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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
539+ 0.17% |
$49.3K - $49.5K
|
318K
$29.1M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
519+ 3.51% |
$47.4K - $47.6K
|
15.3K
$1.4M
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
503+ 0.4% |
$46K - $46.2K
|
127K
$11.6M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
500+ 1.91% |
$45.7K - $45.9K
|
26.7K
$2.44M
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
500+ 1.56% |
$45.7K - $45.9K
|
32.5K
$2.98M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
492+ 9.41% |
$45K - $45.2K
|
5.72K
$524K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
490New |
$44.8K - $45K
|
490
$44.9K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
464New |
$42.4K - $42.6K
|
464
$42.5K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
460New |
$42K - $42.2K
|
460
$42.1K
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
456+ 0.25% |
$41.7K - $41.9K
|
180K
$16.5M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
401New |
$36.7K - $36.8K
|
401
$36.7K
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
380+ 0.83% |
$34.7K - $34.9K
|
45.9K
$4.21M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
367New |
$33.5K - $33.7K
|
367
$33.6K
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
353+ 2.73% |
$32.3K - $32.4K
|
13.3K
$1.22M
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
349+ 9.7% |
$31.9K - $32K
|
3.95K
$362K
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
339+ 9.02% |
$31K - $31.1K
|
4.1K
$375K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
336+ 4.11% |
$30.7K - $30.8K
|
8.51K
$780K
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
303+ 1.64% |
$27.7K - $27.8K
|
18.8K
$1.72M
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
272+ 3.36% |
$24.9K - $25K
|
8.37K
$767K
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
269+ 0.37% |
$24.6K - $24.7K
|
73K
$6.69M
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
263+ 8.42% |
$24K - $24.1K
|
3.39K
$310K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
257New |
$23.5K - $23.6K
|
257
$23.5K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
256+ 0.33% |
$23.4K - $23.5K
|
77.4K
$7.09M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
254+ 2.2% |
$23.2K - $23.3K
|
11.8K
$1.08M
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
250+ 8.97% |
$22.9K - $23K
|
3.04K
$278K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
245New |
$22.4K - $22.5K
|
245
$22.4K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
229+ 3.65% |
$20.9K - $21K
|
6.51K
$596K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
218+ 42.66% |
$19.9K - $20K
|
729
$66.8K
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
207+ 2.33% |
$18.9K - $19K
|
9.09K
$832K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
200+ 4.71% |
$18.3K - $18.4K
|
4.44K
$407K
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
196+ 4.26% |
$17.9K - $18K
|
4.8K
$439K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
190+ 4.0% |
$17.4K - $17.4K
|
4.94K
$452K
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
186+ 4.12% |
$17K - $17.1K
|
4.71K
$431K
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
182+ 0.59% |
$16.6K - $16.7K
|
30.9K
$2.83M
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
177+ 0.81% |
$16.2K - $16.2K
|
22.1K
$2.02M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
162+ 4.16% |
$14.8K - $14.9K
|
4.05K
$371K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
157+ 3.16% |
$14.3K - $14.4K
|
5.13K
$470K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
154+ 0.32% |
$14.1K - $14.1K
|
48.3K
$4.42M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
150New |
$13.7K - $13.8K
|
150
$13.7K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
149+ 89.76% |
$13.6K - $13.7K
|
315
$28.8K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
145+ 5.48% |
$13.3K - $13.3K
|
2.79K
$256K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
145New |
$13.3K - $13.3K
|
145
$13.3K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
137+ 2.59% |
$12.5K - $12.6K
|
5.42K
$496K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
130+ 5.91% |
$11.9K - $11.9K
|
2.33K
$213K
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
125+ 2.56% |
$11.4K - $11.5K
|
5K
$458K
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
113+ 2.54% |
$10.3K - $10.4K
|
4.56K
$417K
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
110+ 1.93% |
$10.1K - $10.1K
|
5.81K
$532K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
107New |
$9.78K - $9.82K
|
107
$9.8K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
91New |
$8.32K - $8.35K
|
91
$8.33K
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
90+ 3.43% |
$8.23K - $8.26K
|
2.72K
$249K
|