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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
58.3K+ 13.61% |
$5.32M - $5.35M
|
487K
$44.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57.7K+ 64.38% |
$5.26M - $5.3M
|
147K
$13.5M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
57.4KNew |
$5.24M - $5.27M
|
57.4K
$5.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
56.9K+ 29.25% |
$5.19M - $5.23M
|
251K
$23M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
56.5KNew |
$5.15M - $5.19M
|
56.5K
$5.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
56.4K+ 90.97% |
$5.14M - $5.18M
|
118K
$10.8M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
56.4K+ 90.97% |
$5.14M - $5.18M
|
118K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
56.1KNew |
$5.12M - $5.16M
|
56.1K
$5.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
55.4K+ 106.88% |
$5.05M - $5.09M
|
107K
$9.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
55.1K+ 2925.48% |
$5.03M - $5.06M
|
57K
$5.21M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
54.2K+ 102.38% |
$4.95M - $4.98M
|
107K
$9.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
52.8K+ 83.09% |
$4.82M - $4.85M
|
116K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.6KNew |
$4.71M - $4.74M
|
51.6K
$4.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
51.5K+ 31.99% |
$4.7M - $4.73M
|
213K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
50.7K+ 87.41% |
$4.63M - $4.66M
|
109K
$9.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
50.4K+ 464.14% |
$4.6M - $4.63M
|
61.3K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
49.4KNew |
$4.51M - $4.54M
|
49.4K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
49.2K+ 524.32% |
$4.49M - $4.52M
|
58.6K
$5.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
49KNew |
$4.47M - $4.5M
|
49K
$4.48M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
48.8K+ 322.81% |
$4.46M - $4.49M
|
64K
$5.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
47.8K+ 14233.63% |
$4.36M - $4.39M
|
48.2K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
46.7K+ 289.98% |
$4.26M - $4.29M
|
62.9K
$5.74M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.7K+ 593.11% |
$4.26M - $4.29M
|
54.6K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
45.9K+ 11.11% |
$4.19M - $4.22M
|
459K
$42M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
45.3K+ 99.82% |
$4.13M - $4.16M
|
90.6K
$8.28M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
44.9K+ 294.08% |
$4.09M - $4.12M
|
60.1K
$5.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
44.4K+ 299.53% |
$4.05M - $4.07M
|
59.2K
$5.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
43.8KNew |
$4M - $4.02M
|
43.8K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.8K+ 12.75% |
$4M - $4.02M
|
387K
$35.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
43.4K+ 908.72% |
$3.96M - $3.98M
|
48.1K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
42.7K+ 19.94% |
$3.9M - $3.92M
|
257K
$23.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
41.6K+ 46.86% |
$3.8M - $3.82M
|
130K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
41.1KNew |
$3.75M - $3.77M
|
41.1K
$3.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
41KNew |
$3.74M - $3.76M
|
41K
$3.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
40.8KNew |
$3.72M - $3.75M
|
40.8K
$3.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
40KNew |
$3.65M - $3.68M
|
40K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
38.9KNew |
$3.54M - $3.57M
|
38.9K
$3.55M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
38.5K+ 642250.0% |
$3.52M - $3.54M
|
38.5K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
38.1KNew |
$3.47M - $3.5M
|
38.1K
$3.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
36.7K+ 151.47% |
$3.35M - $3.37M
|
60.9K
$5.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
35.5K+ 34.73% |
$3.24M - $3.26M
|
138K
$12.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
35K+ 61.44% |
$3.2M - $3.22M
|
92.1K
$8.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
34.6KNew |
$3.15M - $3.18M
|
34.6K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 55.44% |
$3.14M - $3.16M
|
96.4K
$8.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
34.3K+ 33.32% |
$3.13M - $3.15M
|
137K
$12.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
33.7KNew |
$3.07M - $3.09M
|
33.7K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
33.3K+ 81.76% |
$3.04M - $3.06M
|
74.1K
$6.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
32.3K+ 675.38% |
$2.94M - $2.96M
|
37K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
32KNew |
$2.92M - $2.94M
|
32K
$2.92M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.9KNew |
$2.91M - $2.93M
|
31.9K
$2.91M
|