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 |
|---|---|---|---|---|---|---|---|
|
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
$734
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-336- 0.56% |
$30.6K - $30.9K
|
59.2K
$5.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-357- 5.61% |
$32.6K - $32.8K
|
6.01K
$551K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-358- 10.96% |
$32.7K - $32.9K
|
2.91K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-387- 5.67% |
$35.3K - $35.5K
|
6.43K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-390- 3.37% |
$35.6K - $35.8K
|
11.2K
$1.03M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-412- 4.84% |
$37.6K - $37.8K
|
8.1K
$743K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-421- 0.57% |
$38.4K - $38.7K
|
73.7K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-425- 3.26% |
$38.8K - $39K
|
12.6K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-431- 11.82% |
$39.3K - $39.6K
|
3.22K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-436- 9.39% |
$39.8K - $40K
|
4.21K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-442- 0.8% |
$40.3K - $40.6K
|
54.7K
$5.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-454- 10.09% |
$41.4K - $41.7K
|
4.04K
$371K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-459- 2.82% |
$41.9K - $42.2K
|
15.8K
$1.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-459- 3.73% |
$41.9K - $42.2K
|
11.8K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-460- 28.13% |
$42K - $42.2K
|
1.18K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-464- 4.92% |
$42.3K - $42.6K
|
8.97K
$823K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-466- 8.94% |
$42.5K - $42.8K
|
4.75K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-466- 0.46% |
$42.5K - $42.8K
|
100K
$9.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-476- 3.79% |
$43.4K - $43.7K
|
12.1K
$1.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-506- 0.7% |
$46.2K - $46.5K
|
72.2K
$6.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-527- 7.18% |
$48.1K - $48.4K
|
6.81K
$625K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-527- 14.05% |
$48.1K - $48.4K
|
3.22K
$296K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-570- 0.5% |
$52K - $52.3K
|
114K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-599- 16.09% |
$54.6K - $55K
|
3.12K
$287K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-635- 2.82% |
$57.9K - $58.3K
|
21.9K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-669- 4.92% |
$61K - $61.4K
|
12.9K
$1.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-682- 2.08% |
$62.2K - $62.6K
|
32K
$2.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-685- 1.72% |
$62.5K - $62.9K
|
39.2K
$3.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-690- 64.49% |
$62.9K - $63.4K
|
380
$34.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-715- 2.9% |
$65.2K - $65.7K
|
23.9K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-717- 7.46% |
$65.4K - $65.8K
|
8.89K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-731- 7.07% |
$66.7K - $67.1K
|
9.6K
$881K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-741- 21.98% |
$67.6K - $68.1K
|
2.63K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-750- 7.95% |
$68.4K - $68.9K
|
8.68K
$796K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-787- 2.96% |
$71.8K - $72.3K
|
25.8K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-787- 1.29% |
$71.8K - $72.3K
|
60.3K
$5.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-804- 1.98% |
$73.3K - $73.8K
|
39.9K
$3.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-821- 0.64% |
$74.9K - $75.4K
|
127K
$11.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-837- 7.83% |
$76.4K - $76.9K
|
9.86K
$904K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-895- 23.03% |
$81.6K - $82.2K
|
2.99K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-930- 27.49% |
$84.8K - $85.4K
|
2.45K
$225K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-955- 16.02% |
$87.1K - $87.7K
|
5.01K
$459K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-981- 94.42% |
$89.5K - $90.1K
|
58
$5.32K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-986- 8.09% |
$89.9K - $90.6K
|
11.2K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-990- 15.95% |
$90.3K - $90.9K
|
5.22K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-997- 4.35% |
$90.9K - $91.6K
|
21.9K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.02K- 86.23% |
$93.1K - $93.8K
|
163
$15K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.03K- 2.62% |
$94K - $94.6K
|
38.3K
$3.51M
|