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 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
11.4K+ 94.17% |
$1.04M - $1.04M
|
23.4K
$2.14M
|
|
Nov 13, 2023
Q3 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
11.2K+ 20.56% |
$1.02M - $1.03M
|
65.6K
$5.99M
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11.1K+ 16.84% |
$1.02M - $1.02M
|
77.3K
$7.06M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11K+ 34393.75% |
$1.01M - $1.01M
|
11K
$1.01M
|
|
Oct 10, 2023
Q3 2023
|
Kopion Asset Management, LLC
|
BUY
|
- |
11K+ 49.63% |
$1M - $1.01M
|
33.1K
$3.02M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$974K - $978K
|
10.6K
$973K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.4K+ 4.74% |
$950K - $955K
|
230K
$21M
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
10K+ 5.26% |
$918K - $922K
|
201K
$18.4M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.78KNew |
$895K - $899K
|
9.78K
$894K
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
9.46KNew |
$865K - $869K
|
9.46K
$864K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.3K+ 9.92% |
$850K - $854K
|
103K
$9.42M
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.26KNew |
$847K - $851K
|
9.26K
$846K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.7K+ 59.72% |
$796K - $800K
|
23.3K
$2.13M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.64K+ 20.97% |
$790K - $794K
|
49.8K
$4.55M
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.56K+ 32.23% |
$782K - $786K
|
35.1K
$3.21M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.49KNew |
$776K - $780K
|
8.49K
$776K
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.34K+ 2.71% |
$762K - $766K
|
316K
$28.9M
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
8.3K+ 74.44% |
$759K - $762K
|
19.5K
$1.78M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8.26K+ 2.74% |
$755K - $759K
|
309K
$28.3M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.17K+ 44.23% |
$747K - $750K
|
26.6K
$2.43M
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8.12KNew |
$742K - $746K
|
8.12K
$741K
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
7.94KNew |
$726K - $729K
|
7.94K
$725K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7.93K+ 12.95% |
$725K - $729K
|
69.2K
$6.32M
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.85K+ 266.87% |
$717K - $721K
|
10.8K
$985K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
7.48KNew |
$684K - $687K
|
7.48K
$683K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.47K+ 30.49% |
$683K - $686K
|
32K
$2.92M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.45K+ 6.26% |
$681K - $684K
|
126K
$11.5M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
6.85K+ 41.51% |
$626K - $629K
|
23.3K
$2.13M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.83K+ 32.01% |
$624K - $627K
|
28.2K
$2.57M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.72K+ 138.72% |
$614K - $617K
|
11.6K
$1.06M
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.7K+ 20.17% |
$612K - $615K
|
39.9K
$3.64M
|
|
Oct 27, 2023
Q3 2023
|
Acuitas Investments, LLC
|
BUY
|
- |
6.56K+ 88.47% |
$600K - $602K
|
14K
$1.28M
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.54KNew |
$598K - $601K
|
6.54K
$598K
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
6.53K+ 82.52% |
$597K - $600K
|
14.4K
$1.32M
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
6.38K+ 75.59% |
$583K - $586K
|
14.8K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.25KNew |
$572K - $574K
|
6.25K
$571K
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.15K+ 28.09% |
$563K - $565K
|
28.1K
$2.56M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.09K+ 9.58% |
$557K - $560K
|
69.6K
$6.36M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
6.05K+ 13.04% |
$553K - $556K
|
52.5K
$4.79M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.05K+ 168.36% |
$553K - $556K
|
9.64K
$881K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$549K - $551K
|
6K
$548K
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.97KNew |
$545K - $548K
|
5.97K
$545K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.96K+ 5.54% |
$544K - $547K
|
114K
$10.4M
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.93K+ 19.51% |
$542K - $545K
|
36.3K
$3.32M
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.8K+ 58.74% |
$530K - $533K
|
15.7K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.62K+ 3.58% |
$514K - $516K
|
163K
$14.9M
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.61KNew |
$513K - $515K
|
5.61K
$512K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.53K+ 73.71% |
$505K - $508K
|
13K
$1.19M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.51K+ 21.25% |
$504K - $506K
|
31.4K
$2.87M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.51K+ 45.38% |
$503K - $506K
|
17.6K
$1.61M
|