Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.47K+ 13.74% |
$739K - $744K
|
61.8K
$6.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.96KNew |
$689K - $693K
|
6.96K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.9K+ 0.93% |
$683K - $687K
|
745K
$73.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
6.47K+ 3.64% |
$641K - $645K
|
184K
$18.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.35K+ 26.22% |
$629K - $633K
|
30.6K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
5.53K+ 5.22% |
$548K - $551K
|
111K
$11M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.43K+ 6.27% |
$537K - $540K
|
92K
$9.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.93K+ 32.26% |
$488K - $491K
|
20.2K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.87K+ 61.39% |
$482K - $485K
|
12.8K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
4.84K+ 76.31% |
$479K - $482K
|
11.2K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.71K+ 13.95% |
$466K - $469K
|
38.4K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.65K+ 34.95% |
$460K - $463K
|
18K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.53K+ 109.19% |
$448K - $451K
|
8.67K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.52KNew |
$448K - $451K
|
4.52K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.42KNew |
$437K - $440K
|
4.42K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.39KNew |
$434K - $437K
|
4.39K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.3K+ 45.73% |
$426K - $429K
|
13.7K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.26K+ 19.74% |
$421K - $424K
|
25.8K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.22K+ 1.11% |
$418K - $421K
|
384K
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.09K+ 9.87% |
$405K - $408K
|
45.6K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.05K+ 8.67% |
$401K - $404K
|
50.8K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.05K+ 6.21% |
$401K - $403K
|
69.3K
$6.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.9KNew |
$386K - $388K
|
3.9K
$386K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.84KNew |
$380K - $383K
|
3.84K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.7KNew |
$366K - $368K
|
3.7K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.55KNew |
$351K - $353K
|
3.55K
$351K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.48K+ 31.1% |
$344K - $347K
|
14.7K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.47K+ 132.4% |
$343K - $345K
|
6.09K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.46K+ 13.81% |
$343K - $345K
|
28.5K
$2.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.43KNew |
$339K - $342K
|
3.43K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
3.34K+ 2.98% |
$331K - $333K
|
116K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.14K+ 1.0% |
$311K - $313K
|
316K
$31.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3K+ 1146.18% |
$297K - $299K
|
3.27K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.86K+ 4.41% |
$283K - $285K
|
67.8K
$6.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.76KNew |
$273K - $274K
|
2.76K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.73K+ 16.59% |
$271K - $272K
|
19.2K
$1.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.6K+ 95.9% |
$257K - $259K
|
5.31K
$525K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.52KNew |
$249K - $250K
|
2.52K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.41K+ 48.85% |
$239K - $240K
|
7.35K
$728K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.09KNew |
$207K - $208K
|
2.09K
$207K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.05K+ 1.66% |
$203K - $204K
|
126K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.91K+ 11.4% |
$189K - $190K
|
18.6K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.73K+ 15.77% |
$171K - $172K
|
12.7K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.71K+ 0.32% |
$169K - $170K
|
539K
$53.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.52K+ 7.68% |
$150K - $151K
|
21.3K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.49K+ 68.64% |
$148K - $149K
|
3.67K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.46K+ 10.0% |
$144K - $145K
|
16K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.35K+ 7.74% |
$134K - $134K
|
18.8K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.12K+ 1.31% |
$111K - $112K
|
86.8K
$8.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.07K+ 25.96% |
$106K - $107K
|
5.2K
$515K
|