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 15, 2024
Q1 2024
|
Ballast Asset Management, LP
Dallas, TX |
BUY
|
- |
8.8KNew |
$804K - $808K
|
8.8K
$806K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.78K+ 74.92% |
$803K - $806K
|
20.5K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.77K+ 87.44% |
$801K - $805K
|
18.8K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.59KNew |
$785K - $789K
|
8.59K
$787K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
8.58KNew |
$784K - $788K
|
8.58K
$786K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.58K+ 37.42% |
$784K - $787K
|
31.5K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
8.34K+ 2.25% |
$763K - $766K
|
380K
$34.8M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.23KNew |
$752K - $755K
|
8.23K
$753K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.17K+ 96.72% |
$747K - $750K
|
16.6K
$1.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.77KNew |
$710K - $713K
|
7.77K
$711K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.73KNew |
$706K - $709K
|
7.73K
$708K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
7.54KNew |
$689K - $692K
|
7.54K
$690K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
7.41KNew |
$678K - $681K
|
7.41K
$679K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.39K+ 3.34% |
$675K - $678K
|
229K
$20.9M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.3K+ 12.1% |
$667K - $670K
|
67.6K
$6.19M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.28KNew |
$665K - $668K
|
7.28K
$667K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
7.11K+ 21.12% |
$650K - $653K
|
40.8K
$3.73M
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
7.09K+ 49.4% |
$648K - $651K
|
21.5K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
7.06K+ 20.85% |
$645K - $648K
|
40.9K
$3.75M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
7K+ 5.49% |
$640K - $643K
|
134K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.92K+ 4.6% |
$633K - $635K
|
157K
$14.4M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.87K+ 10.93% |
$628K - $631K
|
69.7K
$6.39M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.78K+ 543.27% |
$620K - $622K
|
8.03K
$735K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.71K+ 103.03% |
$613K - $616K
|
13.2K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.67KNew |
$610K - $612K
|
6.67K
$611K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.43K+ 4.84% |
$588K - $590K
|
139K
$12.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
6.42KNew |
$587K - $589K
|
6.42K
$588K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.2KNew |
$567K - $569K
|
6.2K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
6.11KNew |
$559K - $561K
|
6.11K
$560K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.1KNew |
$557K - $560K
|
6.1K
$558K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.03KNew |
$551K - $553K
|
6.03K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 2.27% |
$548K - $550K
|
270K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.96K+ 9.17% |
$545K - $547K
|
70.9K
$6.5M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.92KNew |
$541K - $543K
|
5.92K
$542K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
5.88KNew |
$537K - $540K
|
5.88K
$538K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.85K+ 3.59% |
$535K - $537K
|
169K
$15.5M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 7.79% |
$531K - $534K
|
80.4K
$7.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
5.66K+ 183.78% |
$518K - $520K
|
8.75K
$801K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5.6K+ 51.34% |
$512K - $514K
|
16.5K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
5.54K+ 239.96% |
$507K - $509K
|
7.85K
$719K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.4K+ 54.61% |
$493K - $496K
|
15.3K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.4K+ 141.63% |
$493K - $495K
|
9.21K
$843K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.37K+ 7.17% |
$491K - $493K
|
80.3K
$7.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.36K+ 4.73% |
$490K - $492K
|
119K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.25KNew |
$480K - $482K
|
5.25K
$481K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.22KNew |
$477K - $479K
|
5.22K
$478K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.21KNew |
$476K - $478K
|
5.21K
$477K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.12K+ 29.31% |
$468K - $470K
|
22.6K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.09KNew |
$465K - $467K
|
5.09K
$466K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.07K+ 21.83% |
$463K - $465K
|
28.3K
$2.59M
|