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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
9.58KNew |
$875K - $878K
|
9.58K
$875K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
9.57K+ 40.02% |
$874K - $877K
|
33.5K
$3.06M
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9.57K+ 3.64% |
$874K - $877K
|
273K
$24.9M
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.35KNew |
$854K - $857K
|
9.35K
$854K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
9.34K+ 179.93% |
$853K - $857K
|
14.5K
$1.33M
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
9.27K+ 69.13% |
$847K - $850K
|
22.7K
$2.07M
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
9.25KNew |
$844K - $847K
|
9.25K
$845K
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
8.96KNew |
$818K - $821K
|
8.96K
$819K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
8.96K+ 13.33% |
$818K - $821K
|
76.2K
$6.96M
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
8.9K+ 94.88% |
$813K - $816K
|
18.3K
$1.67M
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
8.8K+ 23.74% |
$804K - $807K
|
45.9K
$4.19M
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
8.53KNew |
$779K - $782K
|
8.53K
$780K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.51K+ 169.67% |
$777K - $780K
|
13.5K
$1.24M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.22K+ 311.91% |
$751K - $754K
|
10.9K
$992K
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7.85KNew |
$717K - $720K
|
7.85K
$717K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.83KNew |
$715K - $718K
|
7.83K
$715K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
7.82KNew |
$714K - $717K
|
7.82K
$715K
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.8KNew |
$713K - $715K
|
7.8K
$713K
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.71K+ 133.02% |
$704K - $706K
|
13.5K
$1.23M
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.68KNew |
$701K - $704K
|
7.68K
$701K
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
7.46KNew |
$681K - $684K
|
7.46K
$681K
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
7.37KNew |
$673K - $676K
|
7.37K
$673K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.34KNew |
$671K - $673K
|
7.34K
$671K
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
7.3K+ 148.24% |
$667K - $669K
|
12.2K
$1.12M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.28K+ 5.39% |
$665K - $667K
|
142K
$13M
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7.24K+ 34.47% |
$661K - $664K
|
28.2K
$2.58M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.23K+ 11.54% |
$660K - $663K
|
69.9K
$6.38M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.22KNew |
$659K - $661K
|
7.22K
$659K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.18KNew |
$655K - $658K
|
7.18K
$656K
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
7.15K+ 15.08% |
$653K - $656K
|
54.6K
$4.99M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.1KNew |
$649K - $651K
|
7.1K
$649K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.97KNew |
$637K - $639K
|
6.97K
$637K
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.88K+ 126.28% |
$629K - $631K
|
12.3K
$1.13M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.74K+ 726.97% |
$615K - $618K
|
7.67K
$700K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
6.7K+ 202.57% |
$612K - $614K
|
10K
$914K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.69K+ 20.91% |
$611K - $613K
|
38.7K
$3.53M
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
6.66K+ 60.7% |
$608K - $611K
|
17.6K
$1.61M
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.61K+ 32.02% |
$603K - $605K
|
27.2K
$2.49M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.59K+ 47.34% |
$602K - $604K
|
20.5K
$1.87M
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6.58K+ 38.89% |
$601K - $603K
|
23.5K
$2.15M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.53KNew |
$596K - $599K
|
6.53K
$597K
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.45KNew |
$589K - $591K
|
6.45K
$589K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.41K+ 21.19% |
$586K - $588K
|
36.7K
$3.35M
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6.31KNew |
$576K - $578K
|
6.31K
$576K
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.14K+ 16.13% |
$561K - $563K
|
44.2K
$4.04M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6.11KNew |
$558K - $560K
|
6.11K
$558K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.93KNew |
$541K - $543K
|
5.93K
$541K
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.91KNew |
$540K - $542K
|
5.91K
$540K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.68K+ 13.06% |
$518K - $520K
|
49.1K
$4.49M
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.62KNew |
$513K - $515K
|
5.62K
$514K
|