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 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
355K+ 10.82% |
$35.1M - $35.3M
|
3.63M
$361M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
340K+ 197.05% |
$33.7M - $33.9M
|
513K
$51M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
275K+ 14.68% |
$27.3M - $27.4M
|
2.15M
$214M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
170K+ 37.96% |
$16.9M - $16.9M
|
619K
$61.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.5K+ 22.94% |
$9.87M - $9.91M
|
533K
$53M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
83.3K+ 61.51% |
$8.26M - $8.29M
|
219K
$21.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
80.2KNew |
$7.95M - $7.99M
|
80.2K
$7.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
78.5K+ 34.25% |
$7.78M - $7.81M
|
308K
$30.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
78.3K+ 7.07% |
$7.76M - $7.79M
|
1.19M
$118M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
72.9K+ 79.73% |
$7.23M - $7.26M
|
164K
$16.3M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
72.2K+ 28.0% |
$7.15M - $7.18M
|
330K
$32.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
65.8K+ 22.11% |
$6.52M - $6.54M
|
363K
$36.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.1K+ 35.91% |
$6.45M - $6.48M
|
246K
$24.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
55.8K+ 14.81% |
$5.53M - $5.55M
|
433K
$43M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
38K+ 54.24% |
$3.77M - $3.79M
|
108K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.1K+ 13.22% |
$3.29M - $3.3M
|
284K
$28.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.3K+ 2.16% |
$3M - $3.01M
|
1.43M
$142M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
26K+ 181.12% |
$2.57M - $2.58M
|
40.3K
$4M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.6KNew |
$2.53M - $2.54M
|
25.6K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 6.29% |
$2.51M - $2.52M
|
428K
$42.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
21.5K+ 29.91% |
$2.13M - $2.14M
|
93.2K
$9.26M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
21K+ 80.22% |
$2.08M - $2.09M
|
47.1K
$4.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
19.4KNew |
$1.92M - $1.93M
|
19.4K
$1.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.8KNew |
$1.86M - $1.87M
|
18.8K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.9KNew |
$1.77M - $1.78M
|
17.9K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 46.9% |
$1.61M - $1.61M
|
50.8K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.1K+ 12.45% |
$1.6M - $1.6M
|
146K
$14.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.2K+ 47.07% |
$1.5M - $1.51M
|
47.3K
$4.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.7K+ 31.48% |
$1.45M - $1.46M
|
61.2K
$6.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
13.8KNew |
$1.37M - $1.37M
|
13.8K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.5K+ 6.22% |
$1.34M - $1.34M
|
230K
$22.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13K+ 10.72% |
$1.28M - $1.29M
|
134K
$13.3M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.9K+ 137.33% |
$1.28M - $1.28M
|
22.3K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.3K+ 31.99% |
$1.12M - $1.12M
|
46.4K
$4.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 48.75% |
$1.03M - $1.04M
|
31.8K
$3.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 9.4% |
$1.01M - $1.01M
|
118K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.97K+ 9.25% |
$988K - $992K
|
118K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.88K+ 7.84% |
$980K - $984K
|
136K
$13.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
9.61K+ 2006.05% |
$952K - $956K
|
10.1K
$1M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
9.39KNew |
$930K - $934K
|
9.39K
$933K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.97K+ 44.32% |
$889K - $892K
|
29.2K
$2.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.34K+ 17.99% |
$826K - $830K
|
54.7K
$5.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.34KNew |
$826K - $829K
|
8.34K
$828K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.03K+ 7.16% |
$796K - $799K
|
120K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8K+ 100.0% |
$793K - $796K
|
16K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.85K+ 43.12% |
$778K - $781K
|
26K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7.76K+ 3.9% |
$770K - $773K
|
207K
$20.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.09K+ 9.4% |
$702K - $705K
|
82.5K
$8.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.85K+ 102.73% |
$679K - $682K
|
13.5K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
6.77K+ 79.72% |
$671K - $674K
|
15.3K
$1.52M
|
|