Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
14.6K+ 130.84% |
$1.34M - $1.34M
|
25.8K
$2.37M
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.6KNew |
$1.34M - $1.34M
|
14.6K
$1.34M
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
14.4K+ 14.13% |
$1.32M - $1.32M
|
117K
$10.7M
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
14.3KNew |
$1.31M - $1.31M
|
14.3K
$1.31M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
14.1K+ 13.13% |
$1.29M - $1.3M
|
122K
$11.2M
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
14K+ 9.4% |
$1.28M - $1.29M
|
163K
$15M
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
13.8KNew |
$1.27M - $1.27M
|
13.8K
$1.27M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13.8KNew |
$1.26M - $1.26M
|
13.8K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 168.56% |
$1.25M - $1.25M
|
21.7K
$1.99M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.6K+ 13.45% |
$1.24M - $1.25M
|
115K
$10.5M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.6K+ 179.99% |
$1.24M - $1.24M
|
21.1K
$1.93M
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
13.4K+ 25.21% |
$1.23M - $1.23M
|
66.8K
$6.13M
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
13.4KNew |
$1.23M - $1.23M
|
13.4K
$1.23M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.4K+ 763.57% |
$1.22M - $1.23M
|
15.1K
$1.39M
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
13.3K+ 8.24% |
$1.22M - $1.22M
|
175K
$16.1M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.3KNew |
$1.22M - $1.22M
|
13.3K
$1.22M
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.1K+ 11.26% |
$1.2M - $1.2M
|
130K
$11.9M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13K+ 103.24% |
$1.19M - $1.19M
|
25.6K
$2.35M
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
13K+ 31.98% |
$1.19M - $1.19M
|
53.6K
$4.92M
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.9K+ 43.59% |
$1.18M - $1.19M
|
42.6K
$3.91M
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
12.9K+ 9.91% |
$1.18M - $1.19M
|
143K
$13.1M
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
12.9KNew |
$1.18M - $1.18M
|
12.9K
$1.18M
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
12.8K+ 105.53% |
$1.17M - $1.17M
|
24.8K
$2.28M
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
12.5KNew |
$1.14M - $1.15M
|
12.5K
$1.15M
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
12.5K+ 8.63% |
$1.14M - $1.14M
|
157K
$14.4M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.4K+ 107.99% |
$1.13M - $1.14M
|
23.8K
$2.19M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12.1K+ 818.4% |
$1.1M - $1.11M
|
13.5K
$1.24M
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.8K+ 12.37% |
$1.08M - $1.08M
|
107K
$9.82M
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 32.56% |
$1.07M - $1.08M
|
47.8K
$4.38M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.6K+ 34.92% |
$1.06M - $1.07M
|
44.9K
$4.11M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.1K+ 73.96% |
$1.02M - $1.02M
|
26.1K
$2.4M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
11KNew |
$1M - $1.01M
|
11K
$1.01M
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
11KNew |
$1M - $1.01M
|
11K
$1.01M
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
10.9K+ 64.59% |
$1M - $1M
|
27.9K
$2.56M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 33.89% |
$988K - $992K
|
42.7K
$3.92M
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
10.4K+ 25.05% |
$954K - $958K
|
52.1K
$4.78M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10.3K+ 13.93% |
$939K - $943K
|
84K
$7.7M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 168.57% |
$925K - $929K
|
16.1K
$1.48M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
9.84K+ 80.62% |
$899K - $903K
|
22K
$2.02M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.8K+ 360.56% |
$896K - $900K
|
12.5K
$1.15M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
9.73KNew |
$889K - $893K
|
9.73K
$892K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.68K+ 69.06% |
$885K - $889K
|
23.7K
$2.17M
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
9.54KNew |
$872K - $876K
|
9.54K
$875K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
9.37KNew |
$857K - $860K
|
9.37K
$860K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.28K+ 2.52% |
$848K - $852K
|
378K
$34.6M
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
9.1K+ 23.26% |
$832K - $836K
|
48.2K
$4.42M
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.97K+ 8.86% |
$820K - $824K
|
110K
$10.1M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.87K+ 56.59% |
$811K - $815K
|
24.6K
$2.25M
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
8.85K+ 6.8% |
$809K - $812K
|
139K
$12.8M
|
|
May 15, 2024
Q1 2024
|
Ballast Asset Management, LP
Dallas, TX |
BUY
|
- |
8.8KNew |
$804K - $808K
|
8.8K
$807K
|