Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.5K- 70.57% |
$594K - $597K
|
2.71K
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-6.5K- 49.12% |
$595K - $597K
|
6.74K
$615K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.73K- 19.94% |
$615K - $618K
|
27K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-7.3K- 43.75% |
$667K - $670K
|
9.39K
$858K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-7.35K- 51.3% |
$672K - $675K
|
6.98K
$638K
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-7.53K- 2.35% |
$689K - $692K
|
313K
$28.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.55K- 16.91% |
$690K - $693K
|
37.1K
$3.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.59K- 38.37% |
$694K - $697K
|
12.2K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.06K- 11.51% |
$737K - $740K
|
61.9K
$5.66M
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.22K- 12.6% |
$752K - $755K
|
57K
$5.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-8.29K- 7.76% |
$758K - $762K
|
98.5K
$9M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-8.3K- 71.93% |
$759K - $762K
|
3.24K
$296K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.52K- 2.87% |
$779K - $782K
|
288K
$26.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-8.6K- 4.08% |
$786K - $790K
|
202K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-8.82K- 49.37% |
$807K - $810K
|
9.05K
$827K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-8.84K- 7.43% |
$808K - $812K
|
110K
$10.1M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9.1K- 12.28% |
$832K - $836K
|
65K
$5.94M
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-9.19K- 9.43% |
$840K - $844K
|
88.3K
$8.07M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-9.72K- 15.18% |
$888K - $893K
|
54.3K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-9.86K- 44.48% |
$901K - $905K
|
12.3K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-10.4K- 18.95% |
$948K - $953K
|
44.3K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-10.6K- 41.18% |
$969K - $974K
|
15.1K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-10.6K- 12.22% |
$970K - $974K
|
76.2K
$6.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 1.22% |
$1.01M - $1.02M
|
899K
$82.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-11.7K- 23.65% |
$1.07M - $1.08M
|
37.8K
$3.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-12.1K- 23.54% |
$1.11M - $1.11M
|
39.4K
$3.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-12.2K- 32.8% |
$1.12M - $1.12M
|
25K
$2.28M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-12.4K- 24.19% |
$1.14M - $1.14M
|
38.9K
$3.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-12.4K- 21.27% |
$1.14M - $1.14M
|
46K
$4.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-12.5K- 47.46% |
$1.14M - $1.15M
|
13.8K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-12.7K- 23.85% |
$1.16M - $1.17M
|
40.6K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-13.6K- 36.39% |
$1.24M - $1.25M
|
23.8K
$2.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-14.3K- 25.04% |
$1.3M - $1.31M
|
42.6K
$3.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-14.6K- 39.26% |
$1.33M - $1.34M
|
22.6K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Bluegrass Capital Partners LP
Palm Beach, FL |
SELL
|
- |
-15K- 13.04% |
$1.37M - $1.38M
|
100K
$9.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.5K- 18.96% |
$1.42M - $1.43M
|
66.4K
$6.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-15.8K- 7.61% |
$1.44M - $1.45M
|
191K
$17.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-15.8K- 23.0% |
$1.45M - $1.45M
|
53K
$4.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-16.8K- 17.47% |
$1.53M - $1.54M
|
79.2K
$7.23M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-16.8K- 52.35% |
$1.53M - $1.54M
|
15.3K
$1.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-16.9K- 8.01% |
$1.55M - $1.56M
|
195K
$17.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-17.8K- 40.72% |
$1.62M - $1.63M
|
25.9K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18.1K- 3.58% |
$1.65M - $1.66M
|
486K
$44.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-18.9K- 50.11% |
$1.72M - $1.73M
|
18.8K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-20K- 86.89% |
$1.83M - $1.83M
|
3.01K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-20K- 42.06% |
$1.83M - $1.84M
|
27.5K
$2.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-20.6K- 22.39% |
$1.88M - $1.89M
|
71.2K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-20.6K- 12.36% |
$1.88M - $1.89M
|
146K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-20.9K- 3.35% |
$1.91M - $1.92M
|
604K
$55.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-21K- 56.96% |
$1.92M - $1.93M
|
15.8K
$1.45M
|