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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.01K+ 3.96% |
$199K - $199K
|
52.6K
$5.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.93KNew |
$192K - $192K
|
1.93K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.48K+ 8.87% |
$147K - $148K
|
18.2K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.44K+ 35.37% |
$142K - $143K
|
5.5K
$546K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.43K+ 1.19% |
$141K - $142K
|
121K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.33K+ 56.61% |
$132K - $132K
|
3.68K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 9.78% |
$131K - $131K
|
14.8K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.2K+ 6.31% |
$119K - $119K
|
20.2K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.15K+ 8.25% |
$114K - $115K
|
15.1K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.15K+ 19.45% |
$114K - $114K
|
7.06K
$701K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.1K+ 47.16% |
$109K - $109K
|
3.42K
$339K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1KNew |
$99.1K - $99.5K
|
1K
$99.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
904+ 38.13% |
$89.6K - $89.9K
|
3.28K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
800New |
$79.3K - $79.6K
|
800
$79.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
704+ 10.85% |
$69.8K - $70K
|
7.19K
$714K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
679+ 14.19% |
$67.3K - $67.6K
|
5.46K
$542K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
669+ 7.22% |
$66.3K - $66.6K
|
9.94K
$986K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
644+ 6.15% |
$63.8K - $64.1K
|
11.1K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
635+ 3.4% |
$62.9K - $63.2K
|
19.3K
$1.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
574+ 7.01% |
$56.9K - $57.1K
|
8.76K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
523+ 0.14% |
$51.8K - $52K
|
377K
$37.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
521+ 5.51% |
$51.6K - $51.8K
|
9.97K
$989K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
452New |
$44.8K - $45K
|
452
$44.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
400New |
$39.6K - $39.8K
|
400
$39.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
370+ 8.03% |
$36.7K - $36.8K
|
4.98K
$494K
|
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
342+ 0.03% |
$33.9K - $34K
|
1.11M
$110M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
327+ 1.57% |
$32.4K - $32.5K
|
21.1K
$2.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
301+ 590.2% |
$29.8K - $29.9K
|
352
$34.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
299+ 0.98% |
$29.6K - $29.7K
|
30.8K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
280+ 2.28% |
$27.7K - $27.9K
|
12.5K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
276+ 6.84% |
$27.4K - $27.5K
|
4.31K
$428K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
268+ 6.97% |
$26.6K - $26.7K
|
4.11K
$408K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
235+ 6.14% |
$23.3K - $23.4K
|
4.06K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
235+ 123.04% |
$23.3K - $23.4K
|
426
$42.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
176+ 1.52% |
$17.4K - $17.5K
|
11.8K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
175+ 0.43% |
$17.3K - $17.4K
|
41.2K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59+ 0.26% |
$5.85K - $5.87K
|
23K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33+ 1.65% |
$3.27K - $3.28K
|
2.03K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 2.1% |
$1.09K - $1.09K
|
534
$53K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3New |
$297 - $298
|
3
$298
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20- 0.9% |
$1.98K - $1.99K
|
2.2K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-30- 1.65% |
$2.97K - $2.98K
|
1.79K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-53- 2.42% |
$5.25K - $5.27K
|
2.13K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-59- 2.04% |
$5.85K - $5.87K
|
2.83K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-68- 2.04% |
$6.74K - $6.77K
|
3.26K
$323K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.36% |
$7.73K - $7.76K
|
21.4K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-90- 5.68% |
$8.92K - $8.95K
|
1.49K
$148K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-110- 20.75% |
$10.9K - $10.9K
|
420
$41.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-121- 1.38% |
$12K - $12K
|
8.62K
$856K
|