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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$201K - $202K
|
2.03K
$202K
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.03KNew |
$201K - $202K
|
2.03K
$202K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.97K+ 5.13% |
$195K - $196K
|
40.4K
$4.02M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.69K+ 4.72% |
$168K - $168K
|
37.5K
$3.73M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.43K+ 7.68% |
$142K - $142K
|
20.1K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.37K+ 61.27% |
$135K - $136K
|
3.6K
$358K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.27K+ 0.39% |
$126K - $127K
|
325K
$32.3M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.1KNew |
$109K - $109K
|
1.1K
$109K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.08KNew |
$107K - $107K
|
1.08K
$107K
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 5.11% |
$102K - $103K
|
21.3K
$2.11M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
913+ 1.0% |
$90.4K - $90.8K
|
92.2K
$9.17M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
862+ 2.03% |
$85.3K - $85.8K
|
43.2K
$4.3M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
799+ 4.16% |
$79.1K - $79.5K
|
20K
$1.99M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
755+ 4.68% |
$74.7K - $75.1K
|
16.9K
$1.68M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
731+ 8.43% |
$72.4K - $72.7K
|
9.4K
$934K
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
696+ 1.53% |
$68.9K - $69.3K
|
46.3K
$4.6M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
648+ 14.25% |
$64.2K - $64.5K
|
5.2K
$516K
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
547+ 6.84% |
$54.2K - $54.4K
|
8.54K
$849K
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
540+ 8.47% |
$53.5K - $53.7K
|
6.92K
$687K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
488+ 13.3% |
$48.3K - $48.6K
|
4.16K
$413K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
479New |
$47.4K - $47.7K
|
479
$47.6K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
412New |
$40.8K - $41K
|
412
$40.9K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
377+ 0.1% |
$37.3K - $37.5K
|
364K
$36.2M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
312+ 2.26% |
$30.9K - $31K
|
14.1K
$1.4M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
256+ 2.29% |
$25.3K - $25.5K
|
11.4K
$1.14M
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
245+ 2.52% |
$24.3K - $24.4K
|
9.98K
$992K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
187+ 5.1% |
$18.5K - $18.6K
|
3.86K
$383K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
163+ 1.67% |
$16.1K - $16.2K
|
9.91K
$985K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
100+ 3.38% |
$9.9K - $9.95K
|
3.06K
$304K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
100New |
$9.9K - $9.95K
|
100
$9.94K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
95+ 3.66% |
$9.41K - $9.45K
|
2.69K
$268K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63+ 1.54% |
$6.24K - $6.27K
|
4.15K
$412K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
52+ 0.2% |
$5.15K - $5.17K
|
25.5K
$2.54M
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
39+ 1.55% |
$3.86K - $3.88K
|
2.55K
$254K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
25+ 1.09% |
$2.48K - $2.49K
|
2.32K
$231K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18New |
$1.78K - $1.79K
|
18
$1.79K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 4.0% |
$99 - $99.5
|
26
$2.58K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.03% |
$99 - $99.5
|
3.43K
$341K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 7.91% |
$1.09K - $1.09K
|
128
$12.7K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.65% |
$2.28K - $2.29K
|
3.54K
$352K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 0.77% |
$2.48K - $2.49K
|
3.24K
$322K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-49- 4.08% |
$4.85K - $4.88K
|
1.15K
$114K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-49- 7.78% |
$4.85K - $4.88K
|
581
$57.7K
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-50- 0.74% |
$4.95K - $4.98K
|
6.69K
$665K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-115- 1.35% |
$11.4K - $11.4K
|
8.39K
$834K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-151- 3.75% |
$14.9K - $15K
|
3.88K
$385K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-164- 5.68% |
$16.2K - $16.3K
|
2.72K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200- 4.3% |
$19.8K - $19.9K
|
4.45K
$442K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-227- 39.41% |
$22.5K - $22.6K
|
349
$34.7K
|