Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
282+ 2.26% |
$25.8K - $25.9K
|
12.7K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
282+ 0.11% |
$25.8K - $25.9K
|
263K
$24M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
275+ 4.55% |
$25.1K - $25.3K
|
6.31K
$577K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
271+ 1.59% |
$24.8K - $24.9K
|
17.3K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
270+ 4.27% |
$24.7K - $24.8K
|
6.59K
$602K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
262+ 0.1% |
$24K - $24.1K
|
271K
$24.8M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
257+ 1.02% |
$23.5K - $23.6K
|
25.5K
$2.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
251+ 9.96% |
$22.9K - $23K
|
2.77K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
250+ 1.44% |
$22.9K - $23K
|
17.7K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
248+ 10.97% |
$22.7K - $22.8K
|
2.51K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
244+ 4.61% |
$22.3K - $22.4K
|
5.53K
$505K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
223+ 9.99% |
$20.4K - $20.5K
|
2.46K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
220+ 628.57% |
$20.1K - $20.2K
|
255
$23.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
212+ 5.24% |
$19.4K - $19.5K
|
4.26K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
210+ 15.48% |
$19.2K - $19.3K
|
1.57K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
205+ 3.59% |
$18.7K - $18.8K
|
5.92K
$541K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
203+ 2.61% |
$18.6K - $18.6K
|
7.98K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 43.57% |
$18.3K - $18.4K
|
659
$60.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
200New |
$18.3K - $18.4K
|
200
$18.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
195New |
$17.8K - $17.9K
|
195
$17.8K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
150New |
$13.7K - $13.8K
|
150
$13.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
150+ 5.82% |
$13.7K - $13.8K
|
2.73K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
141+ 0.09% |
$12.9K - $12.9K
|
166K
$15.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
115+ 1.88% |
$10.5K - $10.6K
|
6.24K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
115+ 4.07% |
$10.5K - $10.6K
|
2.94K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
114+ 3.96% |
$10.4K - $10.5K
|
3K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
108+ 2.62% |
$9.87K - $9.92K
|
4.24K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
108+ 0.43% |
$9.87K - $9.92K
|
25K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
105New |
$9.6K - $9.64K
|
105
$9.59K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
87+ 3.07% |
$7.95K - $7.99K
|
2.93K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 1.3% |
$6.67K - $6.7K
|
5.69K
$520K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
73+ 9.63% |
$6.67K - $6.7K
|
831
$75.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
65+ 1.32% |
$5.94K - $5.97K
|
4.99K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
61New |
$5.58K - $5.6K
|
61
$5.57K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
60+ 1.12% |
$5.49K - $5.51K
|
5.41K
$494K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
58+ 44.27% |
$5.3K - $5.33K
|
189
$17.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
57+ 2.49% |
$5.21K - $5.23K
|
2.34K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
56New |
$5.12K - $5.14K
|
56
$5.12K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
54+ 0.63% |
$4.94K - $4.96K
|
8.57K
$783K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
53+ 0.11% |
$4.85K - $4.87K
|
47.7K
$4.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
50+ 1.43% |
$4.57K - $4.59K
|
3.54K
$323K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
47+ 0.87% |
$4.3K - $4.32K
|
5.46K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
45+ 1.61% |
$4.11K - $4.13K
|
2.84K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
44New |
$4.02K - $4.04K
|
44
$4.02K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
44+ 293.33% |
$4.02K - $4.04K
|
59
$5.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
40+ 0.76% |
$3.66K - $3.67K
|
5.34K
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
34New |
$3.11K - $3.12K
|
34
$3.11K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
30+ 1.21% |
$2.74K - $2.75K
|
2.51K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29+ 6.25% |
$2.65K - $2.66K
|
493
$45K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
26+ 1.33% |
$2.38K - $2.39K
|
1.98K
$181K
|