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 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$27.4K - $27.5K
|
300
$27.5K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
281+ 3.89% |
$25.7K - $25.8K
|
7.5K
$687K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
281+ 7.46% |
$25.7K - $25.8K
|
4.05K
$371K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
272+ 5.81% |
$24.9K - $25K
|
4.95K
$454K
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
268+ 2.77% |
$24.5K - $24.6K
|
9.95K
$912K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
252New |
$23K - $23.1K
|
252
$23.1K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
241+ 2.18% |
$22K - $22.1K
|
11.3K
$1.03M
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
230+ 0.49% |
$21K - $21.1K
|
47.3K
$4.33M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
222New |
$20.3K - $20.4K
|
222
$20.3K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
217New |
$19.8K - $19.9K
|
217
$19.9K
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
200+ 0.53% |
$18.3K - $18.4K
|
37.6K
$3.45M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
193+ 0.13% |
$17.6K - $17.7K
|
154K
$14.1M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
192New |
$17.6K - $17.6K
|
192
$17.6K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
171+ 4.61% |
$15.6K - $15.7K
|
3.88K
$356K
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
164New |
$15K - $15.1K
|
164
$15K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
162+ 0.81% |
$14.8K - $14.9K
|
20.2K
$1.86M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
153+ 56.04% |
$14K - $14K
|
426
$39K
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
131+ 3.44% |
$12K - $12K
|
3.94K
$361K
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
124+ 0.32% |
$11.3K - $11.4K
|
39.2K
$3.6M
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
123+ 4.12% |
$11.2K - $11.3K
|
3.11K
$285K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
118New |
$10.8K - $10.8K
|
118
$10.8K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
109New |
$9.96K - $10K
|
109
$9.99K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
107+ 0.65% |
$9.78K - $9.82K
|
16.6K
$1.52M
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
99New |
$9.05K - $9.09K
|
99
$9.07K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97+ 8.43% |
$8.87K - $8.91K
|
1.25K
$114K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97+ 8.43% |
$8.87K - $8.91K
|
1.25K
$114K
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
91+ 2.55% |
$8.32K - $8.36K
|
3.66K
$336K
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
80New |
$7.31K - $7.35K
|
80
$7.33K
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
70+ 2.27% |
$6.4K - $6.43K
|
3.15K
$289K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
60+ 24.19% |
$5.48K - $5.51K
|
308
$28.2K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50+ 6.67% |
$4.57K - $4.59K
|
800
$73.3K
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 0.23% |
$4.57K - $4.59K
|
21.8K
$1.99M
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
49+ 0.08% |
$4.48K - $4.5K
|
59.9K
$5.49M
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
48+ 0.29% |
$4.39K - $4.41K
|
16.7K
$1.53M
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
47+ 1.21% |
$4.3K - $4.32K
|
3.92K
$359K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
46+ 2.02% |
$4.2K - $4.22K
|
2.32K
$213K
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
41+ 1.7% |
$3.75K - $3.76K
|
2.46K
$225K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
41+ 0.57% |
$3.75K - $3.76K
|
7.17K
$657K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
30+ 9.26% |
$2.74K - $2.75K
|
354
$32.4K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
29+ 37.66% |
$2.65K - $2.66K
|
106
$9.72K
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
27+ 0.74% |
$2.47K - $2.48K
|
3.65K
$335K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21+ 28.38% |
$1.92K - $1.93K
|
95
$8.71K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
20New |
$1.83K - $1.84K
|
20
$1.83K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18New |
$1.65K - $1.65K
|
18
$1.65K
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
17+ 0.39% |
$1.55K - $1.56K
|
4.42K
$405K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
13New |
$1.19K - $1.19K
|
13
$1.19K
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
9+ 0.22% |
$823 - $826
|
4.1K
$376K
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
8+ 0.08% |
$731 - $735
|
10.2K
$932K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8New |
$731 - $735
|
8
$733
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 1.1% |
$640 - $643
|
644
$59K
|