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 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
10.1KNew |
$996K - $1M
|
10.1K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
9.9K+ 12.57% |
$980K - $985K
|
88.6K
$8.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.63K+ 16.54% |
$953K - $958K
|
67.9K
$6.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
9.55K+ 42.88% |
$946K - $950K
|
31.8K
$3.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.45K+ 26.42% |
$936K - $940K
|
45.2K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
9.41KNew |
$931K - $936K
|
9.41K
$935K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
9.26K+ 130.16% |
$917K - $922K
|
16.4K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8.85K+ 10.58% |
$876K - $880K
|
92.5K
$9.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.16K+ 120.74% |
$807K - $811K
|
14.9K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
8.08KNew |
$800K - $804K
|
8.08K
$803K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.69K+ 3.08% |
$762K - $766K
|
257K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.01K+ 58.2% |
$694K - $697K
|
19.1K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.62KNew |
$655K - $659K
|
6.62K
$658K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.43K+ 211.14% |
$636K - $639K
|
9.47K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.19K+ 42.21% |
$613K - $616K
|
20.9K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.19K+ 468.58% |
$613K - $616K
|
7.51K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
5.85KNew |
$579K - $582K
|
5.85K
$581K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5.53KNew |
$547K - $550K
|
5.53K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.4K+ 30.07% |
$534K - $537K
|
23.4K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.36K+ 121.27% |
$531K - $533K
|
9.78K
$972K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.16K+ 74.21% |
$511K - $514K
|
12.1K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
5.13KNew |
$507K - $510K
|
5.13K
$509K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5.03KNew |
$498K - $500K
|
5.03K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.95K+ 67.35% |
$490K - $493K
|
12.3K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
4.72K+ 49.0% |
$467K - $470K
|
14.4K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.71KNew |
$467K - $469K
|
4.71K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 23.11% |
$436K - $438K
|
23.4K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.86K+ 116.27% |
$382K - $384K
|
7.18K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.8K+ 86.6% |
$376K - $378K
|
8.19K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.77K+ 0.69% |
$373K - $375K
|
552K
$54.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.72K+ 70.05% |
$368K - $370K
|
9.02K
$897K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
3.67KNew |
$363K - $365K
|
3.67K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.63K+ 21.42% |
$360K - $361K
|
20.6K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.51K+ 89.43% |
$347K - $349K
|
7.44K
$739K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
3KNew |
$297K - $299K
|
3K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
2.96KNew |
$293K - $295K
|
2.96K
$294K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.94K+ 1.31% |
$291K - $293K
|
228K
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.89KNew |
$286K - $287K
|
2.89K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.79KNew |
$276K - $277K
|
2.79K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.53K+ 24.11% |
$251K - $252K
|
13K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.52K+ 4.56% |
$250K - $251K
|
57.9K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.52KNew |
$249K - $250K
|
2.52K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.45KNew |
$242K - $243K
|
2.45K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.38KNew |
$235K - $236K
|
2.38K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.28KNew |
$225K - $227K
|
2.28K
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.27KNew |
$225K - $226K
|
2.27K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$224K - $225K
|
2.26K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
2.26KNew |
$223K - $224K
|
2.26K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.18KNew |
$216K - $217K
|
2.18K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.13K+ 15.89% |
$210K - $211K
|
15.5K
$1.54M
|