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 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-806- 20.24% |
$79.9K - $80.2K
|
3.18K
$316K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-831- 21.62% |
$82.3K - $82.7K
|
3.01K
$299K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-927- 20.12% |
$91.8K - $92.2K
|
3.68K
$366K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1K- 14.23% |
$99.1K - $99.5K
|
6.03K
$599K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.14K- 1.09% |
$113K - $113K
|
103K
$10.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.48K- 26.82% |
$147K - $147K
|
4.04K
$401K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.68K- 13.45% |
$166K - $167K
|
10.8K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.61K- 30.7% |
$258K - $260K
|
5.89K
$585K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.76K- 52.68% |
$273K - $274K
|
2.48K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.9K- 3.59% |
$288K - $289K
|
78K
$7.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.91K- 56.21% |
$288K - $289K
|
2.26K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.15K- 34.1% |
$312K - $313K
|
6.08K
$604K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 55.56% |
$347K - $348K
|
2.8K
$278K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.62K- 10.66% |
$359K - $360K
|
30.3K
$3.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.36K- 1.89% |
$432K - $434K
|
226K
$22.5M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.36K- 1.89% |
$432K - $434K
|
226K
$22.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.92K- 8.82% |
$488K - $490K
|
50.9K
$5.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.12K- 21.02% |
$507K - $509K
|
19.2K
$1.91M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.71K- 21.08% |
$566K - $569K
|
21.4K
$2.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6.77K- 73.03% |
$671K - $674K
|
2.5K
$248K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.18K- 6.41% |
$910K - $914K
|
134K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-10.9K- 5.68% |
$1.08M - $1.09M
|
182K
$18.1M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-11K- 5.01% |
$1.09M - $1.1M
|
209K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-28.2K- 81.33% |
$2.79M - $2.8M
|
6.47K
$642K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-34.6K- 32.8% |
$3.43M - $3.45M
|
71K
$7.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-35.1K- 24.99% |
$3.48M - $3.5M
|
105K
$10.5M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-39.4K- 92.31% |
$3.91M - $3.92M
|
3.29K
$326K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-43.9K- 63.19% |
$4.35M - $4.37M
|
25.6K
$2.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-47.8K- 28.98% |
$4.74M - $4.76M
|
117K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-105K- 50.6% |
$10.4M - $10.5M
|
103K
$10.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-127K- 88.91% |
$12.6M - $12.6M
|
15.8K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-163K- 66.7% |
$16.2M - $16.2M
|
81.4K
$8.09M
|