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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
12th Street Asset Management Company, LLC
Nashville, TN |
SELL
|
- |
-2.3K- 0.78% |
$210K - $211K
|
292K
$26.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-2.4K- 52.07% |
$219K - $220K
|
2.21K
$202K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.4K- 40.06% |
$219K - $220K
|
3.59K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.52K- 19.56% |
$230K - $231K
|
10.4K
$950K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.55K- 6.65% |
$233K - $235K
|
35.9K
$3.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-2.58K- 9.52% |
$236K - $237K
|
24.5K
$2.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.7K- 38.1% |
$247K - $248K
|
4.39K
$403K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.71K- 12.93% |
$248K - $249K
|
18.3K
$1.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.78K- 5.17% |
$254K - $255K
|
50.9K
$4.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
SELL
|
- |
-2.8K- 12.71% |
$256K - $257K
|
19.2K
$1.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-2.81K- 4.56% |
$257K - $258K
|
58.8K
$5.39M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.98K- 41.47% |
$272K - $273K
|
4.2K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.98K- 70.7% |
$272K - $274K
|
1.24K
$113K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.04K- 2.32% |
$278K - $279K
|
128K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.09K- 0.49% |
$283K - $284K
|
633K
$58M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.13K- 40.33% |
$286K - $287K
|
4.63K
$424K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.14K- 52.79% |
$287K - $288K
|
2.81K
$257K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.25K- 7.21% |
$297K - $298K
|
41.8K
$3.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.29K- 18.95% |
$300K - $302K
|
14.1K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.45K- 27.75% |
$316K - $317K
|
8.99K
$824K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-3.61K- 53.32% |
$330K - $331K
|
3.16K
$289K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.67K- 60.24% |
$336K - $337K
|
2.42K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.76K- 3.05% |
$344K - $345K
|
119K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.84K- 3.81% |
$351K - $353K
|
97K
$8.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-4.02K- 0.89% |
$367K - $369K
|
448K
$41.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-4.07K- 11.11% |
$372K - $374K
|
32.6K
$2.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.2K- 63.71% |
$384K - $386K
|
2.4K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.27K- 0.84% |
$390K - $392K
|
504K
$46.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.38K- 19.5% |
$400K - $402K
|
18.1K
$1.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.4K- 60.76% |
$402K - $404K
|
2.84K
$260K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.46K- 18.4% |
$408K - $410K
|
19.8K
$1.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.57K- 22.53% |
$418K - $420K
|
15.7K
$1.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.83K- 6.6% |
$441K - $443K
|
68.3K
$6.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.86K- 15.78% |
$444K - $446K
|
25.9K
$2.38M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.9K- 29.18% |
$447K - $449K
|
11.9K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.97K- 32.71% |
$454K - $456K
|
10.2K
$936K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.98K- 35.72% |
$455K - $457K
|
8.96K
$821K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5K- 1.01% |
$457K - $459K
|
490K
$44.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-5.26K- 8.77% |
$481K - $483K
|
54.7K
$5.02M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-5.73K- 16.96% |
$524K - $526K
|
28.1K
$2.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-5.79K- 46.04% |
$529K - $531K
|
6.78K
$622K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.84K- 34.99% |
$534K - $536K
|
10.8K
$994K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5.84K- 11.58% |
$534K - $537K
|
44.6K
$4.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-5.92K- 48.97% |
$541K - $543K
|
6.16K
$565K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5.94K- 15.28% |
$543K - $545K
|
32.9K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-6K- 10.14% |
$548K - $551K
|
53.2K
$4.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.23K- 73.29% |
$569K - $572K
|
2.27K
$208K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.27K- 1.45% |
$573K - $576K
|
426K
$39.1M
|
|
|
Apr 16, 2024
Q2 2023
|
Kopion Asset Management, LLC
|
SELL
|
- |
-6.45K- 22.58% |
$590K - $592K
|
22.1K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.6K- 9.74% |
$603K - $606K
|
61.1K
$5.6M
|