Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-84.3K- 46.93% |
$7.7M - $7.74M
|
95.3K
$8.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-86.5K- 92.37% |
$7.91M - $7.95M
|
7.15K
$653K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-92.6K- 51.8% |
$8.46M - $8.5M
|
86.1K
$7.87M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-93.4K- 25.43% |
$8.54M - $8.58M
|
274K
$25M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-93.8K- 91.37% |
$8.58M - $8.62M
|
8.86K
$810K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-98.8K- 96.86% |
$9.03M - $9.07M
|
3.2K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-105K- 50.7% |
$9.61M - $9.65M
|
102K
$9.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-126K- 77.55% |
$11.5M - $11.6M
|
36.4K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-138K- 18.99% |
$12.6M - $12.7M
|
588K
$53.7M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-143K- 70.24% |
$13.1M - $13.1M
|
60.6K
$5.53M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-143K- 67.88% |
$13.1M - $13.1M
|
67.7K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-156K- 45.62% |
$14.3M - $14.3M
|
186K
$17M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-175K- 70.55% |
$16M - $16.1M
|
73.1K
$6.68M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-182K- 8.58% |
$16.6M - $16.7M
|
1.93M
$177M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-183K- 98.6% |
$16.7M - $16.8M
|
2.59K
$237K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-190K- 87.86% |
$17.4M - $17.5M
|
26.3K
$2.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-191K- 95.28% |
$17.4M - $17.5M
|
9.44K
$863K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-213K- 78.82% |
$19.4M - $19.5M
|
57.2K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-245K- 93.89% |
$22.4M - $22.5M
|
16K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-252K- 3.23% |
$23M - $23.1M
|
7.56M
$690M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-268K- 15.55% |
$24.5M - $24.7M
|
1.46M
$133M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-279K- 48.63% |
$25.5M - $25.6M
|
295K
$27M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-279K- 96.61% |
$25.5M - $25.7M
|
9.79K
$895K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-287K- 88.77% |
$26.2M - $26.4M
|
36.3K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-289K- 66.19% |
$26.4M - $26.6M
|
148K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-291K- 81.58% |
$26.6M - $26.8M
|
65.8K
$6.01M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-355K- 62.11% |
$32.4M - $32.6M
|
216K
$19.8M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-393K- 98.01% |
$35.9M - $36.1M
|
7.95K
$727K
|
|
|
May 15, 2023
Q1 2023
|
12th Street Asset Management Company, LLC
Nashville, TN |
SELL
|
- |
-393K- 57.15% |
$35.9M - $36.1M
|
295K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-410K- 46.01% |
$37.4M - $37.6M
|
481K
$43.9M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-411K- 61.57% |
$37.5M - $37.7M
|
256K
$23.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-449K- 17.9% |
$41.1M - $41.3M
|
2.06M
$188M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-464K- 98.2% |
$42.4M - $42.6M
|
8.5K
$777K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-565K- 48.26% |
$51.6M - $51.9M
|
606K
$55.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-617K- 98.34% |
$56.4M - $56.7M
|
10.4K
$950K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-644K- 98.91% |
$58.9M - $59.2M
|
7.1K
$648K
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-728K- 90.11% |
$66.5M - $66.8M
|
79.8K
$7.29M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-782K- 99.77% |
$71.5M - $71.9M
|
1.84K
$168K
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-845K- 99.85% |
$77.2M - $77.6M
|
1.31K
$120K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-891K- 29.38% |
$81.4M - $81.8M
|
2.14M
$196M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.15M- 61.97% |
$105M - $105M
|
703K
$64.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.17M- 21.87% |
$107M - $108M
|
4.19M
$383M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.18M- 99.79% |
$108M - $109M
|
2.46K
$224K
|
|
|
Apr 13, 2023
Q1 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.27M- 95.31% |
$116M - $117M
|
62.5K
$5.71M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.51M- 71.89% |
$138M - $138M
|
589K
$53.8M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.55M- 22.38% |
$141M - $142M
|
5.37M
$490M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.82M- 15.74% |
$166M - $167M
|
9.73M
$889M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.54M- 25.35% |
$232M - $233M
|
7.48M
$683M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.59M- 14.35% |
$237M - $238M
|
15.5M
$1.41B
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.21M- 92.19% |
$293M - $294M
|
272K
$24.8M
|