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 |
---|---|---|---|---|---|---|---|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-19.2K- 75.72% |
$1.76M - $1.77M
|
6.16K
$565K
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-20.6K- 46.19% |
$1.88M - $1.89M
|
24K
$2.2M
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-21.9K- 40.32% |
$2M - $2.01M
|
32.4K
$2.97M
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-22.5K- 66.85% |
$2.05M - $2.06M
|
11.1K
$1.02M
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-22.9K- 48.96% |
$2.1M - $2.11M
|
23.9K
$2.19M
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-23.6K- 11.12% |
$2.16M - $2.17M
|
189K
$17.3M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24.9K- 24.67% |
$2.27M - $2.28M
|
75.9K
$6.96M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.3K- 6.08% |
$2.32M - $2.33M
|
392K
$35.9M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25.8K- 95.74% |
$2.36M - $2.37M
|
1.15K
$106K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-26K- 26.09% |
$2.38M - $2.39M
|
73.7K
$6.76M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-26.7K- 8.26% |
$2.44M - $2.45M
|
296K
$27.1M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-27.3K- 74.45% |
$2.5M - $2.51M
|
9.37K
$859K
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-30K- 12.41% |
$2.74M - $2.76M
|
212K
$19.4M
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-31K- 53.28% |
$2.83M - $2.85M
|
27.2K
$2.49M
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-32.8K- 6.68% |
$3M - $3.02M
|
459K
$42.1M
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-33K- 61.53% |
$3.01M - $3.03M
|
20.6K
$1.89M
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-33.4K- 6.74% |
$3.05M - $3.07M
|
462K
$42.4M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-33.7K- 80.82% |
$3.08M - $3.09M
|
7.99K
$732K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-33.8K- 90.65% |
$3.09M - $3.11M
|
3.49K
$320K
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-34.6K- 82.68% |
$3.16M - $3.17M
|
7.24K
$664K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-34.7K- 27.57% |
$3.17M - $3.19M
|
91.2K
$8.36M
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-35.8K- 56.4% |
$3.27M - $3.28M
|
27.6K
$2.53M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-36K- 5.03% |
$3.29M - $3.31M
|
680K
$62.3M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-39.5K- 56.88% |
$3.61M - $3.63M
|
29.9K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-42.4K- 24.0% |
$3.87M - $3.89M
|
134K
$12.3M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-42.8K- 10.78% |
$3.92M - $3.93M
|
355K
$32.5M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-44.2K- 72.7% |
$4.04M - $4.06M
|
16.6K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.5K- 5.92% |
$4.07M - $4.09M
|
707K
$64.8M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-49.4K- 48.06% |
$4.52M - $4.54M
|
53.4K
$4.9M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-50.3K- 66.37% |
$4.6M - $4.62M
|
25.5K
$2.34M
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-52.2K- 82.59% |
$4.77M - $4.79M
|
11K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-54.4K- 20.26% |
$4.98M - $5M
|
214K
$19.6M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-55.4K- 57.93% |
$5.06M - $5.09M
|
40.2K
$3.69M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-55.7K- 50.48% |
$5.09M - $5.12M
|
54.7K
$5.01M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-57.9K- 64.58% |
$5.29M - $5.31M
|
31.7K
$2.91M
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-58.3K- 17.23% |
$5.33M - $5.35M
|
280K
$25.7M
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-58.7K- 42.14% |
$5.36M - $5.39M
|
80.5K
$7.38M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-61.3K- 26.39% |
$5.6M - $5.63M
|
171K
$15.7M
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-62.5K- 25.52% |
$5.71M - $5.74M
|
182K
$16.7M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-63K- 95.64% |
$5.76M - $5.79M
|
2.87K
$263K
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-63.4K- 10.64% |
$5.79M - $5.82M
|
532K
$48.8M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-64.7K- 100.0% |
$5.91M - $5.94M
|
1
$91.7
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-66.2K- 49.64% |
$6.05M - $6.08M
|
67.2K
$6.16M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-67.4K- 46.82% |
$6.16M - $6.19M
|
76.6K
$7.02M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-75.5K- 21.82% |
$6.9M - $6.93M
|
270K
$24.8M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-76.3K- 92.09% |
$6.97M - $7M
|
6.55K
$601K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-77.4K- 45.84% |
$7.08M - $7.11M
|
91.5K
$8.38M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-82K- 62.48% |
$7.5M - $7.53M
|
49.3K
$4.52M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-84K- 7.06% |
$7.67M - $7.71M
|
1.11M
$101M
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-84.3K- 46.93% |
$7.7M - $7.74M
|
95.3K
$8.74M
|