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 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 116.06% |
$260K - $261K
|
5.3K
$486K
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.8KNew |
$256K - $257K
|
2.8K
$257K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.79K+ 11.34% |
$255K - $256K
|
27.4K
$2.51M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.79K+ 21.55% |
$255K - $256K
|
15.7K
$1.44M
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
2.78KNew |
$254K - $255K
|
2.78K
$255K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.74KNew |
$250K - $251K
|
2.74K
$251K
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.73KNew |
$249K - $250K
|
2.73K
$250K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.58K+ 55.24% |
$236K - $237K
|
7.24K
$664K
|
|
May 10, 2024
Q1 2024
|
Kopion Asset Management, LLC
|
BUY
|
- |
2.57K+ 8.98% |
$235K - $236K
|
31.1K
$2.86M
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 42.42% |
$232K - $233K
|
8.54K
$783K
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
2.54K+ 3.21% |
$232K - $233K
|
81.5K
$7.47M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.52K+ 61.79% |
$231K - $232K
|
6.61K
$606K
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.45K+ 5.09% |
$224K - $225K
|
50.6K
$4.64M
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.44K+ 64.0% |
$223K - $224K
|
6.24K
$573K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.43K+ 52.91% |
$222K - $223K
|
7.02K
$644K
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.4K+ 3.48% |
$219K - $220K
|
71.4K
$6.54M
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.39KNew |
$218K - $219K
|
2.39K
$219K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.33KNew |
$213K - $214K
|
2.33K
$214K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.29K+ 21.92% |
$210K - $211K
|
12.8K
$1.17M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.29K+ 77.75% |
$209K - $210K
|
5.23K
$480K
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
2.28KNew |
$208K - $209K
|
2.28K
$209K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.23KNew |
$203K - $204K
|
2.23K
$204K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.22KNew |
$203K - $204K
|
2.22K
$204K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.22K+ 39.71% |
$203K - $204K
|
7.81K
$716K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.2KNew |
$201K - $202K
|
2.2K
$202K
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.19KNew |
$200K - $201K
|
2.19K
$201K
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.19KNew |
$200K - $201K
|
2.19K
$200K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.16K+ 18.73% |
$197K - $198K
|
13.7K
$1.26M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.07K+ 4.2% |
$189K - $190K
|
51.3K
$4.7M
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 3.19% |
$187K - $188K
|
66K
$6.06M
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2K+ 19.83% |
$183K - $184K
|
12.1K
$1.11M
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.95K+ 7.72% |
$178K - $179K
|
27.2K
$2.49M
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.91K+ 15.71% |
$174K - $175K
|
14K
$1.29M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.89K+ 11.13% |
$173K - $174K
|
18.9K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.87K+ 4454.76% |
$171K - $172K
|
1.91K
$175K
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.87K+ 2.52% |
$170K - $171K
|
75.9K
$6.96M
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.84KNew |
$168K - $168K
|
1.84K
$168K
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.82K+ 1.06% |
$166K - $167K
|
174K
$16M
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.81K+ 42.04% |
$166K - $166K
|
6.13K
$562K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.79K+ 17.12% |
$164K - $164K
|
12.2K
$1.12M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.77K+ 15.49% |
$162K - $163K
|
13.2K
$1.21M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.75K+ 1.62% |
$160K - $161K
|
110K
$10.1M
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.7K+ 19.8% |
$156K - $156K
|
10.3K
$945K
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 67.48% |
$155K - $155K
|
4.2K
$385K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 887.23% |
$152K - $153K
|
1.86K
$170K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.67K+ 43.91% |
$152K - $153K
|
5.46K
$501K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.63K+ 3.1% |
$149K - $150K
|
54.3K
$4.98M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.55K+ 11.46% |
$142K - $143K
|
15.1K
$1.39M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.53K+ 55.72% |
$139K - $140K
|
4.26K
$391K
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 1.5% |
$137K - $137K
|
101K
$9.25M
|