K
$1.65M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.9KNew |
$1.08M - $1.09M
|
10.9K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 71.52% |
$1.08M - $1.09M
|
26.2K
$2.59M
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
10.3K+ 8.18% |
$1.03M - $1.03M
|
137K
$13.6M
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
10.1KNew |
$1.01M - $1.01M
|
10.1K
$1M
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
10K+ 102.07% |
$992K - $997K
|
19.8K
$1.96M
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.27KNew |
$919K - $923K
|
9.27K
$919K
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
8.73KNew |
$865K - $870K
|
8.73K
$865K
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.56KNew |
$848K - $852K
|
8.56K
$848K
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
8.49KNew |
$842K - $846K
|
8.49K
$842K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.22K+ 76.58% |
$815K - $819K
|
19K
$1.88M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.89KNew |
$683K - $687K
|
6.89K
$683K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.3KNew |
$624K - $627K
|
6.3K
$624K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.51KNew |
$547K - $549K
|
5.51K
$546K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.17KNew |
$512K - $515K
|
5.17K
$512K
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.68KNew |
$463K - $466K
|
4.68K
$463K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.37K+ 546.0% |
$433K - $435K
|
5.17K
$512K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.21KNew |
$417K - $420K
|
4.21K
$417K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.16K+ 10.36% |
$413K - $415K
|
44.3K
$4.39M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.98KNew |
$395K - $397K
|
3.98K
$395K
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.94KNew |
$390K - $392K
|
3.94K
$390K
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
3.85KNew |
$381K - $383K
|
3.85K
$381K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.38KNew |
$335K - $337K
|
3.38K
$335K
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.36KNew |
$333K - $335K
|
3.36K
$333K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.35KNew |
$332K - $334K
|
3.35K
$332K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.33KNew |
$330K - $331K
|
3.33K
$329K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.11K+ 292.66% |
$308K - $310K
|
4.17K
$414K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.02K+ 136.44% |
$299K - $301K
|
5.23K
$518K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3KNew |
$297K - $299K
|
3K
$297K
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3K+ 32.93% |
$297K - $299K
|
12.1K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.97K+ 131.42% |
$294K - $296K
|
5.23K
$518K
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.6KNew |
$258K - $259K
|
2.6K
$258K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
2.55KNew |
$252K - $254K
|
2.55K
$252K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.42KNew |
$240K - $241K
|
2.42K
$240K
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.42KNew |
$240K - $241K
|
2.42K
$240K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.41K+ 87.17% |
$238K - $240K
|
5.17K
$512K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.32K+ 32.74% |
$230K - $231K
|
9.41K
$932K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.25KNew |
$223K - $224K
|
2.25K
$223K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.08KNew |
$206K - $207K
|
2.08K
$206K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.06K+ 99.66% |
$204K - $205K
|
4.12K
$409K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.02KNew |
$200K - $201K
|
2.02K
$200K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.02KNew |
$200K - $201K
|
2.02K
$200K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.25KNew |
$124K - $125K
|
1.25K
$124K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.05K+ 8.14% |
$104K - $105K
|
13.9K
$1.38M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$99.1K - $99.6K
|
1K
$99.1K
|