Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.5K- 19.14% |
$137K - $137K
|
6.33K
$578K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.81K- 20.38% |
$165K - $166K
|
7.07K
$646K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.01K- 15.65% |
$183K - $184K
|
10.8K
$989K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.13K- 28.36% |
$194K - $195K
|
5.37K
$491K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.2K- 76.66% |
$201K - $202K
|
670
$61.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.21K- 96.04% |
$202K - $202K
|
91
$8.31K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.23K- 16.2% |
$204K - $204K
|
11.5K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-2.3K- 4.9% |
$210K - $211K
|
44.6K
$4.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.37K- 25.11% |
$217K - $218K
|
7.08K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.48K- 14.3% |
$227K - $228K
|
14.9K
$1.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-2.49K- 12.03% |
$227K - $228K
|
18.2K
$1.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.65K- 0.13% |
$242K - $243K
|
2.09M
$191M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.73K- 50.21% |
$250K - $251K
|
2.71K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.83K- 49.03% |
$259K - $260K
|
2.94K
$269K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.97K- 29.25% |
$272K - $273K
|
7.19K
$657K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.07K- 8.57% |
$280K - $282K
|
32.8K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.1K- 2.27% |
$283K - $284K
|
133K
$12.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.21K- 25.76% |
$293K - $294K
|
9.25K
$845K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.42K- 57.5% |
$312K - $313K
|
2.53K
$231K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.66KClosed |
$334K - $335K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.81K- 5.13% |
$348K - $349K
|
70.4K
$6.44M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.97K- 46.23% |
$363K - $364K
|
4.62K
$422K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.29K- 6.12% |
$392K - $393K
|
65.9K
$6.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.43K- 57.35% |
$405K - $406K
|
3.3K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.44K- 7.24% |
$406K - $407K
|
56.9K
$5.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.71K- 24.78% |
$430K - $431K
|
14.3K
$1.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.8K- 39.99% |
$439K - $440K
|
7.21K
$659K
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-5.09K- 27.85% |
$465K - $467K
|
13.2K
$1.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.78K- 2.49% |
$528K - $530K
|
226K
$20.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.84K- 69.85% |
$533K - $535K
|
2.52K
$230K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.9K- 0.5% |
$539K - $541K
|
1.18M
$108M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-6.04K- 17.83% |
$552K - $554K
|
27.8K
$2.54M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6.05K- 57.28% |
$553K - $555K
|
4.52K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.08K- 7.6% |
$555K - $557K
|
73.9K
$6.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.17K- 60.95% |
$564K - $566K
|
3.95K
$361K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.35K- 7.72% |
$580K - $582K
|
75.8K
$6.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-6.54K- 6.15% |
$597K - $599K
|
99.7K
$9.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.91K- 28.41% |
$631K - $633K
|
17.4K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.94K- 6.44% |
$634K - $636K
|
101K
$9.21M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7.01K- 66.38% |
$640K - $642K
|
3.55K
$324K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.01K- 45.29% |
$640K - $643K
|
8.47K
$774K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-7.17K- 49.65% |
$655K - $657K
|
7.27K
$664K
|
|
|
Jan 10, 2023
Q4 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-7.35K- 4.43% |
$671K - $674K
|
159K
$14.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-7.7K- 36.54% |
$703K - $706K
|
13.4K
$1.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.83K- 8.14% |
$807K - $810K
|
99.7K
$9.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.86K- 11.63% |
$809K - $812K
|
67.3K
$6.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.32K- 60.38% |
$851K - $854K
|
6.11K
$559K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.38K- 43.64% |
$857K - $860K
|
12.1K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.5K- 1.25% |
$868K - $871K
|
751K
$68.7M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.94K- 57.16% |
$908K - $911K
|
7.45K
$681K
|