Purchases and Sales Made in Q2 2024 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 2024. 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 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
76+ 0.4% |
$6.95K - $6.98K
|
18.9K
$1.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
72+ 2.3% |
$6.58K - $6.61K
|
3.2K
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
71+ 3.14% |
$6.49K - $6.52K
|
2.33K
$213K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
65+ 0.56% |
$5.94K - $5.97K
|
11.6K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
64+ 1.15% |
$5.85K - $5.88K
|
5.62K
$513K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
53+ 1.3% |
$4.85K - $4.87K
|
4.13K
$377K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50+ 2.5% |
$4.57K - $4.59K
|
2.05K
$187K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
47+ 1.16% |
$4.3K - $4.32K
|
4.1K
$375K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
43+ 1.55% |
$3.93K - $3.95K
|
2.82K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39+ 16.6% |
$3.57K - $3.58K
|
274
$25K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 0.11% |
$3.2K - $3.21K
|
31.5K
$2.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
33+ 0.76% |
$3.02K - $3.03K
|
4.38K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33+ 1100.0% |
$3.02K - $3.03K
|
36
$3.29K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.7% |
$2.83K - $2.85K
|
4.47K
$409K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28New |
$2.56K - $2.57K
|
28
$2.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
28+ 1.27% |
$2.56K - $2.57K
|
2.23K
$204K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
27+ 1.22% |
$2.47K - $2.48K
|
2.23K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 28.57% |
$2.38K - $2.39K
|
117
$10.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
25+ 0.34% |
$2.29K - $2.3K
|
7.31K
$667K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
25+ 0.26% |
$2.29K - $2.3K
|
9.52K
$870K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
24+ 0.42% |
$2.19K - $2.2K
|
5.71K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21+ 0.94% |
$1.92K - $1.93K
|
2.24K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
17New |
$1.55K - $1.56K
|
17
$1.55K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16+ 0.57% |
$1.46K - $1.47K
|
2.82K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
15+ 0.34% |
$1.37K - $1.38K
|
4.49K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 42.42% |
$1.28K - $1.29K
|
47
$4.29K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11+ 0.03% |
$1.01K - $1.01K
|
34.2K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 1.32% |
$914 - $918
|
768
$70.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8+ 0.47% |
$731 - $735
|
1.71K
$156K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8+ 1.44% |
$731 - $735
|
565
$51.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 1.2% |
$731 - $735
|
674
$61.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
6+ 7.5% |
$549 - $551
|
86
$7.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 1.34% |
$457 - $459
|
379
$34.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 100.0% |
$274 - $275
|
6
$548
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$183 - $184
|
3.1K
$283K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 66.67% |
$183 - $184
|
5
$457
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.2% |
$183 - $184
|
1.01K
$92.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2New |
$183 - $184
|
2
$183
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1+ 0.02% |
$91.4 - $91.8
|
6.61K
$604K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$91.4 - $91.8
|
6.58K
$601K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.03% |
$91.4 - $91.8
|
3.24K
$296K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2- 0.06% |
$183 - $184
|
3.1K
$284K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 23.08% |
$274 - $275
|
10
$914
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-8- 0.31% |
$731 - $735
|
2.59K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8- 0.15% |
$731 - $735
|
5.41K
$495K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-12- 0.54% |
$1.1K - $1.1K
|
2.2K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-16- 0.3% |
$1.46K - $1.47K
|
5.24K
$479K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
SELL
|
- |
-16- 0.73% |
$1.46K - $1.47K
|
2.18K
$199K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-18- 0.09% |
$1.65K - $1.65K
|
19.8K
$1.81M
|