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 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.96K+ 1.88% |
$453K - $455K
|
269K
$24.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
4.92K+ 164.13% |
$450K - $452K
|
7.92K
$726K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.91K+ 139.32% |
$449K - $451K
|
8.44K
$773K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.83K+ 39.38% |
$441K - $443K
|
17.1K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.8KNew |
$439K - $441K
|
4.8K
$440K
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4.77K+ 3.11% |
$436K - $438K
|
158K
$14.5M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
4.73KNew |
$432K - $434K
|
4.73K
$433K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
4.62KNew |
$422K - $424K
|
4.62K
$423K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.61KNew |
$421K - $423K
|
4.61K
$423K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.55KNew |
$416K - $418K
|
4.55K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.54KNew |
$415K - $417K
|
4.54K
$417K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 3.94% |
$412K - $414K
|
119K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
4.35KNew |
$397K - $399K
|
4.35K
$398K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.31K+ 67.1% |
$394K - $396K
|
10.7K
$984K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.29K+ 4.7% |
$393K - $394K
|
95.7K
$8.78M
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.2KNew |
$384K - $385K
|
4.2K
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
4.12KNew |
$377K - $379K
|
4.12K
$378K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 90.73% |
$376K - $377K
|
8.64K
$792K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.9KNew |
$357K - $358K
|
3.9K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.84K+ 5.05% |
$351K - $352K
|
79.8K
$7.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
3.82KNew |
$350K - $351K
|
3.82K
$351K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.76K+ 40.16% |
$344K - $346K
|
13.1K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.73K+ 159.67% |
$341K - $342K
|
6.07K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.73K+ 103.18% |
$341K - $342K
|
7.34K
$673K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.63K+ 3.48% |
$332K - $333K
|
108K
$9.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.63K+ 31.89% |
$332K - $333K
|
15K
$1.38M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.62K+ 57.9% |
$331K - $333K
|
9.88K
$905K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$329K - $331K
|
3.6K
$330K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.59KNew |
$328K - $329K
|
3.59K
$329K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.45KNew |
$315K - $317K
|
3.45K
$316K
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
3.45K+ 57.62% |
$315K - $317K
|
9.43K
$864K
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.41K+ 5.48% |
$311K - $313K
|
65.5K
$6.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.38KNew |
$309K - $311K
|
3.38K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.36K+ 19.07% |
$307K - $308K
|
20.9K
$1.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.33K+ 13.85% |
$304K - $305K
|
27.3K
$2.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.22KNew |
$294K - $295K
|
3.22K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
3.21K+ 24.15% |
$293K - $295K
|
16.5K
$1.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
3.21KNew |
$293K - $294K
|
3.21K
$294K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.2KNew |
$292K - $294K
|
3.2K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
3.15KNew |
$288K - $289K
|
3.15K
$289K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.13KNew |
$286K - $288K
|
3.13K
$287K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.11KNew |
$284K - $286K
|
3.11K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.1K+ 34.66% |
$283K - $284K
|
12K
$1.1M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.1K+ 34.66% |
$283K - $284K
|
12K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.07KNew |
$281K - $282K
|
3.07K
$281K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.98K+ 26.07% |
$273K - $274K
|
14.4K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.94KNew |
$269K - $270K
|
2.94K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.94KNew |
$269K - $270K
|
2.94K
$269K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.93K+ 91.5% |
$268K - $269K
|
6.13K
$562K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
2.91KNew |
$266K - $268K
|
2.91K
$267K
|