Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
5.97K+ 26.16% |
$592K - $594K
|
28.8K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.82K+ 9.53% |
$577K - $579K
|
66.9K
$6.64M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.49K+ 109.71% |
$544K - $546K
|
10.5K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.43K+ 11.56% |
$538K - $540K
|
52.4K
$5.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.39K+ 17.47% |
$534K - $536K
|
36.2K
$3.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.09K+ 94.89% |
$504K - $506K
|
10.5K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
4.92K+ 4.43% |
$488K - $490K
|
116K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
4.88K+ 5.68% |
$484K - $486K
|
90.8K
$9.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.75K+ 18.01% |
$471K - $473K
|
31.1K
$3.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.65K+ 135.82% |
$460K - $462K
|
8.07K
$801K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.32K+ 0.88% |
$428K - $429K
|
492K
$48.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.26KNew |
$422K - $423K
|
4.26K
$423K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
3.89K+ 4.03% |
$385K - $387K
|
100K
$9.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3.75KNew |
$372K - $374K
|
3.75K
$373K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.58K+ 1.71% |
$354K - $356K
|
213K
$21.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.5K+ 4.58% |
$347K - $348K
|
79.8K
$7.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.48K+ 91.69% |
$344K - $346K
|
7.27K
$722K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.42KNew |
$339K - $341K
|
3.42K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.15K+ 2.25% |
$312K - $313K
|
143K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.14KNew |
$311K - $312K
|
3.14K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.75K+ 8.13% |
$272K - $273K
|
36.5K
$3.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.69K+ 8.85% |
$267K - $268K
|
33.1K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.67K+ 30.48% |
$265K - $266K
|
11.4K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.52K+ 2.07% |
$250K - $251K
|
124K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.51K+ 12.39% |
$248K - $249K
|
22.7K
$2.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.5KNew |
$248K - $249K
|
2.5K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2.5KNew |
$247K - $248K
|
2.5K
$248K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.5K+ 14.9% |
$247K - $248K
|
19.2K
$1.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.48K+ 15.21% |
$245K - $246K
|
18.8K
$1.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.41K+ 25.4% |
$239K - $240K
|
11.9K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.27KNew |
$225K - $226K
|
2.27K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.05K+ 3.99% |
$203K - $204K
|
53.4K
$5.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.91K+ 8.03% |
$190K - $190K
|
25.7K
$2.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
BUY
|
- |
1.87K+ 55.56% |
$185K - $186K
|
5.23K
$520K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.7K+ 51.15% |
$168K - $169K
|
5.01K
$498K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.62K+ 54.38% |
$160K - $161K
|
4.59K
$455K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.57K+ 3.5% |
$156K - $156K
|
46.4K
$4.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.56K+ 12.96% |
$154K - $155K
|
13.6K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.49K+ 1.23% |
$147K - $148K
|
122K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48K+ 3.6% |
$147K - $148K
|
42.7K
$4.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
889+ 27.15% |
$88.1K - $88.5K
|
4.16K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
790+ 5.23% |
$78.3K - $78.6K
|
15.9K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
683+ 1.46% |
$67.7K - $68K
|
47.3K
$4.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
630+ 7.58% |
$62.4K - $62.7K
|
8.94K
$888K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
626+ 3.17% |
$62K - $62.3K
|
20.4K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
480+ 6.8% |
$47.6K - $47.8K
|
7.54K
$749K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
380+ 47.5% |
$37.7K - $37.8K
|
1.18K
$117K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
375+ 4.03% |
$37.2K - $37.3K
|
9.68K
$962K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
300+ 6.11% |
$29.7K - $29.9K
|
5.21K
$517K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
294+ 2.14% |
$29.1K - $29.3K
|
14.1K
$1.4M
|
|