Latest Institutional Transactions on Spdr Bloomberg 1 3 Month T Bil (BIL)
This table provides information on the latest institutional transactions involving Spdr Bloomberg 1 3 Month T Bil (BIL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-357K- 58.8% |
$32.6M - $32.7M
|
250K
$22.9M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
109K+ 200.16% |
$10M - $10M
|
164K
$15.1M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.59K- 9.62% |
$328K - $330K
|
33.7K
$3.1M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.67K+ 43.91% |
$152K - $153K
|
5.46K
$501K
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.01K- 11.12% |
$91.9K - $92.3K
|
8.03K
$737K
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.03K+ 8.48% |
$94.1K - $94.6K
|
13.2K
$1.21M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
112K+ 36.31% |
$10.2M - $10.3M
|
420K
$38.5M
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-643K- 99.66% |
$58.8M - $59M
|
2.21K
$202K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.5K- 28.03% |
$228K - $229K
|
6.41K
$588K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7.07K- 32.43% |
$646K - $649K
|
14.7K
$1.35M
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.54K- 4.29% |
$140K - $141K
|
34.3K
$3.14M
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
25.9K+ 63.24% |
$2.37M - $2.38M
|
66.9K
$6.14M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.29M- 44.7% |
$210M - $210M
|
2.84M
$260M
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
946+ 2.6% |
$86.5K - $86.8K
|
37.3K
$3.42M
|
|
May 10, 2024
Q1 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-1.43K- 0.91% |
$131K - $132K
|
156K
$14.3M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-37.9K- 0.62% |
$3.46M - $3.48M
|
6.08M
$558M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-645- 1.36% |
$59K - $59.2K
|
46.6K
$4.28M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.58K+ 37.42% |
$784K - $787K
|
31.5K
$2.89M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
220K+ 25.2% |
$20.1M - $20.2M
|
1.09M
$100M
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
807+ 28.35% |
$73.8K - $74.1K
|
3.65K
$335K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-80.3K- 16.97% |
$7.34M - $7.37M
|
393K
$36.1M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.43K+ 52.91% |
$222K - $223K
|
7.02K
$644K
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-18.8K- 6.0% |
$1.72M - $1.72M
|
294K
$27M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.37K+ 1.27% |
$125K - $125K
|
109K
$9.97M
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-71.5K- 26.38% |
$6.53M - $6.56M
|
199K
$18.3M
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.5K- 32.92% |
$1.15M - $1.15M
|
25.5K
$2.34M
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
10.9K+ 64.59% |
$1M - $1M
|
27.9K
$2.56M
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.09KNew |
$465K - $467K
|
5.09K
$467K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
183KNew |
$16.7M - $16.8M
|
183K
$16.8M
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
464New |
$42.4K - $42.6K
|
464
$42.6K
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-655- 13.34% |
$59.9K - $60.1K
|
4.25K
$390K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$274 - $275
|
3
$275
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
1.35K+ 43.97% |
$124K - $124K
|
4.43K
$406K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
21.6K+ 17.89% |
$1.97M - $1.98M
|
142K
$13M
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-342K- 49.24% |
$31.3M - $31.4M
|
353K
$32.4M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.2K- 25.34% |
$2.03M - $2.04M
|
65.5K
$6.01M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.89K+ 11.13% |
$173K - $174K
|
18.9K
$1.74M
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.37K+ 7.17% |
$491K - $493K
|
80.3K
$7.37M
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-390- 14.8% |
$35.6K - $35.8K
|
2.25K
$206K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
575+ 14.08% |
$52.6K - $52.8K
|
4.66K
$428K
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-12.5K- 15.96% |
$1.14M - $1.14M
|
65.7K
$6.03M
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
SELL
|
- |
-92.2K- 89.44% |
$8.43M - $8.46M
|
10.9K
$999K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 30.53% |
$219K - $220K
|
5.46K
$501K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.16K+ 18.73% |
$197K - $198K
|
13.7K
$1.26M
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.85K- 54.02% |
$443K - $445K
|
4.13K
$379K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
349+ 9.7% |
$31.9K - $32K
|
3.95K
$362K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-161K- 56.94% |
$14.7M - $14.7M
|
121K
$11.1M
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
277KNew |
$25.3M - $25.4M
|
277K
$25.4M
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.49K+ 40.06% |
$410K - $412K
|
15.7K
$1.44M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
9.84K+ 80.62% |
$899K - $903K
|
22K
$2.02M
|