Purchases and Sales Made in Q1 2023 in Spdr Bloomberg 1 3 Month T Bil (BIL)
This table provides information about the institutional ownership of Spdr Bloomberg 1 3 Month T Bil (BIL) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG 1-3 MONTH T-BIL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.09K- 8.02% |
$99.2K - $99.6K
|
12.4K
$1.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.11K- 96.51% |
$101K - $102K
|
40
$3.67K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 96.51% |
$101K - $102K
|
40
$3.67K
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.18K- 2.3% |
$108K - $109K
|
50.3K
$4.61M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.19K- 0.56% |
$108K - $109K
|
210K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.22K- 26.09% |
$111K - $112K
|
3.45K
$317K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.3K- 15.29% |
$118K - $119K
|
7.17K
$658K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.3K- 1.71% |
$119K - $119K
|
74.9K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.34K- 17.41% |
$122K - $123K
|
6.33K
$581K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 31.94% |
$128K - $129K
|
2.99K
$274K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.6K- 59.09% |
$146K - $147K
|
1.11K
$102K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 18.26% |
$164K - $165K
|
8.05K
$738K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.89K- 20.4% |
$172K - $173K
|
7.36K
$675K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.92K- 5.15% |
$175K - $176K
|
35.3K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.93K- 21.1% |
$176K - $177K
|
7.22K
$662K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.93K- 13.33% |
$177K - $178K
|
12.6K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.95K- 7.89% |
$178K - $179K
|
22.8K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2K- 13.43% |
$183K - $183K
|
12.9K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.06K- 25.22% |
$188K - $189K
|
6.1K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.25K- 3.56% |
$206K - $207K
|
60.9K
$5.59M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.3K- 35.64% |
$210K - $211K
|
4.15K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.31K- 3.01% |
$211K - $212K
|
74.3K
$6.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.38K- 17.32% |
$217K - $218K
|
11.3K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.41K- 34.53% |
$220K - $221K
|
4.57K
$419K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.43K- 50.17% |
$222K - $223K
|
2.42K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.44K- 5.96% |
$223K - $224K
|
38.4K
$3.52M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.5K- 16.31% |
$229K - $230K
|
12.8K
$1.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.55K- 36.51% |
$233K - $234K
|
4.44K
$407K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-2.73K- 27.23% |
$249K - $250K
|
7.28K
$668K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.73K- 50.21% |
$250K - $251K
|
2.71K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.76K- 23.95% |
$253K - $254K
|
8.78K
$805K
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-2.8K- 6.31% |
$256K - $258K
|
41.6K
$3.82M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.86K- 26.48% |
$262K - $263K
|
7.95K
$729K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.9K- 60.23% |
$265K - $267K
|
1.92K
$176K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.96K- 31.11% |
$271K - $272K
|
6.56K
$601K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-3.09K- 25.45% |
$283K - $284K
|
9.05K
$830K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.16K- 4.34% |
$289K - $290K
|
69.7K
$6.39M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.2K- 6.79% |
$293K - $294K
|
43.9K
$4.03M
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-3.33K- 12.17% |
$304K - $306K
|
24K
$2.2M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.34K- 24.71% |
$305K - $306K
|
10.2K
$932K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.39K- 5.47% |
$310K - $312K
|
58.7K
$5.38M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.46K- 9.28% |
$316K - $317K
|
33.8K
$3.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-3.5K- 1.88% |
$320K - $322K
|
182K
$16.7M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.62K- 17.68% |
$331K - $332K
|
16.8K
$1.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.75K- 13.79% |
$343K - $344K
|
23.4K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.96K- 13.0% |
$362K - $364K
|
26.5K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.98K- 10.52% |
$364K - $366K
|
33.9K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.19K- 43.1% |
$383K - $385K
|
5.53K
$507K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-4.38K- 85.38% |
$400K - $402K
|
750
$68.8K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-4.47KClosed |
$409K - $411K
|
0
$0
|