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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.3K+ 55.38% |
$393K - $395K
|
12.1K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.23K+ 7.77% |
$386K - $388K
|
58.6K
$5.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.22KNew |
$385K - $387K
|
4.22K
$385K
|
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
4.18K+ 0.19% |
$382K - $384K
|
2.23M
$203M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.12K+ 45.41% |
$377K - $378K
|
13.2K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
4.08K+ 4.12% |
$373K - $374K
|
103K
$9.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.02KNew |
$367K - $369K
|
4.02K
$367K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4KNew |
$366K - $367K
|
4K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4K+ 8.58% |
$366K - $367K
|
50.6K
$4.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.79K+ 9.61% |
$346K - $348K
|
43.2K
$3.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.72K+ 4.24% |
$340K - $341K
|
91.4K
$8.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.7K+ 19.19% |
$339K - $340K
|
23K
$2.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.7KNew |
$338K - $340K
|
3.7K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.68K+ 3.83% |
$336K - $337K
|
99.8K
$9.11M
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
3.64K+ 2.65% |
$333K - $334K
|
141K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.63KNew |
$332K - $334K
|
3.63K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.58KNew |
$327K - $329K
|
3.58K
$327K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
3.55K+ 12.93% |
$324K - $326K
|
31K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.52K+ 28.91% |
$322K - $324K
|
15.7K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3.5KNew |
$320K - $321K
|
3.5K
$320K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.5K+ 68.18% |
$320K - $321K
|
8.63K
$788K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
3.49K+ 38.45% |
$319K - $321K
|
12.6K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.46KNew |
$316K - $317K
|
3.46K
$316K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
3.45KNew |
$315K - $316K
|
3.45K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.43KNew |
$313K - $315K
|
3.43K
$313K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.37K+ 1.81% |
$308K - $309K
|
189K
$17.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
3.34KNew |
$305K - $307K
|
3.34K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
3.34KNew |
$305K - $306K
|
3.34K
$305K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.3K+ 2.35% |
$302K - $303K
|
144K
$13.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.3KNew |
$301K - $303K
|
3.3K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.29KNew |
$300K - $302K
|
3.29K
$300K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$299K - $300K
|
3.27K
$298K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.26KNew |
$298K - $300K
|
3.26K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.26K+ 9.5% |
$298K - $299K
|
37.6K
$3.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.23KNew |
$296K - $297K
|
3.23K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.22KNew |
$294K - $296K
|
3.22K
$294K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.21K+ 17.12% |
$294K - $295K
|
22K
$2.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.16KNew |
$289K - $290K
|
3.16K
$289K
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.13KNew |
$286K - $288K
|
3.13K
$286K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.09K+ 78.22% |
$282K - $284K
|
7.04K
$643K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.05K+ 4.53% |
$279K - $280K
|
70.3K
$6.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.03KNew |
$277K - $278K
|
3.03K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.01K+ 26.38% |
$275K - $276K
|
14.4K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3K+ 45.89% |
$274K - $275K
|
9.52K
$870K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.96K+ 49.04% |
$270K - $271K
|
8.98K
$820K
|
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
2.95K+ 12.14% |
$270K - $271K
|
27.3K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.92K+ 22.16% |
$267K - $268K
|
16.1K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
2.92K+ 4.41% |
$267K - $268K
|
69.1K
$6.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.9K+ 59.57% |
$265K - $267K
|
7.78K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.85K+ 2.61% |
$261K - $262K
|
112K
$10.3M
|