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 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.69K+ 18.55% |
$154K - $155K
|
10.8K
$989K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.49K+ 224.7% |
$136K - $137K
|
2.16K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.47KNew |
$134K - $135K
|
1.47K
$135K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.47K+ 1.69% |
$134K - $135K
|
88.3K
$8.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.4K+ 18.12% |
$128K - $129K
|
9.13K
$834K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.32K+ 15.7% |
$120K - $121K
|
9.71K
$887K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.28K+ 49.25% |
$117K - $118K
|
3.89K
$356K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.26K+ 50.16% |
$115K - $115K
|
3.76K
$344K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.2KNew |
$109K - $110K
|
1.2K
$110K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.13KNew |
$103K - $104K
|
1.13K
$103K
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.13K+ 0.76% |
$103K - $103K
|
149K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.1K+ 35.3% |
$100K - $101K
|
4.22K
$386K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.05K+ 24.85% |
$96K - $96.6K
|
5.29K
$483K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.04KNew |
$94.8K - $95.4K
|
1.04K
$94.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.04K+ 0.06% |
$94.5K - $95.1K
|
1.76M
$161M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
996New |
$90.9K - $91.5K
|
996
$91K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
891+ 9.99% |
$81.3K - $81.8K
|
9.81K
$896K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
873+ 13.69% |
$79.6K - $80.2K
|
7.25K
$662K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
834+ 11.06% |
$76.1K - $76.6K
|
8.38K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
824+ 6.47% |
$75.2K - $75.7K
|
13.6K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
791+ 42.64% |
$72.2K - $72.6K
|
2.65K
$242K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
769+ 11.24% |
$70.1K - $70.6K
|
7.61K
$695K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
763New |
$69.6K - $70.1K
|
763
$69.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
722+ 14.93% |
$65.9K - $66.3K
|
5.56K
$508K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
690+ 30.98% |
$62.9K - $63.4K
|
2.92K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
658New |
$60K - $60.4K
|
658
$60.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
654New |
$59.7K - $60.1K
|
654
$59.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
650New |
$59.3K - $59.7K
|
650
$59.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
599New |
$54.6K - $55K
|
599
$54.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
537+ 11.79% |
$49K - $49.3K
|
5.09K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
530New |
$48.3K - $48.7K
|
530
$48.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
481+ 107.37% |
$43.9K - $44.2K
|
929
$84.9K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
456+ 4.92% |
$41.6K - $41.9K
|
9.72K
$888K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
451+ 19.31% |
$41.1K - $41.4K
|
2.79K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
425New |
$38.8K - $39K
|
425
$38.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
400+ 1.34% |
$36.5K - $36.7K
|
30.3K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
378+ 10.2% |
$34.5K - $34.7K
|
4.09K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
376+ 10.09% |
$34.3K - $34.5K
|
4.1K
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
375+ 2.34% |
$34.2K - $34.4K
|
16.4K
$1.5M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
371New |
$33.8K - $34.1K
|
371
$33.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
360+ 0.14% |
$32.8K - $33.1K
|
262K
$23.9M
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
360+ 0.14% |
$32.8K - $33.1K
|
262K
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
349+ 13.45% |
$31.8K - $32.1K
|
2.94K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
346New |
$31.6K - $31.8K
|
346
$31.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
328+ 200.0% |
$29.9K - $30.1K
|
492
$45K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
322New |
$29.4K - $29.6K
|
322
$29.4K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
319+ 3.0% |
$29.1K - $29.3K
|
11K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
316+ 11.23% |
$28.8K - $29K
|
3.13K
$286K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
311+ 10.36% |
$28.4K - $28.6K
|
3.31K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
307+ 10.81% |
$28K - $28.2K
|
3.15K
$287K
|