Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.3M+ 3957.72% |
$2.11B - $2.12B
|
21.9M
$2.17B
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
16.1M+ 9430.08% |
$1.59B - $1.6B
|
16.3M
$1.62B
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
324K+ 14.41% |
$32.1M - $32.2M
|
2.57M
$255M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
257KNew |
$25.5M - $25.6M
|
257K
$25.6M
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
255K+ 68.7% |
$25.3M - $25.4M
|
626K
$62.2M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
215K+ 125.05% |
$21.3M - $21.4M
|
387K
$38.5M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
175K+ 97.69% |
$17.3M - $17.4M
|
354K
$35.2M
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
160KNew |
$15.9M - $15.9M
|
160K
$15.9M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
143KNew |
$14.2M - $14.3M
|
143K
$14.2M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$11.8M - $11.9M
|
120K
$11.9M
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
98KNew |
$9.7M - $9.75M
|
98K
$9.73M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
83KNew |
$8.22M - $8.26M
|
83K
$8.24M
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
75.1KNew |
$7.44M - $7.48M
|
75.1K
$7.46M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.6K+ 9.2% |
$6.79M - $6.83M
|
814K
$80.8M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
63.8K+ 83.53% |
$6.31M - $6.34M
|
140K
$13.9M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.4K+ 259.36% |
$5.79M - $5.82M
|
81K
$8.04M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.1K+ 10.5% |
$5.26M - $5.29M
|
559K
$55.6M
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
40.5KNew |
$4.01M - $4.03M
|
40.5K
$4.02M
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
37.5K+ 49.58% |
$3.72M - $3.73M
|
113K
$11.2M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.3K+ 52.12% |
$3.5M - $3.51M
|
103K
$10.2M
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
34.3K+ 10.31% |
$3.39M - $3.41M
|
367K
$36.4M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.9K+ 8.82% |
$3.36M - $3.37M
|
418K
$41.6M
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
30.3K+ 18.69% |
$3M - $3.01M
|
192K
$19.1M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 10.68% |
$2.94M - $2.95M
|
308K
$30.6M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
26.9K+ 809.61% |
$2.66M - $2.68M
|
30.2K
$3M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
26.6KNew |
$2.63M - $2.65M
|
26.6K
$2.64M
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
25.4K+ 26.34% |
$2.51M - $2.52M
|
122K
$12.1M
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23.7K+ 95.01% |
$2.34M - $2.35M
|
48.6K
$4.82M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.1K+ 2.9% |
$2.29M - $2.3M
|
820K
$81.5M
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
19.4KNew |
$1.93M - $1.93M
|
19.4K
$1.93M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 144.01% |
$1.83M - $1.83M
|
31.2K
$3.1M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.4K+ 18.44% |
$1.73M - $1.73M
|
112K
$11.1M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16.7K+ 11.06% |
$1.65M - $1.66M
|
167K
$16.6M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.6K+ 32.72% |
$1.65M - $1.65M
|
67.4K
$6.7M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 472.52% |
$1.47M - $1.47M
|
17.9K
$1.78M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.5KNew |
$1.44M - $1.44M
|
14.5K
$1.44M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
14.3K+ 13.35% |
$1.42M - $1.42M
|
121K
$12.1M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.3K+ 518.84% |
$1.42M - $1.42M
|
17K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.8K+ 14.83% |
$1.37M - $1.38M
|
107K
$10.6M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.8K+ 59.8% |
$1.36M - $1.37M
|
36.8K
$3.66M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.7KNew |
$1.36M - $1.36M
|
13.7K
$1.36M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13.6KNew |
$1.35M - $1.35M
|
13.6K
$1.35M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 19.97% |
$1.31M - $1.31M
|
79.4K
$7.88M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$1.23M - $1.23M
|
12.4K
$1.23M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.1K+ 56.87% |
$1.2M - $1.21M
|
33.4K
$3.32M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
11.9KNew |
$1.18M - $1.18M
|
11.9K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
11.3KNew |
$1.12M - $1.12M
|
11.3K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2KNew |
$1.11M - $1.11M
|
11.2K
$1.11M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.5K+ 40.46% |
$1.04M - $1.05M
|
36.6K
$3.63M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.1K+ 8.54% |
$999K - $1M
|
128K
$12.7M
|