Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.61% |
$91.4 - $91.8
|
63
$5.77K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.0% |
$91.4 - $91.8
|
101
$9.26K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2- 0.09% |
$183 - $184
|
2.32K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2- 0.04% |
$183 - $184
|
4.84K
$444K
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-3- 0.09% |
$274 - $275
|
3.19K
$292K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7Closed |
$640 - $643
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-16- 14.68% |
$1.46K - $1.47K
|
93
$8.52K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 4.82% |
$1.55K - $1.56K
|
336
$30.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-17- 34.69% |
$1.55K - $1.56K
|
32
$2.93K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19- 47.5% |
$1.74K - $1.74K
|
21
$1.92K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-19- 47.5% |
$1.74K - $1.74K
|
21
$1.92K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20- 0.25% |
$1.83K - $1.84K
|
7.97K
$731K
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-28- 0.35% |
$2.56K - $2.57K
|
7.87K
$721K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-29- 13.62% |
$2.65K - $2.66K
|
184
$16.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-30- 0.42% |
$2.74K - $2.75K
|
7.16K
$656K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-43- 0.66% |
$3.93K - $3.95K
|
6.48K
$594K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-49- 4.33% |
$4.48K - $4.5K
|
1.08K
$99.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-61- 1.26% |
$5.58K - $5.6K
|
4.77K
$437K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-66- 2.92% |
$6.03K - $6.06K
|
2.2K
$201K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-80- 0.23% |
$7.31K - $7.35K
|
35.2K
$3.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-85- 15.18% |
$7.77K - $7.8K
|
475
$43.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-94- 0.28% |
$8.59K - $8.63K
|
33.2K
$3.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-101- 0.48% |
$9.23K - $9.27K
|
21.1K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 1.78% |
$10.3K - $10.4K
|
6.22K
$570K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-141- 1.51% |
$12.9K - $12.9K
|
9.21K
$844K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-161- 2.67% |
$14.7K - $14.8K
|
5.88K
$539K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-171- 73.08% |
$15.6K - $15.7K
|
63
$5.77K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-217- 52.29% |
$19.8K - $19.9K
|
198
$18.1K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-222- 1.21% |
$20.3K - $20.4K
|
18.2K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-228- 3.32% |
$20.8K - $20.9K
|
6.64K
$609K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-268- 77.68% |
$24.5K - $24.6K
|
77
$7.06K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-285- 0.47% |
$26.1K - $26.2K
|
60.1K
$5.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-294- 5.1% |
$26.9K - $27K
|
5.47K
$502K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-322- 4.85% |
$29.4K - $29.6K
|
6.32K
$579K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-361- 79.17% |
$33K - $33.1K
|
95
$8.71K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-371- 11.0% |
$33.9K - $34.1K
|
3K
$275K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-390- 8.06% |
$35.6K - $35.8K
|
4.45K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-390- 0.67% |
$35.6K - $35.8K
|
57.4K
$5.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-396- 11.51% |
$36.2K - $36.4K
|
3.05K
$279K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-414- 8.01% |
$37.8K - $38K
|
4.75K
$436K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-418- 0.43% |
$38.2K - $38.4K
|
97.3K
$8.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-421- 5.76% |
$38.5K - $38.7K
|
6.89K
$631K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-440- 96.92% |
$40.2K - $40.4K
|
14
$1.28K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-492- 10.78% |
$45K - $45.2K
|
4.07K
$373K
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-504- 4.53% |
$46.1K - $46.3K
|
10.6K
$975K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-505- 17.21% |
$46.2K - $46.4K
|
2.43K
$223K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-534- 7.38% |
$48.8K - $49K
|
6.71K
$615K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-558- 14.64% |
$51K - $51.2K
|
3.25K
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-560- 0.03% |
$51.2K - $51.4K
|
1.6M
$147M
|