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
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.41K- 8.32% |
$537K - $539K
|
59.6K
$5.92M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.51K- 52.43% |
$546K - $549K
|
5K
$496K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.73K- 26.02% |
$567K - $570K
|
16.3K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.75K- 56.17% |
$569K - $572K
|
4.48K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.81K- 7.86% |
$576K - $578K
|
68.1K
$6.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-6.14K- 33.89% |
$608K - $611K
|
12K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.48K- 7.88% |
$642K - $645K
|
75.8K
$7.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.82K- 67.04% |
$775K - $778K
|
3.85K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-8.02K- 51.12% |
$794K - $798K
|
7.67K
$761K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-8.19K- 8.7% |
$812K - $815K
|
85.9K
$8.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.69K- 13.33% |
$960K - $964K
|
63K
$6.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-9.73K- 75.92% |
$964K - $968K
|
3.09K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11.3K- 19.57% |
$1.12M - $1.12M
|
46.3K
$4.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-11.7K- 19.11% |
$1.16M - $1.16M
|
49.6K
$4.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-12.3K- 11.57% |
$1.22M - $1.22M
|
93.8K
$9.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-15.7K- 28.38% |
$1.56M - $1.56M
|
39.7K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-15.9K- 7.07% |
$1.58M - $1.59M
|
210K
$20.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-17.5K- 40.37% |
$1.73M - $1.74M
|
25.8K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.1K- 36.03% |
$1.8M - $1.8M
|
32.2K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-18.5K- 47.84% |
$1.84M - $1.85M
|
20.2K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22.3K- 38.88% |
$2.21M - $2.22M
|
35K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24K- 1.69% |
$2.38M - $2.39M
|
1.4M
$139M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-27.4K- 76.6% |
$2.72M - $2.73M
|
8.38K
$832K
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-27.8K- 16.54% |
$2.75M - $2.76M
|
140K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-29.3K- 57.34% |
$2.9M - $2.91M
|
21.8K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-30.3K- 46.26% |
$3M - $3.01M
|
35.2K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31.5K- 23.15% |
$3.12M - $3.13M
|
104K
$10.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-33.6K- 80.87% |
$3.33M - $3.35M
|
7.96K
$789K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-34.9K- 80.13% |
$3.46M - $3.47M
|
8.66K
$859K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-47.9K- 58.24% |
$4.75M - $4.77M
|
34.4K
$3.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-66.9K- 59.26% |
$6.63M - $6.66M
|
46K
$4.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-87.9K- 14.22% |
$8.71M - $8.74M
|
530K
$52.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-94.9K- 94.33% |
$9.4M - $9.44M
|
5.71K
$566K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-152K- 7.48% |
$15M - $15.1M
|
1.88M
$186M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-167K- 99.77% |
$16.5M - $16.6M
|
377
$37.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-196K- 39.69% |
$19.4M - $19.5M
|
297K
$29.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-210K- 36.52% |
$20.8M - $20.9M
|
365K
$36.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-296K- 50.05% |
$29.3M - $29.4M
|
295K
$29.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-445K- 73.08% |
$44.1M - $44.3M
|
164K
$16.3M
|