Purchases and Sales Made in Q2 2024 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 2024. 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 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.71KNew |
$664K - $667K
|
6.71K
$667K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.66K+ 4.74% |
$659K - $662K
|
147K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.78K+ 11.48% |
$572K - $574K
|
56.1K
$5.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.69K+ 17.89% |
$563K - $565K
|
37.5K
$3.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.54K+ 9.81% |
$549K - $551K
|
62.1K
$6.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.08K+ 22.81% |
$502K - $505K
|
27.3K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.96KNew |
$491K - $493K
|
4.96K
$492K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.94KNew |
$489K - $491K
|
4.94K
$490K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.73K+ 12.86% |
$468K - $470K
|
41.5K
$4.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.68K+ 9.06% |
$463K - $465K
|
56.3K
$5.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.66K+ 43.83% |
$461K - $463K
|
15.3K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.36K+ 4.04% |
$431K - $433K
|
112K
$11.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$414K - $416K
|
4.18K
$416K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.15KNew |
$410K - $412K
|
4.15K
$412K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$399K - $400K
|
4.03K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.8K+ 29.97% |
$376K - $378K
|
16.5K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.75KNew |
$371K - $373K
|
3.75K
$373K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.65K+ 31.04% |
$361K - $363K
|
15.4K
$1.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.65K+ 4.32% |
$361K - $363K
|
88.1K
$8.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.6K+ 2.23% |
$356K - $357K
|
165K
$16.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.55K+ 24.79% |
$352K - $353K
|
17.9K
$1.78M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.36K+ 3.95% |
$332K - $334K
|
88.4K
$8.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.27KNew |
$323K - $325K
|
3.27K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.13K+ 39.99% |
$310K - $311K
|
11K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.79KNew |
$276K - $277K
|
2.79K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.72KNew |
$269K - $270K
|
2.72K
$270K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.7KNew |
$267K - $269K
|
2.7K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.52KNew |
$249K - $250K
|
2.52K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.5KNew |
$247K - $249K
|
2.5K
$248K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.26KNew |
$224K - $225K
|
2.26K
$224K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.24K+ 3.16% |
$221K - $222K
|
73.1K
$7.26M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.2K+ 33.38% |
$217K - $218K
|
8.78K
$872K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.18KNew |
$215K - $216K
|
2.18K
$216K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.17K+ 14.93% |
$215K - $216K
|
16.7K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.14K+ 19.14% |
$212K - $212K
|
13.3K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.08KNew |
$206K - $207K
|
2.08K
$207K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.05K+ 13.32% |
$203K - $204K
|
17.4K
$1.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.85K+ 12.16% |
$183K - $183K
|
17K
$1.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67K+ 4.45% |
$165K - $166K
|
39.1K
$3.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.64K+ 50.97% |
$162K - $163K
|
4.85K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.55K+ 3.72% |
$153K - $154K
|
43.2K
$4.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.49K+ 56.31% |
$147K - $148K
|
4.13K
$410K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.42K+ 0.75% |
$140K - $141K
|
191K
$19M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.4K+ 9.57% |
$138K - $139K
|
16K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 7.67% |
$138K - $138K
|
19.5K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.3K+ 5.3% |
$129K - $129K
|
25.8K
$2.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 6.11% |
$122K - $123K
|
21.4K
$2.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.18K+ 13.06% |
$117K - $117K
|
10.2K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.08K+ 4.48% |
$107K - $108K
|
25.3K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
897+ 17.31% |
$88.8K - $89.2K
|
6.08K
$604K
|