Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
649KNew |
$64.4M - $64.6M
|
649K
$64.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
523KNew |
$51.8M - $52.1M
|
523K
$52M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
408KNew |
$40.5M - $40.7M
|
408K
$40.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
338KNew |
$33.5M - $33.7M
|
338K
$33.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
202KNew |
$20M - $20.1M
|
202K
$20M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
184K+ 18112.12% |
$18.2M - $18.3M
|
185K
$18.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
127KNew |
$12.5M - $12.6M
|
127K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
111KNew |
$11M - $11.1M
|
111K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 3341.58% |
$10.4M - $10.5M
|
109K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.4K+ 111.44% |
$6.88M - $6.91M
|
132K
$13.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
64.5KNew |
$6.39M - $6.42M
|
64.5K
$6.41M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.2K+ 99.71% |
$4.58M - $4.59M
|
92.5K
$9.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
42.6KNew |
$4.22M - $4.24M
|
42.6K
$4.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.2KNew |
$3.98M - $4M
|
40.2K
$3.99M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
33.1KNew |
$3.29M - $3.3M
|
33.1K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
32.6KNew |
$3.24M - $3.25M
|
32.6K
$3.24M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
32.5KNew |
$3.22M - $3.24M
|
32.5K
$3.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.6KNew |
$2.93M - $2.94M
|
29.6K
$2.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.9K+ 44.61% |
$2.67M - $2.68M
|
87.3K
$8.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
24.4KNew |
$2.41M - $2.42M
|
24.4K
$2.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.3KNew |
$2.4M - $2.41M
|
24.3K
$2.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.4KNew |
$2.32M - $2.32M
|
23.4K
$2.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18KNew |
$1.79M - $1.79M
|
18K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.3KNew |
$1.51M - $1.52M
|
15.3K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.1KNew |
$1.49M - $1.5M
|
15.1K
$1.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
15KNew |
$1.49M - $1.5M
|
15K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
13KNew |
$1.29M - $1.29M
|
13K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
12.9KNew |
$1.28M - $1.28M
|
12.9K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
12.9KNew |
$1.27M - $1.28M
|
12.9K
$1.28M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11.9KNew |
$1.18M - $1.19M
|
11.9K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$1.06M - $1.07M
|
10.7K
$1.07M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.2KNew |
$1.02M - $1.02M
|
10.2K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.81KNew |
$972K - $976K
|
9.81K
$974K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.36KNew |
$927K - $931K
|
9.36K
$929K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.11KNew |
$903K - $907K
|
9.11K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.9KNew |
$783K - $786K
|
7.9K
$785K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
7.64KNew |
$758K - $761K
|
7.64K
$759K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.09KNew |
$703K - $705K
|
7.09K
$704K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
7.03KNew |
$696K - $699K
|
7.03K
$698K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.98KNew |
$593K - $595K
|
5.98K
$594K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.65KNew |
$560K - $562K
|
5.65K
$561K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.35KNew |
$530K - $532K
|
5.35K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5KNew |
$496K - $498K
|
5K
$497K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.89KNew |
$386K - $388K
|
3.89K
$387K
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.71K+ 6.27% |
$368K - $369K
|
62.9K
$6.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.05KNew |
$302K - $303K
|
3.05K
$302K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
3.03K+ 57.33% |
$300K - $301K
|
8.31K
$826K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.78KNew |
$275K - $276K
|
2.78K
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.26KNew |
$224K - $225K
|
2.26K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.07KNew |
$205K - $206K
|
2.07K
$205K
|