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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.74K+ 4.25% |
$159K - $159K
|
42.6K
$3.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.71K+ 14.62% |
$156K - $157K
|
13.4K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.67K+ 2.46% |
$152K - $153K
|
69.4K
$6.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.6K+ 3.91% |
$146K - $147K
|
42.6K
$3.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.59K+ 581.75% |
$146K - $146K
|
1.87K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 3.49% |
$146K - $146K
|
47.2K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.58K+ 39.35% |
$144K - $145K
|
5.6K
$511K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 9.95% |
$142K - $143K
|
17.2K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.52K+ 0.99% |
$139K - $140K
|
155K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.52K+ 13.87% |
$139K - $139K
|
12.5K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.49K+ 3.37% |
$136K - $136K
|
45.6K
$4.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.43K+ 3.26% |
$131K - $132K
|
45.4K
$4.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.43K+ 24.38% |
$131K - $131K
|
7.3K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.4K+ 9.5% |
$128K - $128K
|
16.1K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 42.26% |
$127K - $128K
|
4.69K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.38K+ 9.88% |
$126K - $127K
|
15.3K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.34KNew |
$122K - $123K
|
1.34K
$122K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.31K+ 11.7% |
$119K - $120K
|
12.5K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.28K+ 30.44% |
$117K - $118K
|
5.5K
$502K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.28K+ 43.31% |
$117K - $117K
|
4.22K
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1.27K+ 10.23% |
$116K - $117K
|
13.7K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$116K - $117K
|
1.27K
$116K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.26K+ 7.87% |
$115K - $116K
|
17.3K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.24K+ 7.19% |
$113K - $114K
|
18.5K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 8.83% |
$113K - $113K
|
15.2K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.23K+ 0.34% |
$112K - $113K
|
366K
$33.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.23K+ 4.8% |
$112K - $113K
|
26.8K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.2K+ 33.1% |
$110K - $110K
|
4.82K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.2K+ 8.52% |
$109K - $110K
|
15.2K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
BUY
|
- |
1.18KNew |
$107K - $108K
|
1.18K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.17K+ 1.93% |
$107K - $108K
|
61.8K
$5.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.16K+ 4.62% |
$106K - $107K
|
26.3K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.12K+ 102.75% |
$102K - $103K
|
2.21K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 1.46% |
$101K - $101K
|
76.4K
$6.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.1K+ 22.0% |
$101K - $101K
|
6.1K
$557K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.09KNew |
$100K - $100K
|
1.09K
$99.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.09K+ 40.02% |
$99.9K - $100K
|
3.82K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.07KNew |
$97.6K - $98.1K
|
1.07K
$97.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.06K+ 2.18% |
$96.8K - $97.2K
|
49.7K
$4.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.05K+ 1.24% |
$96K - $96.4K
|
85.6K
$7.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.05K+ 1.57% |
$95.6K - $96K
|
67.8K
$6.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$91.4K - $91.8K
|
1K
$91.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
964+ 14.96% |
$88.1K - $88.5K
|
7.41K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
866+ 0.46% |
$79.2K - $79.5K
|
190K
$17.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
862+ 39.34% |
$78.8K - $79.1K
|
3.05K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
812+ 1.59% |
$74.2K - $74.6K
|
51.9K
$4.74M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
798+ 24.28% |
$73K - $73.3K
|
4.08K
$373K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
796+ 16.03% |
$72.8K - $73.1K
|
5.76K
$526K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
789+ 83.14% |
$72.1K - $72.4K
|
1.74K
$159K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
774+ 60.09% |
$70.8K - $71.1K
|
2.06K
$188K
|