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
|
Secure Asset Management, LLC
|
BUY
|
- |
3.03KNew |
$277K - $278K
|
3.03K
$277K
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.02K+ 35.37% |
$276K - $278K
|
11.6K
$1.06M
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.01KNew |
$276K - $277K
|
3.01K
$275K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3K+ 3.09% |
$274K - $276K
|
100K
$9.14M
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.96K+ 184.92% |
$270K - $271K
|
4.55K
$416K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.86KNew |
$261K - $263K
|
2.86K
$261K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.84K+ 2.92% |
$260K - $261K
|
100K
$9.15M
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.83KNew |
$259K - $260K
|
2.83K
$258K
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.78KNew |
$254K - $255K
|
2.78K
$253K
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.76KNew |
$252K - $253K
|
2.76K
$252K
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.73KNew |
$250K - $251K
|
2.73K
$249K
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.67K+ 2.02% |
$244K - $245K
|
135K
$12.3M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.66K+ 8.61% |
$243K - $244K
|
33.6K
$3.07M
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.64K+ 84.89% |
$241K - $243K
|
5.75K
$525K
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.64KNew |
$241K - $242K
|
2.64K
$241K
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.59K+ 50.32% |
$237K - $238K
|
7.75K
$708K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$237K - $238K
|
2.59K
$236K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.57KNew |
$235K - $236K
|
2.57K
$235K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.56K+ 27.55% |
$234K - $235K
|
11.8K
$1.08M
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.55K+ 43.38% |
$233K - $234K
|
8.43K
$770K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.5KNew |
$229K - $230K
|
2.5K
$229K
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.49KNew |
$228K - $229K
|
2.49K
$228K
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.48K+ 20.88% |
$227K - $228K
|
14.4K
$1.31M
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.41K+ 1.93% |
$220K - $221K
|
127K
$11.6M
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 23.36% |
$217K - $218K
|
12.5K
$1.14M
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
2.34KNew |
$214K - $215K
|
2.34K
$213K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.24KNew |
$205K - $206K
|
2.24K
$205K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.24K+ 16.62% |
$204K - $205K
|
15.7K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.23K+ 2345.26% |
$204K - $205K
|
2.32K
$212K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.23KNew |
$204K - $205K
|
2.23K
$203K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.21KNew |
$202K - $203K
|
2.21K
$201K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.2K+ 41.11% |
$201K - $202K
|
7.54K
$689K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.19KNew |
$200K - $201K
|
2.19K
$200K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.19KNew |
$200K - $201K
|
2.19K
$200K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 59.68% |
$200K - $201K
|
5.85K
$534K
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.1KNew |
$192K - $193K
|
2.1K
$192K
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
2.05K+ 3.49% |
$188K - $188K
|
60.9K
$5.56M
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.04K+ 28.98% |
$187K - $188K
|
9.09K
$830K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2K+ 18.66% |
$183K - $184K
|
12.7K
$1.16M
|
|
Jun 14, 2024
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.9K+ 2.09% |
$174K - $175K
|
92.9K
$8.49M
|
|
Nov 14, 2023
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.9K+ 2.09% |
$174K - $175K
|
92.9K
$8.49M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.88K+ 93.33% |
$172K - $172K
|
3.89K
$355K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.79K+ 1883.16% |
$164K - $164K
|
1.88K
$172K
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.79K+ 7.96% |
$163K - $164K
|
24.2K
$2.21M
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.75K+ 41.64% |
$160K - $161K
|
5.96K
$545K
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.72K+ 4.76% |
$157K - $158K
|
37.8K
$3.45M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.71K+ 36.46% |
$157K - $157K
|
6.42K
$586K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.66K+ 1806.52% |
$152K - $153K
|
1.75K
$160K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.64K+ 20.51% |
$149K - $150K
|
9.61K
$878K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.57K+ 55.97% |
$144K - $144K
|
4.38K
$400K
|