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 |
---|---|---|---|---|---|---|---|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-17.7K- 7.43% |
$1.62M - $1.63M
|
221K
$20.2M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-17.9K- 3.76% |
$1.63M - $1.64M
|
457K
$41.9M
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-18K- 23.98% |
$1.64M - $1.65M
|
56.9K
$5.22M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.5K- 25.15% |
$1.69M - $1.7M
|
55.2K
$5.06M
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-18.7K- 70.15% |
$1.71M - $1.71M
|
7.94K
$728K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.9K- 59.48% |
$1.73M - $1.73M
|
12.9K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19K- 80.08% |
$1.74M - $1.75M
|
4.73K
$434K
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-19.3K- 61.74% |
$1.76M - $1.77M
|
12K
$1.1M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-19.4K- 9.22% |
$1.77M - $1.78M
|
191K
$17.5M
|
|
Aug 11, 2023
Q2 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-19.6K- 26.51% |
$1.79M - $1.8M
|
54.4K
$4.98M
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-19.6K- 9.23% |
$1.8M - $1.8M
|
193K
$17.7M
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-19.6K- 9.23% |
$1.8M - $1.8M
|
193K
$17.7M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-20.2K- 16.15% |
$1.84M - $1.85M
|
105K
$9.6M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.2K- 56.09% |
$1.85M - $1.85M
|
15.8K
$1.45M
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-20.2K- 9.48% |
$1.85M - $1.86M
|
193K
$17.7M
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-20.7K- 16.22% |
$1.89M - $1.9M
|
107K
$9.79M
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-21.7K- 37.08% |
$1.98M - $1.99M
|
36.8K
$3.38M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-22.2K- 22.02% |
$2.03M - $2.04M
|
78.7K
$7.22M
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-22.7K- 11.52% |
$2.08M - $2.09M
|
175K
$16M
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-23K- 91.04% |
$2.1M - $2.11M
|
2.26K
$207K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-23.1K- 28.98% |
$2.11M - $2.12M
|
56.6K
$5.19M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-23.2K- 9.48% |
$2.12M - $2.13M
|
221K
$20.3M
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-23.8K- 5.19% |
$2.18M - $2.19M
|
435K
$39.9M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24.4K- 34.46% |
$2.23M - $2.24M
|
46.4K
$4.26M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-26.1K- 51.86% |
$2.38M - $2.39M
|
24.2K
$2.22M
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-26.1K- 16.99% |
$2.39M - $2.4M
|
128K
$11.7M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.3K- 9.96% |
$2.49M - $2.5M
|
247K
$22.6M
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-27.3K- 3.86% |
$2.49M - $2.51M
|
680K
$62.3M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27.5K- 37.03% |
$2.51M - $2.52M
|
46.8K
$4.29M
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27.6K- 15.64% |
$2.52M - $2.53M
|
149K
$13.6M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-28.1K- 57.4% |
$2.57M - $2.58M
|
20.9K
$1.91M
|
|
Aug 14, 2023
Q2 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-28.6K- 23.89% |
$2.61M - $2.62M
|
91K
$8.34M
|
|
Jun 14, 2024
Q2 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-28.6K- 23.89% |
$2.61M - $2.62M
|
91K
$8.34M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-29.3K- 66.76% |
$2.68M - $2.69M
|
14.6K
$1.34M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29.7K- 19.04% |
$2.71M - $2.73M
|
126K
$11.6M
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-30.1K- 60.79% |
$2.75M - $2.76M
|
19.4K
$1.78M
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-30.4K- 15.55% |
$2.78M - $2.79M
|
165K
$15.2M
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-30.8K- 22.42% |
$2.81M - $2.83M
|
106K
$9.76M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-30.9K- 16.95% |
$2.82M - $2.83M
|
151K
$13.9M
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-33.4K- 29.55% |
$3.06M - $3.07M
|
79.7K
$7.31M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-34.4K- 5.06% |
$3.15M - $3.16M
|
645K
$59.2M
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-38.4K- 20.14% |
$3.51M - $3.53M
|
152K
$14M
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-41.2K- 47.8% |
$3.76M - $3.78M
|
44.9K
$4.12M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-41.2K- 32.21% |
$3.77M - $3.79M
|
86.8K
$7.96M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.5K- 49.27% |
$3.79M - $3.81M
|
42.7K
$3.92M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-42K- 14.74% |
$3.84M - $3.86M
|
243K
$22.3M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-43.4K- 14.68% |
$3.97M - $3.98M
|
252K
$23.1M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-44.5K- 75.62% |
$4.06M - $4.08M
|
14.3K
$1.31M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-45.2K- 53.35% |
$4.13M - $4.15M
|
39.5K
$3.62M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-46.5K- 43.59% |
$4.25M - $4.27M
|
60.1K
$5.51M
|