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 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.12K- 30.3% |
$376K - $378K
|
9.47K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.17K- 8.95% |
$381K - $383K
|
42.4K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.32K- 35.26% |
$395K - $397K
|
7.93K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.44K- 29.38% |
$406K - $408K
|
10.7K
$975K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4.57K- 27.93% |
$418K - $420K
|
11.8K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-4.62K- 11.29% |
$422K - $424K
|
36.3K
$3.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4.76K- 25.32% |
$435K - $437K
|
14K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.78K- 14.96% |
$437K - $439K
|
27.2K
$2.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-4.96K- 14.07% |
$453K - $455K
|
30.3K
$2.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-4.98K- 12.73% |
$456K - $458K
|
34.2K
$3.12M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5.04K- 5.19% |
$461K - $463K
|
92.2K
$8.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.05K- 50.4% |
$461K - $463K
|
4.97K
$454K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.08K- 2.65% |
$464K - $466K
|
187K
$17.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-5.19K- 70.07% |
$475K - $477K
|
2.22K
$203K
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-5.22K- 66.45% |
$477K - $479K
|
2.64K
$241K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.25K- 7.19% |
$480K - $482K
|
67.8K
$6.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.26K- 47.66% |
$481K - $483K
|
5.77K
$527K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-5.3K- 48.22% |
$485K - $487K
|
5.69K
$520K
|
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-5.32K- 18.78% |
$486K - $488K
|
23K
$2.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.67K- 46.85% |
$518K - $521K
|
6.43K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.83K- 2.4% |
$533K - $535K
|
237K
$21.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.98K- 11.31% |
$546K - $549K
|
46.9K
$4.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.03K- 5.85% |
$551K - $554K
|
97K
$8.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.14K- 3.02% |
$561K - $563K
|
197K
$18M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.14K- 11.43% |
$561K - $563K
|
47.5K
$4.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.16K- 3.37% |
$563K - $566K
|
177K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.22K- 73.94% |
$568K - $571K
|
2.19K
$200K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-6.23K- 23.69% |
$570K - $572K
|
20.1K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.25K- 7.55% |
$572K - $574K
|
76.6K
$6.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.27K- 3.48% |
$573K - $576K
|
174K
$15.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6.34K- 6.16% |
$580K - $582K
|
96.7K
$8.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-6.49K- 26.95% |
$593K - $596K
|
17.6K
$1.61M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.49K- 66.14% |
$593K - $596K
|
3.32K
$304K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6.5K- 21.39% |
$595K - $597K
|
23.9K
$2.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.58K- 7.91% |
$601K - $604K
|
76.6K
$7M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.58K- 38.39% |
$601K - $604K
|
10.6K
$965K
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-6.6K- 52.74% |
$603K - $606K
|
5.91K
$540K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.61K- 32.22% |
$604K - $607K
|
13.9K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.63K- 35.08% |
$606K - $609K
|
12.3K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.86K- 11.58% |
$627K - $630K
|
52.4K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6.98K- 17.34% |
$638K - $640K
|
33.3K
$3.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-7.11K- 7.05% |
$650K - $653K
|
93.7K
$8.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-7.18K- 4.11% |
$656K - $659K
|
167K
$15.3M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-7.32K- 76.76% |
$670K - $672K
|
2.22K
$203K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-7.97K- 12.14% |
$729K - $732K
|
57.7K
$5.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-8K- 18.77% |
$732K - $735K
|
34.6K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-8.14K- 31.87% |
$744K - $748K
|
17.4K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-8.24K- 10.05% |
$753K - $756K
|
73.7K
$6.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.28K- 9.91% |
$757K - $760K
|
75.3K
$6.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-8.55K- 7.81% |
$781K - $785K
|
101K
$9.22M
|