Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 1.36% |
$456 - $459
|
374
$34.2K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5New |
$456 - $459
|
5
$457
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$274 - $276
|
3
$274
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2+ 0.03% |
$182 - $184
|
5.74K
$524K
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2+ 0.06% |
$182 - $184
|
3.24K
$296K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.05% |
$91.2 - $91.8
|
2.19K
$200K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1- 0.05% |
$91.2 - $91.8
|
2.1K
$192K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-15- 0.69% |
$1.37K - $1.38K
|
2.17K
$198K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-17- 4.72% |
$1.55K - $1.56K
|
343
$31.3K
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-30- 0.26% |
$2.74K - $2.76K
|
11.3K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-46- 63.89% |
$4.2K - $4.22K
|
26
$2.38K
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-53- 0.02% |
$4.83K - $4.87K
|
297K
$27.1M
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-55- 1.39% |
$5.02K - $5.05K
|
3.91K
$357K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-67- 0.22% |
$6.11K - $6.15K
|
29.8K
$2.72M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-68- 2.25% |
$6.2K - $6.25K
|
2.96K
$270K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-69- 52.27% |
$6.29K - $6.34K
|
63
$5.76K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-70- 2.4% |
$6.39K - $6.43K
|
2.85K
$260K
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-75- 27.27% |
$6.84K - $6.89K
|
200
$18.3K
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-78- 3.42% |
$7.12K - $7.16K
|
2.21K
$202K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-81- 3.22% |
$7.39K - $7.44K
|
2.43K
$222K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-89- 6.05% |
$8.12K - $8.17K
|
1.38K
$126K
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-90- 3.16% |
$8.21K - $8.27K
|
2.76K
$252K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-90- 11.98% |
$8.21K - $8.27K
|
661
$60.4K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-91- 1.89% |
$8.3K - $8.36K
|
4.72K
$432K
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-97- 1.15% |
$8.85K - $8.91K
|
8.35K
$763K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-98- 1.84% |
$8.94K - $9K
|
5.23K
$478K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-120- 3.45% |
$10.9K - $11K
|
3.36K
$307K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-122- 4.3% |
$11.1K - $11.2K
|
2.72K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-123- 2.82% |
$11.2K - $11.3K
|
4.24K
$388K
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-130- 0.72% |
$11.9K - $11.9K
|
17.8K
$1.63M
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-150- 6.38% |
$13.7K - $13.8K
|
2.2K
$201K
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-161- 5.74% |
$14.7K - $14.8K
|
2.65K
$242K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-175- 1.88% |
$16K - $16.1K
|
9.14K
$835K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-188- 17.38% |
$17.1K - $17.3K
|
894
$81.7K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-191- 5.71% |
$17.4K - $17.5K
|
3.16K
$288K
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-209- 2.65% |
$19.1K - $19.2K
|
7.69K
$702K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-215- 1.73% |
$19.6K - $19.7K
|
12.2K
$1.12M
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-227- 6.72% |
$20.7K - $20.8K
|
3.15K
$288K
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-228- 5.6% |
$20.8K - $20.9K
|
3.85K
$351K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-239- 59.01% |
$21.8K - $21.9K
|
166
$15.2K
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-242- 8.44% |
$22.1K - $22.2K
|
2.63K
$240K
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-280- 10.16% |
$25.5K - $25.7K
|
2.48K
$226K
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-283- 9.39% |
$25.8K - $26K
|
2.73K
$249K
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-304- 3.36% |
$27.7K - $27.9K
|
8.74K
$799K
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
SELL
|
- |
-305- 11.44% |
$27.8K - $28K
|
2.36K
$216K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-314- 97.52% |
$28.6K - $28.8K
|
8
$731
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-336- 0.56% |
$30.6K - $30.9K
|
59.2K
$5.4M
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-357- 5.61% |
$32.6K - $32.8K
|
6.01K
$549K
|