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 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-504- 24.82% |
$50K - $50.2K
|
1.53K
$152K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-524- 12.75% |
$51.9K - $52.1K
|
3.59K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-600- 70.42% |
$59.5K - $59.7K
|
252
$25K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-644- 6.08% |
$63.8K - $64.1K
|
9.94K
$988K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-672- 1.64% |
$66.6K - $66.9K
|
40.4K
$4.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-694- 15.42% |
$68.8K - $69.1K
|
3.81K
$378K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-742- 15.62% |
$73.5K - $73.8K
|
4.01K
$398K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-750- 18.99% |
$74.3K - $74.6K
|
3.2K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-768- 1.8% |
$76.1K - $76.4K
|
41.9K
$4.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-768- 1.65% |
$76.1K - $76.4K
|
45.8K
$4.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-836- 3.27% |
$82.9K - $83.2K
|
24.7K
$2.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-837- 14.67% |
$83K - $83.3K
|
4.87K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-854- 6.51% |
$84.6K - $85K
|
12.3K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-891- 7.69% |
$88.3K - $88.7K
|
10.7K
$1.06M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-897- 4.33% |
$88.9K - $89.3K
|
19.8K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-917- 3.92% |
$90.9K - $91.3K
|
22.5K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-924- 51.59% |
$91.6K - $92K
|
867
$86.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-953- 64.87% |
$94.5K - $94.8K
|
516
$51.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-990- 6.35% |
$98.1K - $98.5K
|
14.6K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.13K- 8.83% |
$112K - $112K
|
11.7K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 11.39% |
$113K - $113K
|
8.83K
$877K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.15K- 24.43% |
$114K - $114K
|
3.56K
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2K- 8.67% |
$119K - $119K
|
12.6K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.23K- 4.85% |
$122K - $122K
|
24.1K
$2.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.35K- 1.44% |
$134K - $135K
|
92.4K
$9.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.42K- 11.03% |
$141K - $141K
|
11.4K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.52K- 21.44% |
$150K - $151K
|
5.56K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.57K- 1.98% |
$155K - $156K
|
77.6K
$7.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.63K- 26.05% |
$162K - $162K
|
4.63K
$460K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.64K- 36.49% |
$162K - $163K
|
2.85K
$283K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.81K- 6.77% |
$179K - $180K
|
24.9K
$2.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.81K- 3.49% |
$180K - $180K
|
50K
$4.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-1.81K- 3.06% |
$180K - $181K
|
57.5K
$5.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.07K- 1.77% |
$205K - $206K
|
115K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.33K- 12.37% |
$231K - $232K
|
16.5K
$1.64M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.65K- 23.24% |
$263K - $264K
|
8.75K
$869K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 16.04% |
$336K - $337K
|
17.7K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.43K- 62.7% |
$340K - $341K
|
2.04K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.3K- 8.29% |
$426K - $428K
|
47.5K
$4.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.55K- 44.17% |
$451K - $453K
|
5.75K
$571K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-4.85K- 40.52% |
$481K - $483K
|
7.12K
$707K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-5.24K- 43.95% |
$520K - $522K
|
6.69K
$664K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.4K- 19.34% |
$535K - $537K
|
22.5K
$2.24M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-5.59K- 25.64% |
$554K - $556K
|
16.2K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.95K- 4.17% |
$589K - $592K
|
136K
$13.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6.2K- 85.93% |
$614K - $617K
|
1.01K
$101K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-6.5K- 25.18% |
$644K - $647K
|
19.3K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.55K- 2.46% |
$649K - $651K
|
259K
$25.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-7.08K- 5.55% |
$702K - $705K
|
121K
$12M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.27K- 84.0% |
$721K - $724K
|
1.39K
$138K
|
|