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 |
---|---|---|---|---|---|---|---|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
BUY
|
- |
38.8K+ 1642.37% |
$3.54M - $3.56M
|
41.1K
$3.77M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
38.4K+ 44.09% |
$3.51M - $3.52M
|
125K
$11.5M
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
38.1K+ 32.72% |
$3.48M - $3.5M
|
155K
$14.2M
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
37.4KNew |
$3.42M - $3.43M
|
37.4K
$3.43M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
37.3K+ 24.4% |
$3.41M - $3.42M
|
190K
$17.4M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
37.2KNew |
$3.4M - $3.41M
|
37.2K
$3.41M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.7K+ 5.19% |
$3.36M - $3.37M
|
744K
$68.2M
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
36.4K+ 465.63% |
$3.33M - $3.34M
|
44.2K
$4.06M
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
36.1KNew |
$3.3M - $3.32M
|
36.1K
$3.31M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.9K+ 318.86% |
$3.28M - $3.29M
|
47.1K
$4.32M
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
35.7K+ 100.31% |
$3.26M - $3.27M
|
71.2K
$6.53M
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
34.7K+ 23.73% |
$3.18M - $3.19M
|
181K
$16.6M
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
33.9K+ 53.26% |
$3.1M - $3.11M
|
97.5K
$8.93M
|
|
Aug 14, 2023
Q2 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
33.8K+ 13.66% |
$3.09M - $3.1M
|
281K
$25.8M
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
33.5K+ 32.17% |
$3.07M - $3.08M
|
138K
$12.6M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
33.5K+ 329.61% |
$3.06M - $3.07M
|
43.6K
$4M
|
|
Aug 14, 2023
Q2 2023
|
Bluegrass Capital Partners LP
Palm Beach, FL |
BUY
|
- |
33K+ 40.24% |
$3.02M - $3.03M
|
115K
$10.5M
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
32.2K+ 122.5% |
$2.94M - $2.95M
|
58.4K
$5.36M
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
32KNew |
$2.93M - $2.94M
|
32K
$2.94M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
31.9K+ 6.84% |
$2.91M - $2.93M
|
498K
$45.6M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.8K+ 46.8% |
$2.81M - $2.83M
|
96.6K
$8.85M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
30.8K+ 132.76% |
$2.81M - $2.83M
|
54K
$4.95M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
30.7K+ 17063.33% |
$2.81M - $2.82M
|
30.9K
$2.83M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
30KNew |
$2.74M - $2.75M
|
30K
$2.75M
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
29.7K+ 55.43% |
$2.71M - $2.72M
|
83.2K
$7.62M
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
29.5KNew |
$2.7M - $2.71M
|
29.5K
$2.7M
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
29.2K+ 6.32% |
$2.67M - $2.68M
|
491K
$45M
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
29KNew |
$2.65M - $2.67M
|
29K
$2.66M
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
28.8K+ 13.69% |
$2.63M - $2.64M
|
239K
$21.9M
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
27.6KNew |
$2.53M - $2.54M
|
27.6K
$2.53M
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
27.6K+ 38.25% |
$2.52M - $2.54M
|
99.8K
$9.15M
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
27K+ 52.13% |
$2.46M - $2.47M
|
78.7K
$7.21M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.3K+ 753.19% |
$2.4M - $2.41M
|
29.8K
$2.73M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.7K+ 10.96% |
$2.35M - $2.36M
|
260K
$23.9M
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
24.6K+ 17.27% |
$2.25M - $2.26M
|
167K
$15.3M
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
24.6KNew |
$2.25M - $2.26M
|
24.6K
$2.26M
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
24.4K+ 23.85% |
$2.23M - $2.24M
|
127K
$11.6M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24K+ 59.57% |
$2.19M - $2.2M
|
64.2K
$5.89M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
22.9K+ 319.75% |
$2.09M - $2.1M
|
30K
$2.75M
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
22.7K+ 4.86% |
$2.07M - $2.08M
|
489K
$44.8M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.5K+ 85.64% |
$2.05M - $2.06M
|
48.7K
$4.46M
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
22.3KNew |
$2.04M - $2.05M
|
22.3K
$2.05M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
22.1K+ 16.1% |
$2.02M - $2.03M
|
159K
$14.6M
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
21.9KNew |
$2M - $2.01M
|
21.9K
$2.01M
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
21.7KNew |
$1.99M - $2M
|
21.7K
$1.99M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
21.6K+ 29.21% |
$1.97M - $1.98M
|
95.5K
$8.75M
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
21.3K+ 24.45% |
$1.94M - $1.95M
|
108K
$9.92M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.2KNew |
$1.94M - $1.95M
|
21.2K
$1.94M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21K+ 34.5% |
$1.92M - $1.93M
|
81.9K
$7.51M
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
BUY
|
- |
20.8KNew |
$1.9M - $1.91M
|
20.8K
$1.91M
|