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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.55K+ 52.93% |
$142K - $143K
|
4.49K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.55K+ 70.45% |
$142K - $142K
|
3.75K
$343K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.51K+ 32.75% |
$138K - $139K
|
6.13K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.48K+ 13.13% |
$135K - $136K
|
12.8K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.35K+ 57.09% |
$124K - $124K
|
3.72K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.32K+ 2.33% |
$120K - $121K
|
58K
$5.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.3K+ 3.4% |
$119K - $119K
|
39.5K
$3.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.21K+ 33.72% |
$111K - $112K
|
4.81K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.21K+ 42.11% |
$110K - $111K
|
4.07K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.19K+ 16.14% |
$109K - $109K
|
8.55K
$781K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.18K+ 15.38% |
$108K - $109K
|
8.88K
$811K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.18K+ 7.06% |
$108K - $108K
|
17.9K
$1.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 53.69% |
$108K - $108K
|
3.38K
$309K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.18K+ 14700.0% |
$108K - $108K
|
1.18K
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.16K+ 4.21% |
$106K - $107K
|
28.8K
$2.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.13K+ 42.67% |
$103K - $104K
|
3.79K
$346K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.07K+ 23.09% |
$97.6K - $98.1K
|
5.69K
$520K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.04K+ 15.45% |
$95.1K - $95.5K
|
7.77K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.03K+ 27.95% |
$93.8K - $94.2K
|
4.7K
$429K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
1.02K+ 0.36% |
$93.4K - $93.8K
|
288K
$26.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.02K+ 2034.0% |
$93K - $93.4K
|
1.07K
$97.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
951+ 0.21% |
$86.9K - $87.4K
|
460K
$42M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
920+ 38.88% |
$84.1K - $84.5K
|
3.29K
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
915+ 8.83% |
$83.7K - $84.1K
|
11.3K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
895+ 1.14% |
$81.8K - $82.2K
|
79.6K
$7.28M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
869+ 18.38% |
$79.5K - $79.8K
|
5.6K
$511K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
800New |
$73.1K - $73.5K
|
800
$73.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
768New |
$70.2K - $70.5K
|
768
$70.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
763+ 18.73% |
$69.8K - $70.1K
|
4.84K
$442K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
759+ 14.4% |
$69.4K - $69.7K
|
6.03K
$551K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
758+ 14.49% |
$69.3K - $69.6K
|
5.99K
$547K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
756+ 1.31% |
$69.1K - $69.4K
|
58.6K
$5.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
756+ 2.15% |
$69.1K - $69.4K
|
36K
$3.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
747+ 2.0% |
$68.3K - $68.6K
|
38.2K
$3.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
690+ 10.5% |
$63.1K - $63.4K
|
7.26K
$663K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
683+ 0.78% |
$62.4K - $62.7K
|
88K
$8.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
641+ 15.62% |
$58.6K - $58.9K
|
4.74K
$433K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
635+ 11.62% |
$58.1K - $58.3K
|
6.1K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
596+ 4.96% |
$54.5K - $54.7K
|
12.6K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
579+ 14.77% |
$52.9K - $53.2K
|
4.5K
$411K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
567+ 2.18% |
$51.8K - $52.1K
|
26.6K
$2.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
550+ 47.83% |
$50.3K - $50.5K
|
1.7K
$155K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
537+ 19.67% |
$49.1K - $49.3K
|
3.27K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
532+ 150.28% |
$48.6K - $48.9K
|
886
$80.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
494+ 21.98% |
$45.2K - $45.4K
|
2.74K
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
489+ 6.68% |
$44.7K - $44.9K
|
7.81K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
463+ 4.05% |
$42.3K - $42.5K
|
11.9K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
450+ 2.31% |
$41.1K - $41.3K
|
19.9K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
442+ 0.81% |
$40.4K - $40.6K
|
55.1K
$5.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
423+ 11.06% |
$38.7K - $38.9K
|
4.25K
$388K
|