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 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.94KNew |
$268K - $270K
|
2.94K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.91K+ 37.41% |
$265K - $267K
|
10.7K
$976K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.89K+ 326.07% |
$264K - $265K
|
3.78K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.86KNew |
$260K - $262K
|
2.86K
$261K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.83KNew |
$258K - $260K
|
2.83K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.82K+ 1.74% |
$257K - $259K
|
165K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.77KNew |
$253K - $255K
|
2.77K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.77KNew |
$253K - $254K
|
2.77K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.76KNew |
$252K - $253K
|
2.76K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.74KNew |
$250K - $252K
|
2.74K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.74KNew |
$250K - $251K
|
2.74K
$250K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.71KNew |
$248K - $249K
|
2.71K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.71KNew |
$247K - $249K
|
2.71K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
2.63KNew |
$240K - $241K
|
2.63K
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.63K+ 70.48% |
$240K - $241K
|
6.36K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$239K - $241K
|
2.62K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.62K+ 119.83% |
$239K - $240K
|
4.8K
$439K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.6KNew |
$237K - $239K
|
2.6K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.59KNew |
$236K - $237K
|
2.59K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.57K+ 59.95% |
$234K - $236K
|
6.85K
$626K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$229K - $230K
|
2.51K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.49K+ 86.92% |
$227K - $228K
|
5.35K
$488K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.47K+ 10.79% |
$226K - $227K
|
25.4K
$2.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.43KNew |
$221K - $223K
|
2.43K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.41KNew |
$220K - $222K
|
2.41K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.41KNew |
$219K - $221K
|
2.41K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
2.4KNew |
$219K - $221K
|
2.4K
$219K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
2.38KNew |
$217K - $219K
|
2.38K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.36KNew |
$216K - $217K
|
2.36K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.35KNew |
$215K - $216K
|
2.35K
$215K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.35KNew |
$214K - $215K
|
2.35K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.34KNew |
$214K - $215K
|
2.34K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32KNew |
$211K - $213K
|
2.32K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.31KNew |
$211K - $212K
|
2.31K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.3K+ 35.33% |
$210K - $211K
|
8.8K
$804K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.27KNew |
$207K - $209K
|
2.27K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.26KNew |
$206K - $207K
|
2.26K
$206K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.25K+ 451.71% |
$205K - $206K
|
2.74K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2.23K+ 6.44% |
$204K - $205K
|
36.9K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.2KNew |
$201K - $202K
|
2.2K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.2KNew |
$201K - $202K
|
2.2K
$201K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.13K+ 19.72% |
$194K - $196K
|
12.9K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.11K+ 8.23% |
$193K - $194K
|
27.8K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.1K+ 75.68% |
$192K - $193K
|
4.88K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 22.9% |
$185K - $187K
|
10.9K
$997K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.01K+ 2.91% |
$184K - $185K
|
71.2K
$6.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.93K+ 2.29% |
$176K - $178K
|
86.2K
$7.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.82K+ 43.15% |
$166K - $167K
|
6.02K
$550K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.79K+ 695.33% |
$163K - $164K
|
2.04K
$187K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.75K+ 16.22% |
$160K - $161K
|
12.5K
$1.15M
|