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 11, 2023
Q2 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
10KNew |
$914K - $918K
|
10K
$917K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.74K+ 11.31% |
$891K - $895K
|
95.9K
$8.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
BUY
|
- |
9.62KNew |
$880K - $884K
|
9.62K
$882K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9.56K+ 138.51% |
$874K - $877K
|
16.5K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.28KNew |
$848K - $852K
|
9.28K
$851K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
9.2K+ 13.21% |
$841K - $845K
|
78.9K
$7.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.19K+ 140.19% |
$840K - $844K
|
15.7K
$1.44M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.19K+ 140.19% |
$840K - $844K
|
15.7K
$1.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.14K+ 7.94% |
$835K - $839K
|
124K
$11.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.75K+ 62.92% |
$800K - $804K
|
22.7K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.64K+ 136.28% |
$790K - $793K
|
15K
$1.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.55K+ 17.3% |
$781K - $785K
|
58K
$5.31M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.28K+ 122.97% |
$757K - $760K
|
15K
$1.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8.07K+ 62.52% |
$738K - $741K
|
21K
$1.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.74K+ 251.59% |
$707K - $711K
|
10.8K
$991K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.69KNew |
$703K - $706K
|
7.69K
$705K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
7.67K+ 204.53% |
$701K - $704K
|
11.4K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.64K+ 305.39% |
$699K - $702K
|
10.1K
$930K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
7.46K+ 2.67% |
$682K - $685K
|
287K
$26.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.46KNew |
$682K - $685K
|
7.46K
$684K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
7.45KNew |
$681K - $684K
|
7.45K
$683K
|
|
|
Aug 07, 2023
Q2 2023
|
Acuitas Investments, LLC
|
BUY
|
- |
7.41KNew |
$678K - $681K
|
7.41K
$679K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.39K+ 23.19% |
$675K - $678K
|
39.2K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.22KNew |
$660K - $663K
|
7.22K
$661K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.21K+ 12.54% |
$659K - $662K
|
64.7K
$5.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.06KNew |
$645K - $648K
|
7.06K
$647K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.02K+ 34.07% |
$642K - $645K
|
27.6K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
6.83K+ 123.46% |
$624K - $627K
|
12.4K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.78KNew |
$620K - $622K
|
6.78K
$621K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.69K+ 8.99% |
$611K - $614K
|
81K
$7.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.62KNew |
$605K - $608K
|
6.62K
$607K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.48K+ 42.4% |
$592K - $595K
|
21.8K
$1.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.43K+ 31.98% |
$588K - $591K
|
26.6K
$2.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
6.43KNew |
$588K - $590K
|
6.43K
$589K
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
6.35K+ 44.52% |
$580K - $583K
|
20.6K
$1.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6.35KNew |
$580K - $583K
|
6.35K
$582K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.11K+ 43.97% |
$558K - $561K
|
20K
$1.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.09K+ 14.99% |
$557K - $559K
|
46.7K
$4.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
6K+ 120.0% |
$548K - $551K
|
11K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.97K+ 30.77% |
$545K - $548K
|
25.4K
$2.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.86K+ 35.6% |
$535K - $538K
|
22.3K
$2.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.75K+ 28.35% |
$525K - $528K
|
26K
$2.38M
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.46K+ 227.5% |
$499K - $501K
|
7.86K
$720K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
5.36KNew |
$490K - $492K
|
5.36K
$491K
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
5.29K+ 3.77% |
$484K - $486K
|
146K
$13.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
5.27KNew |
$482K - $484K
|
5.27K
$483K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.23KNew |
$478K - $480K
|
5.23K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
5.21KNew |
$476K - $478K
|
5.21K
$477K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.07K+ 197.01% |
$463K - $465K
|
7.64K
$700K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
5K+ 9259.26% |
$457K - $459K
|
5.05K
$463K
|