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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-230- 3.49% |
$22.8K - $22.9K
|
6.36K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-249- 9.32% |
$24.7K - $24.8K
|
2.42K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-394- 0.69% |
$39K - $39.2K
|
56.9K
$5.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-450- 5.74% |
$44.6K - $44.8K
|
7.39K
$734K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-528- 3.82% |
$52.3K - $52.5K
|
13.3K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-554- 17.71% |
$54.8K - $55.1K
|
2.57K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-640- 16.65% |
$63.4K - $63.7K
|
3.2K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-698- 4.36% |
$69.1K - $69.5K
|
15.3K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-768- 8.47% |
$76K - $76.4K
|
8.3K
$825K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-771- 2.52% |
$76.3K - $76.7K
|
29.8K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-913- 13.32% |
$90.4K - $90.8K
|
5.94K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-977- 1.58% |
$96.7K - $97.2K
|
60.9K
$6.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-982- 22.26% |
$97.2K - $97.7K
|
3.43K
$341K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.09K- 2.24% |
$108K - $109K
|
47.7K
$4.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-1.15K- 4.54% |
$114K - $115K
|
24.2K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.21K- 13.39% |
$119K - $120K
|
7.81K
$776K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.21K- 17.76% |
$120K - $120K
|
5.59K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 17.9% |
$121K - $121K
|
5.6K
$556K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-1.23K- 26.75% |
$122K - $123K
|
3.37K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.45K- 1.57% |
$143K - $144K
|
90.5K
$9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 9.86% |
$163K - $164K
|
15.1K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.88K- 11.7% |
$186K - $187K
|
14.2K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.92K- 2.91% |
$190K - $191K
|
64.1K
$6.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2K- 13.01% |
$198K - $199K
|
13.4K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2.1K- 9.64% |
$208K - $209K
|
19.7K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.1K- 11.18% |
$208K - $209K
|
16.7K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.11K- 26.99% |
$209K - $210K
|
5.71K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 2.52% |
$210K - $211K
|
81.8K
$8.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.18K- 17.2% |
$216K - $217K
|
10.5K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.21K- 12.85% |
$219K - $220K
|
15K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.46K- 12.92% |
$244K - $245K
|
16.6K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.88K- 55.78% |
$285K - $286K
|
2.28K
$227K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.97K- 33.91% |
$294K - $295K
|
5.78K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-3.82K- 3.3% |
$378K - $380K
|
112K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.9K- 32.21% |
$386K - $388K
|
8.2K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.02K- 65.94% |
$397K - $399K
|
2.07K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.32K- 3.44% |
$428K - $430K
|
121K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.47K- 13.2% |
$442K - $445K
|
29.4K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.5K- 46.0% |
$445K - $447K
|
5.28K
$525K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.57K- 49.2% |
$453K - $455K
|
4.72K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.89K- 9.36% |
$484K - $487K
|
47.4K
$4.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5.02K- 7.56% |
$497K - $500K
|
61.4K
$6.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5.78K- 17.36% |
$572K - $575K
|
27.5K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5.89K- 14.12% |
$584K - $586K
|
35.9K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-5.94K- 5.7% |
$588K - $591K
|
98.3K
$9.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-6.26K- 5.96% |
$620K - $623K
|
98.8K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.68K- 8.54% |
$761K - $764K
|
82.2K
$8.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-8.55K- 23.28% |
$846K - $850K
|
28.2K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.22K- 19.8% |
$913K - $918K
|
37.4K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.93K- 14.34% |
$983K - $988K
|
59.3K
$5.9M
|