Purchases and Sales Made in Q2 2025 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 2025. 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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.2K+ 30.97% |
$1.51M - $1.52M
|
64.4K
$6.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
15.1K+ 34.17% |
$1.5M - $1.5M
|
59.3K
$5.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.5K+ 7.43% |
$1.24M - $1.25M
|
181K
$18M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 2.68% |
$1.2M - $1.21M
|
464K
$46M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 23.94% |
$1.17M - $1.17M
|
61K
$6.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 80.66% |
$1.17M - $1.17M
|
26.4K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
10.7K+ 297.26% |
$1.06M - $1.07M
|
14.3K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
10.3K+ 75.77% |
$1.02M - $1.02M
|
23.8K
$2.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9.6K+ 25.06% |
$951K - $955K
|
47.9K
$4.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9.09K+ 393.34% |
$901K - $904K
|
11.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$837K - $841K
|
8.45K
$838K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
8.06K+ 9.12% |
$798K - $801K
|
96.4K
$9.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8K+ 18.46% |
$793K - $796K
|
51.3K
$5.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
7.76K+ 7.51% |
$769K - $772K
|
111K
$11M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.76K+ 7.98% |
$670K - $673K
|
91.4K
$9.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
6.43KNew |
$637K - $639K
|
6.43K
$638K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
6.32K+ 2.36% |
$627K - $629K
|
274K
$27.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.29K+ 8.62% |
$623K - $625K
|
79.2K
$7.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.15K+ 130.25% |
$609K - $612K
|
10.9K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
5.85K+ 14.33% |
$580K - $582K
|
46.7K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.48K+ 27.64% |
$543K - $545K
|
25.3K
$2.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.24K+ 78.41% |
$520K - $522K
|
11.9K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.95K+ 4.24% |
$490K - $492K
|
122K
$12.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.91KNew |
$486K - $488K
|
4.91K
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.46K+ 29.19% |
$442K - $444K
|
19.7K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.4KNew |
$436K - $437K
|
4.4K
$436K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.26KNew |
$422K - $424K
|
4.26K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.24K+ 66.82% |
$420K - $422K
|
10.6K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.17KNew |
$413K - $415K
|
4.17K
$414K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.82KNew |
$379K - $380K
|
3.82K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.79KNew |
$376K - $377K
|
3.79K
$376K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.5K+ 51.47% |
$347K - $348K
|
10.3K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.5K+ 37.64% |
$347K - $348K
|
12.8K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.42K+ 7.93% |
$339K - $340K
|
46.5K
$4.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.41K+ 56.09% |
$338K - $339K
|
9.49K
$942K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
3.36KNew |
$333K - $335K
|
3.36K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.32KNew |
$329K - $330K
|
3.32K
$329K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.1K+ 28.93% |
$308K - $309K
|
13.8K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.97KNew |
$294K - $295K
|
2.97K
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.92KNew |
$290K - $291K
|
2.92K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.54K+ 1.29% |
$252K - $253K
|
199K
$19.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.45KNew |
$242K - $243K
|
2.45K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.41K+ 2.04% |
$239K - $240K
|
120K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.31K+ 51.05% |
$229K - $230K
|
6.84K
$679K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 8.52% |
$221K - $222K
|
28.5K
$2.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.17KNew |
$215K - $216K
|
2.17K
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
2.12KNew |
$210K - $211K
|
2.12K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.11KNew |
$209K - $210K
|
2.11K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
2.1K+ 22.16% |
$208K - $209K
|
11.6K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.02K+ 7.81% |
$200K - $201K
|
27.9K
$2.77M
|