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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-458- 3.37% |
$45.3K - $45.5K
|
13.2K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-533- 1.71% |
$52.8K - $53K
|
30.6K
$3.04M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-631- 1.27% |
$62.5K - $62.7K
|
49.2K
$4.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-679- 15.41% |
$67.2K - $67.5K
|
3.73K
$370K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-688- 94.25% |
$68.1K - $68.4K
|
42
$4.17K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-698- 0.28% |
$69.1K - $69.4K
|
245K
$24.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-764- 16.27% |
$75.6K - $75.9K
|
3.93K
$391K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-773- 25.03% |
$76.5K - $76.8K
|
2.32K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-800- 75.33% |
$79.2K - $79.5K
|
262
$26K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-895- 30.4% |
$88.6K - $89K
|
2.05K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-900- 0.12% |
$89.1K - $89.5K
|
738K
$73.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-984- 9.78% |
$97.4K - $97.8K
|
9.08K
$902K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 10.01% |
$100K - $100K
|
9.08K
$902K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.16K- 28.96% |
$115K - $116K
|
2.85K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.2K- 1.38% |
$118K - $119K
|
85.7K
$8.51M
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.35K- 14.38% |
$133K - $134K
|
8.02K
$796K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.41K- 2.23% |
$139K - $140K
|
61.5K
$6.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.62K- 71.62% |
$160K - $161K
|
640
$63.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.81K- 41.55% |
$179K - $180K
|
2.54K
$252K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.88K- 10.39% |
$186K - $187K
|
16.2K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.14K- 51.0% |
$212K - $213K
|
2.06K
$204K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.22K- 31.93% |
$220K - $221K
|
4.74K
$470K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.27K- 6.59% |
$225K - $226K
|
32.2K
$3.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.39K- 8.3% |
$236K - $237K
|
26.4K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.29K- 57.57% |
$325K - $327K
|
2.42K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.3K- 4.83% |
$326K - $328K
|
64.9K
$6.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.37KClosed |
$333K - $334K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.68K- 3.62% |
$364K - $366K
|
98K
$9.74M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.75K- 27.42% |
$371K - $373K
|
9.93K
$986K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.75K- 43.35% |
$371K - $373K
|
4.9K
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.75K- 7.43% |
$371K - $373K
|
46.7K
$4.64M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.98K- 48.01% |
$394K - $395K
|
4.31K
$428K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.03K- 8.26% |
$399K - $400K
|
44.7K
$4.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.73K- 12.2% |
$468K - $470K
|
34K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-5.18K- 4.66% |
$513K - $515K
|
106K
$10.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-5.32K- 45.49% |
$527K - $529K
|
6.38K
$633K
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-5.5K- 3.0% |
$544K - $546K
|
178K
$17.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.52K- 15.96% |
$547K - $549K
|
29.1K
$2.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-6.19K- 37.2% |
$613K - $615K
|
10.4K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-6.36K- 5.75% |
$630K - $632K
|
104K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.93K- 9.21% |
$686K - $689K
|
68.3K
$6.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.82K- 46.43% |
$774K - $778K
|
9.03K
$897K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8.22K- 6.24% |
$814K - $817K
|
124K
$12.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.28K- 14.57% |
$918K - $922K
|
54.4K
$5.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.43K- 16.82% |
$933K - $937K
|
46.6K
$4.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11K- 79.5% |
$1.09M - $1.09M
|
2.83K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.1K- 7.69% |
$1.4M - $1.4M
|
169K
$16.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.8K- 22.99% |
$1.47M - $1.47M
|
49.7K
$4.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-17.4K- 71.39% |
$1.72M - $1.73M
|
6.98K
$693K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-19.6K- 83.98% |
$1.94M - $1.95M
|
3.74K
$371K
|