Institutional Ownership 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). We have compiled data on the 238 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,808
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
13,799
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,715
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
Added 45.73%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
13,610
shares
|
$1.35 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
13,567
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2024
Added 215.0%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
13,377
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.67%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,038
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Added 24.11%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
12,803
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 61.39%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
12,671
shares
|
$1.26 Million
0.15% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
12,101
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,178
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2024
Added 76.31%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,611
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 72.21%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
9,912
shares
|
$985,252
0.26% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,776
shares
|
$971,734
0.02% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
9,735
shares
|
$967,659
0.7% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
9,632
shares
|
$957,420
0.53% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
9,588
shares
|
$953,047
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
9,402
shares
|
$934,558
0.16% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
9,296
shares
|
$924,022
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,083
shares
|
$902,850
0.0% of portfolio
|
Q2 2024
Reduced 10.01%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
9,070
shares
|
$901,558
0.34% of portfolio
|
Q3 2024
Reduced 31.04%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,026
shares
|
$897,184
0.01% of portfolio
|
Q2 2024
Reduced 46.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
9,013
shares
|
$895,892
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
8,541
shares
|
$848,975
0.59% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
8,509
shares
|
$845,794
0.36% of portfolio
|
Q3 2024
Reduced 1.96%
|