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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
76.7K+ 12.11% |
$7.01M - $7.04M
|
710K
$64.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
75.3K+ 16.07% |
$6.89M - $6.92M
|
544K
$49.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
75.2KNew |
$6.87M - $6.9M
|
75.2K
$6.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
73.8K+ 1205.16% |
$6.75M - $6.78M
|
80K
$7.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
71.7K+ 7.13% |
$6.56M - $6.59M
|
1.08M
$98.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
69.9K+ 163.73% |
$6.39M - $6.42M
|
113K
$10.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
69.7K+ 97.02% |
$6.37M - $6.4M
|
141K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
68.6K+ 278.71% |
$6.27M - $6.3M
|
93.2K
$8.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
67.4K+ 3.35% |
$6.16M - $6.19M
|
2.08M
$190M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
66.7K+ 4.16% |
$6.1M - $6.13M
|
1.67M
$153M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
66K+ 73.92% |
$6.03M - $6.06M
|
155K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
65.7K+ 22.31% |
$6.01M - $6.04M
|
360K
$32.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
65.2KNew |
$5.96M - $5.99M
|
65.2K
$5.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
64.1KNew |
$5.87M - $5.89M
|
64.1K
$5.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62.1K+ 80.77% |
$5.68M - $5.7M
|
139K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
58.1K+ 29.25% |
$5.32M - $5.34M
|
257K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
58KNew |
$5.31M - $5.33M
|
58K
$5.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
56.1K+ 144.6% |
$5.13M - $5.15M
|
94.9K
$8.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
55.3K+ 56.46% |
$5.06M - $5.08M
|
153K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
52.7K+ 1011.58% |
$4.82M - $4.84M
|
57.9K
$5.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52.3K+ 249.4% |
$4.78M - $4.8M
|
73.3K
$6.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
51.8K+ 8.55% |
$4.74M - $4.76M
|
658K
$60.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
51.8K+ 238.1% |
$4.73M - $4.76M
|
73.5K
$6.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
51.3K+ 170.8% |
$4.69M - $4.71M
|
81.3K
$7.42M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
50.5K+ 154.88% |
$4.62M - $4.64M
|
83.1K
$7.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
48.8K+ 33.49% |
$4.46M - $4.48M
|
194K
$17.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
48.8KNew |
$4.46M - $4.48M
|
48.8K
$4.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48.2K+ 31.26% |
$4.4M - $4.42M
|
202K
$18.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
46.7K+ 158.47% |
$4.27M - $4.29M
|
76.2K
$6.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.7K+ 50.71% |
$4.27M - $4.29M
|
139K
$12.7M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
46.2K+ 293.71% |
$4.23M - $4.25M
|
62K
$5.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
46.2K+ 293.71% |
$4.23M - $4.25M
|
62K
$5.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
45.8K+ 3.01% |
$4.18M - $4.2M
|
1.57M
$143M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
45.3K+ 24.64% |
$4.14M - $4.16M
|
229K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.2K+ 0.97% |
$4.04M - $4.06M
|
4.6M
$420M
|
|
|
Nov 06, 2023
Q3 2023
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
43.2K+ 65.91% |
$3.95M - $3.97M
|
109K
$9.93M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
43.1K+ 19.51% |
$3.94M - $3.96M
|
264K
$24.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
42.6K+ 51.16% |
$3.89M - $3.91M
|
126K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
42K+ 192.87% |
$3.84M - $3.85M
|
63.7K
$5.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
41.2KNew |
$3.77M - $3.78M
|
41.2K
$3.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41K+ 11.96% |
$3.75M - $3.77M
|
384K
$35.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
40.4K+ 25.37% |
$3.69M - $3.71M
|
199K
$18.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40K+ 16.2% |
$3.65M - $3.67M
|
287K
$26.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
39.9KNew |
$3.65M - $3.66M
|
39.9K
$3.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
39.3K+ 20.95% |
$3.59M - $3.61M
|
227K
$20.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
38.4K+ 35.43% |
$3.51M - $3.52M
|
147K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
38.2K+ 10.81% |
$3.5M - $3.51M
|
392K
$35.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.1K+ 498.31% |
$3.48M - $3.5M
|
45.7K
$4.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
37.8K+ 1191.68% |
$3.46M - $3.47M
|
41K
$3.74M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
37.3KNew |
$3.41M - $3.42M
|
37.3K
$3.4M
|