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 |
---|---|---|---|---|---|---|---|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
213KNew |
$19.5M - $19.5M
|
213K
$19.5M
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
210KNew |
$19.2M - $19.3M
|
210K
$19.2M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
203K+ 3.0% |
$18.6M - $18.7M
|
6.99M
$641M
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
203K+ 227.78% |
$18.5M - $18.6M
|
292K
$26.8M
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
197KNew |
$18M - $18.1M
|
197K
$18.1M
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
189K+ 2616.41% |
$17.3M - $17.3M
|
196K
$18M
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
182K+ 2279.16% |
$16.7M - $16.8M
|
190K
$17.5M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
182KNew |
$16.6M - $16.7M
|
182K
$16.7M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
177K+ 531.47% |
$16.2M - $16.3M
|
211K
$19.3M
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
176KNew |
$16.1M - $16.2M
|
176K
$16.2M
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
173K+ 1031.55% |
$15.8M - $15.9M
|
190K
$17.4M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
171KNew |
$15.6M - $15.7M
|
171K
$15.7M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
168KNew |
$15.3M - $15.4M
|
168K
$15.4M
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
166KNew |
$15.2M - $15.2M
|
166K
$15.2M
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
166K+ 228.53% |
$15.2M - $15.2M
|
238K
$21.9M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
163KNew |
$14.9M - $15M
|
163K
$15M
|
|
Apr 13, 2023
Q1 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
154KNew |
$14M - $14.1M
|
154K
$14.1M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150K+ 1918.21% |
$13.7M - $13.8M
|
158K
$14.5M
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
148K+ 2918.61% |
$13.6M - $13.6M
|
153K
$14.1M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
148K+ 1644.66% |
$13.5M - $13.6M
|
157K
$14.4M
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
146KNew |
$13.3M - $13.4M
|
146K
$13.4M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
145K+ 58.77% |
$13.2M - $13.3M
|
392K
$35.9M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
140K+ 41.8% |
$12.8M - $12.8M
|
474K
$43.5M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
140K+ 90.27% |
$12.8M - $12.8M
|
294K
$27M
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
137KNew |
$12.5M - $12.6M
|
137K
$12.6M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
137K+ 233.85% |
$12.5M - $12.6M
|
195K
$17.9M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
134K+ 77.65% |
$12.2M - $12.3M
|
306K
$28M
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
130K+ 5364.27% |
$11.9M - $11.9M
|
132K
$12.1M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
130K+ 3.23% |
$11.9M - $11.9M
|
4.15M
$381M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
128KNew |
$11.7M - $11.8M
|
128K
$11.7M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
127K+ 1446.83% |
$11.6M - $11.6M
|
136K
$12.4M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
125KNew |
$11.4M - $11.5M
|
125K
$11.4M
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
123K+ 32367.28% |
$11.2M - $11.3M
|
123K
$11.3M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
120K+ 681.09% |
$11M - $11.1M
|
138K
$12.7M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
120K+ 76.37% |
$11M - $11M
|
277K
$25.4M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
120K+ 391.29% |
$11M - $11M
|
150K
$13.8M
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
120KNew |
$10.9M - $11M
|
120K
$11M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
119KNew |
$10.8M - $10.9M
|
119K
$10.9M
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
118K+ 413.46% |
$10.8M - $10.8M
|
146K
$13.4M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
117K+ 91.44% |
$10.7M - $10.7M
|
244K
$22.4M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117K+ 2.61% |
$10.7M - $10.7M
|
4.58M
$420M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
116KNew |
$10.6M - $10.7M
|
116K
$10.7M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
115KNew |
$10.5M - $10.6M
|
115K
$10.5M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
109K+ 235.01% |
$10M - $10M
|
156K
$14.3M
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
109K+ 34.8% |
$9.94M - $9.99M
|
421K
$38.6M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
108K+ 212.43% |
$9.86M - $9.91M
|
159K
$14.5M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
108KNew |
$9.85M - $9.9M
|
108K
$9.88M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 39.14% |
$9.82M - $9.87M
|
382K
$35M
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
106K+ 2412.07% |
$9.72M - $9.76M
|
111K
$10.2M
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
104KNew |
$9.53M - $9.57M
|
104K
$9.56M
|