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 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.04K+ 57.94% |
$461K - $463K
|
13.7K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5K+ 94.63% |
$457K - $459K
|
10.3K
$943K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.94K+ 789.92% |
$451K - $453K
|
5.56K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.93KNew |
$451K - $453K
|
4.93K
$452K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.76K+ 215.66% |
$435K - $437K
|
6.97K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.76K+ 12.33% |
$435K - $437K
|
43.4K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.74KNew |
$433K - $435K
|
4.74K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.63K+ 6.25% |
$423K - $425K
|
78.7K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.57K+ 43.07% |
$418K - $419K
|
15.2K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.53K+ 0.96% |
$414K - $416K
|
475K
$43.6M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.49K+ 40.06% |
$410K - $412K
|
15.7K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.47KNew |
$408K - $410K
|
4.47K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.43K+ 3.92% |
$405K - $406K
|
117K
$10.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.42K+ 0.88% |
$404K - $406K
|
506K
$46.4M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.4KNew |
$402K - $404K
|
4.4K
$404K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.31K+ 18.36% |
$394K - $396K
|
27.8K
$2.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.22KNew |
$386K - $388K
|
4.22K
$387K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.22K+ 7.03% |
$385K - $387K
|
64.2K
$5.89M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.14K+ 4.1% |
$378K - $380K
|
105K
$9.65M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
4.12K+ 34.96% |
$377K - $378K
|
15.9K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.07KNew |
$372K - $374K
|
4.07K
$373K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.05K+ 102.3% |
$370K - $372K
|
8.02K
$735K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4KNew |
$366K - $367K
|
4K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.97K+ 119.18% |
$363K - $365K
|
7.3K
$670K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.92KNew |
$358K - $360K
|
3.92K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.91K+ 0.84% |
$357K - $359K
|
469K
$43M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.89K+ 4.98% |
$355K - $357K
|
82K
$7.52M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.73K+ 157.98% |
$341K - $343K
|
6.1K
$559K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.72KNew |
$340K - $342K
|
3.72K
$341K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.7K+ 524.86% |
$338K - $339K
|
4.4K
$403K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.66K+ 46.3% |
$335K - $336K
|
11.6K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.64K+ 3.44% |
$332K - $334K
|
109K
$10M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
3.63K+ 30.97% |
$332K - $333K
|
15.4K
$1.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
3.6KNew |
$329K - $330K
|
3.6K
$330K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$324K - $326K
|
3.55K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.36K+ 20.93% |
$307K - $308K
|
19.4K
$1.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.35K+ 152.27% |
$306K - $308K
|
5.55K
$509K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.3KNew |
$301K - $303K
|
3.3K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
3.27KNew |
$299K - $301K
|
3.27K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.22KNew |
$294K - $295K
|
3.22K
$295K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.13K+ 81.51% |
$286K - $288K
|
6.98K
$640K
|
|
|
May 10, 2024
Q1 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
3.13K+ 32.11% |
$286K - $287K
|
12.9K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.12KNew |
$285K - $286K
|
3.12K
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3.11K+ 41.72% |
$284K - $286K
|
10.6K
$970K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3.1KNew |
$283K - $284K
|
3.1K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.09K+ 11.19% |
$282K - $283K
|
30.7K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3K+ 37.43% |
$274K - $276K
|
11K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.97K+ 41.02% |
$272K - $273K
|
10.2K
$938K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.92KNew |
$267K - $268K
|
2.92K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.85K+ 38.98% |
$260K - $261K
|
10.2K
$931K
|