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 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-132K- 79.91% |
$12.1M - $12.1M
|
33.3K
$3.04M
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-136K- 34.59% |
$12.4M - $12.5M
|
256K
$23.4M
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-137K- 33.04% |
$12.5M - $12.6M
|
278K
$25.4M
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-138K- 79.41% |
$12.6M - $12.6M
|
35.7K
$3.26M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-144K- 73.81% |
$13.2M - $13.2M
|
51.2K
$4.68M
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-144K- 90.56% |
$13.2M - $13.3M
|
15K
$1.37M
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-145K- 13.48% |
$13.2M - $13.3M
|
932K
$85.2M
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-146K- 77.12% |
$13.3M - $13.4M
|
43.2K
$3.95M
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-146K- 98.89% |
$13.3M - $13.4M
|
1.64K
$149K
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-152K- 29.89% |
$13.8M - $13.9M
|
356K
$32.5M
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-159K- 93.29% |
$14.5M - $14.6M
|
11.5K
$1.05M
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-161K- 84.05% |
$14.7M - $14.8M
|
30.5K
$2.79M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-180K- 10.8% |
$16.5M - $16.6M
|
1.49M
$136M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-181K- 36.95% |
$16.5M - $16.6M
|
308K
$28.2M
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-183K- 11.69% |
$16.7M - $16.8M
|
1.39M
$127M
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-185K- 56.38% |
$16.8M - $17M
|
143K
$13M
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-188K- 91.73% |
$17.1M - $17.3M
|
16.9K
$1.55M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-192K- 11.47% |
$17.5M - $17.6M
|
1.48M
$135M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-195K- 99.06% |
$17.8M - $17.9M
|
1.84K
$168K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-200K- 69.42% |
$18.2M - $18.4M
|
88K
$8.04M
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-204K- 51.91% |
$18.6M - $18.8M
|
189K
$17.3M
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-209K- 86.81% |
$19.1M - $19.2M
|
31.8K
$2.9M
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-217K- 94.9% |
$19.8M - $19.9M
|
11.7K
$1.07M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-227K- 29.19% |
$20.7M - $20.9M
|
551K
$50.4M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-229K- 28.22% |
$20.9M - $21M
|
582K
$53.2M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-229K- 79.28% |
$20.9M - $21.1M
|
60K
$5.48M
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-236K- 22.1% |
$21.5M - $21.7M
|
832K
$76M
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-266K- 90.94% |
$24.3M - $24.4M
|
26.5K
$2.42M
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-269K- 94.87% |
$24.5M - $24.7M
|
14.5K
$1.33M
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-280K- 51.45% |
$25.5M - $25.7M
|
264K
$24.1M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-281K- 69.95% |
$25.6M - $25.8M
|
121K
$11M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-290K- 32.9% |
$26.5M - $26.7M
|
592K
$54.1M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-296K- 54.41% |
$27M - $27.2M
|
248K
$22.7M
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-305K- 79.43% |
$27.8M - $28M
|
78.9K
$7.21M
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-306K- 14.56% |
$27.9M - $28.1M
|
1.79M
$164M
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-308K- 98.31% |
$28.1M - $28.3M
|
5.28K
$483K
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-313K- 99.1% |
$28.6M - $28.8M
|
2.83K
$259K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-340K- 37.81% |
$31.1M - $31.3M
|
560K
$51.2M
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-343K- 90.25% |
$31.3M - $31.5M
|
37.1K
$3.39M
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-351K- 68.17% |
$32M - $32.3M
|
164K
$15M
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-361K- 46.17% |
$32.9M - $33.1M
|
421K
$38.5M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-361K- 48.33% |
$33M - $33.2M
|
386K
$35.3M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-369K- 7.75% |
$33.6M - $33.9M
|
4.39M
$401M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-389K- 90.7% |
$35.5M - $35.8M
|
39.9K
$3.65M
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-406K- 36.84% |
$37M - $37.2M
|
695K
$63.5M
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-417K- 79.81% |
$38M - $38.3M
|
105K
$9.63M
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-435K- 77.2% |
$39.7M - $40M
|
129K
$11.7M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-449K- 56.87% |
$40.9M - $41.2M
|
340K
$31.1M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-483K- 72.3% |
$44M - $44.3M
|
185K
$16.9M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-516K- 50.7% |
$47.1M - $47.4M
|
502K
$45.9M
|