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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
291+ 3.38% |
$28.8K - $29K
|
8.91K
$885K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
264New |
$26.2K - $26.3K
|
264
$26.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
250New |
$24.8K - $24.9K
|
250
$24.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
201+ 2.79% |
$19.9K - $20K
|
7.4K
$735K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
173+ 0.92% |
$17.1K - $17.2K
|
19K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
170+ 0.08% |
$16.9K - $16.9K
|
219K
$21.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
160New |
$15.9K - $15.9K
|
160
$15.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
143+ 6.24% |
$14.2K - $14.2K
|
2.44K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
117+ 1.0% |
$11.6K - $11.6K
|
11.9K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
113+ 2.19% |
$11.2K - $11.2K
|
5.27K
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
83+ 0.29% |
$8.23K - $8.26K
|
28.5K
$2.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
68+ 0.89% |
$6.74K - $6.77K
|
7.73K
$768K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
57+ 1.3% |
$5.65K - $5.67K
|
4.45K
$442K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$3.57K - $3.58K
|
36
$3.58K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
34+ 0.89% |
$3.37K - $3.38K
|
3.86K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
20+ 3.75% |
$1.98K - $1.99K
|
554
$55K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
20+ 0.39% |
$1.98K - $1.99K
|
5.15K
$511K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14+ 0.66% |
$1.39K - $1.39K
|
2.13K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9+ 0.05% |
$892 - $896
|
16.5K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$99.1 - $99.5
|
4.26K
$423K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 58.33% |
$1.39K - $1.39K
|
10
$993
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-18- 0.77% |
$1.78K - $1.79K
|
2.32K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-44- 2.0% |
$4.36K - $4.38K
|
2.16K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-49- 1.73% |
$4.86K - $4.88K
|
2.78K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-91- 4.27% |
$9.02K - $9.06K
|
2.04K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-109- 0.98% |
$10.8K - $10.8K
|
11K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-123- 0.99% |
$12.2K - $12.2K
|
12.3K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-130- 1.37% |
$12.9K - $12.9K
|
9.35K
$928K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-151- 40.05% |
$15K - $15K
|
226
$22.5K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-152- 10.17% |
$15.1K - $15.1K
|
1.34K
$133K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-154- 0.39% |
$15.3K - $15.3K
|
39.5K
$3.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-158- 1.75% |
$15.7K - $15.7K
|
8.86K
$880K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-168- 3.81% |
$16.7K - $16.7K
|
4.24K
$421K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-184- 5.65% |
$18.2K - $18.3K
|
3.08K
$305K
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-200- 8.44% |
$19.8K - $19.9K
|
2.17K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-204- 1.95% |
$20.2K - $20.3K
|
10.2K
$1.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-235- 2.61% |
$23.3K - $23.4K
|
8.76K
$870K
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-240- 5.18% |
$23.8K - $23.9K
|
4.4K
$437K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-256- 1.09% |
$25.4K - $25.5K
|
23.3K
$2.31M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-272- 19.83% |
$27K - $27.1K
|
1.1K
$109K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-276- 1.43% |
$27.4K - $27.5K
|
19K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-286- 81.25% |
$28.3K - $28.5K
|
66
$6.56K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-313- 6.9% |
$31K - $31.1K
|
4.22K
$419K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-342- 5.32% |
$33.9K - $34K
|
6.08K
$604K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-381- 4.79% |
$37.8K - $37.9K
|
7.57K
$752K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-405- 13.78% |
$40.1K - $40.3K
|
2.53K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-406- 13.16% |
$40.2K - $40.4K
|
2.68K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-412- 4.15% |
$40.8K - $41K
|
9.52K
$946K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-432- 0.9% |
$42.8K - $43K
|
47.5K
$4.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-493- 7.2% |
$48.9K - $49.1K
|
6.35K
$631K
|
|