Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.63KNew |
$261K - $262K
|
2.63K
$261K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.61KNew |
$259K - $260K
|
2.61K
$259K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.36K+ 5.31% |
$234K - $235K
|
46.9K
$4.65M
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.22K+ 10.42% |
$220K - $221K
|
23.6K
$2.34M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.17K+ 64.62% |
$215K - $216K
|
5.52K
$548K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.16KNew |
$214K - $215K
|
2.16K
$215K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.96K+ 28.42% |
$194K - $195K
|
8.85K
$879K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.84K+ 83.91% |
$182K - $183K
|
4.04K
$401K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 8.2% |
$176K - $177K
|
23.4K
$2.33M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.77KNew |
$176K - $177K
|
1.77K
$176K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.6K+ 2.65% |
$159K - $159K
|
62K
$6.16M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.6K+ 2.65% |
$159K - $159K
|
62K
$6.16M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.47KNew |
$145K - $146K
|
1.47K
$146K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.13K+ 28.8% |
$112K - $113K
|
5.07K
$504K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.06K+ 20.21% |
$105K - $105K
|
6.29K
$624K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04K+ 0.09% |
$103K - $103K
|
1.2M
$119M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
880+ 14.23% |
$87.2K - $87.6K
|
7.06K
$701K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
821+ 164.2% |
$81.3K - $81.7K
|
1.32K
$131K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800New |
$79.3K - $79.6K
|
800
$79.5K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
767+ 6.86% |
$76K - $76.3K
|
11.9K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
685+ 7.28% |
$67.9K - $68.2K
|
10.1K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
556+ 13.2% |
$55.1K - $55.3K
|
4.77K
$474K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
515+ 3.69% |
$51K - $51.2K
|
14.5K
$1.44M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
478+ 11.59% |
$47.4K - $47.6K
|
4.6K
$457K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
445+ 109.34% |
$44.1K - $44.3K
|
852
$84.6K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
304New |
$30.1K - $30.3K
|
304
$30.2K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$29.7K - $29.9K
|
300
$29.8K
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
248+ 2.15% |
$24.6K - $24.7K
|
11.8K
$1.17M
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
212+ 6.3% |
$21K - $21.1K
|
3.58K
$355K
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
209+ 0.39% |
$20.7K - $20.8K
|
53.6K
$5.32M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
201New |
$19.9K - $20K
|
201
$20K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
158+ 103.27% |
$15.7K - $15.7K
|
311
$30.9K
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
125+ 1.03% |
$12.4K - $12.4K
|
12.2K
$1.22M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
115New |
$11.4K - $11.4K
|
115
$11.4K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37New |
$3.67K - $3.68K
|
37
$3.68K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27+ 1.12% |
$2.67K - $2.69K
|
2.45K
$243K
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
14+ 8.97% |
$1.39K - $1.39K
|
170
$16.9K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-7- 0.17% |
$693 - $697
|
4.17K
$414K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-47- 0.14% |
$4.66K - $4.68K
|
32.6K
$3.24M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-49- 8.99% |
$4.85K - $4.88K
|
496
$49.3K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-49- 8.99% |
$4.85K - $4.88K
|
496
$49.3K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-66- 0.65% |
$6.54K - $6.57K
|
10.2K
$1.01M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-105- 25.61% |
$10.4K - $10.4K
|
305
$30.3K
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-112- 4.98% |
$11.1K - $11.1K
|
2.14K
$212K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-252- 20.13% |
$25K - $25.1K
|
1K
$99.3K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-252- 20.13% |
$25K - $25.1K
|
1K
$99.3K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-436- 1.06% |
$43.2K - $43.4K
|
40.6K
$4.03M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-530- 4.41% |
$52.5K - $52.7K
|
11.5K
$1.14M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-803- 7.35% |
$79.6K - $79.9K
|
10.1K
$1.01M
|