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 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.99KNew |
$548K - $550K
|
5.99K
$549K
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.94K+ 2.91% |
$543K - $545K
|
210K
$19.2M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.82K+ 12.77% |
$532K - $535K
|
51.4K
$4.71M
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.72KNew |
$523K - $525K
|
5.72K
$524K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.71K+ 80.66% |
$522K - $524K
|
12.8K
$1.17M
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.66K+ 4.51% |
$517K - $520K
|
131K
$12M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.51KNew |
$504K - $506K
|
5.51K
$505K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.45KNew |
$498K - $501K
|
5.45K
$499K
|
|
May 15, 2023
Q1 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
- |
5.45KNew |
$498K - $501K
|
5.45K
$499K
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
5.41K+ 16.91% |
$495K - $497K
|
37.4K
$3.43M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
5.4KNew |
$494K - $496K
|
5.4K
$495K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.39K+ 96.2% |
$493K - $495K
|
11K
$1.01M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.23KNew |
$478K - $481K
|
5.23K
$480K
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
5.15KNew |
$471K - $473K
|
5.15K
$472K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.15K+ 101.54% |
$470K - $473K
|
10.2K
$936K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.02K+ 6.12% |
$459K - $461K
|
87.1K
$7.98M
|
|
May 09, 2023
Q1 2023
|
Prospect Hill Management, LLC
|
BUY
|
- |
5KNew |
$457K - $459K
|
5K
$458K
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5KNew |
$457K - $459K
|
5K
$458K
|
|
May 05, 2023
Q1 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
5KNew |
$457K - $459K
|
5K
$458K
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.92K+ 11.91% |
$450K - $452K
|
46.2K
$4.24M
|
|
May 11, 2023
Q1 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
4.9K+ 3.62% |
$448K - $450K
|
140K
$12.9M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.68KNew |
$428K - $430K
|
4.68K
$429K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.62K+ 4.22% |
$422K - $424K
|
114K
$10.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.5K+ 0.83% |
$411K - $413K
|
545K
$49.9M
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.39KNew |
$401K - $403K
|
4.39K
$402K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.22KNew |
$385K - $387K
|
4.22K
$386K
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.12K+ 0.89% |
$377K - $378K
|
467K
$42.8M
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
4.1KNew |
$375K - $377K
|
4.1K
$376K
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.06KNew |
$371K - $373K
|
4.06K
$372K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.05K+ 4.18% |
$370K - $372K
|
101K
$9.25M
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.01K+ 23.67% |
$367K - $369K
|
21K
$1.92M
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.96KNew |
$362K - $363K
|
3.96K
$362K
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.95K+ 4.77% |
$361K - $363K
|
86.8K
$7.96M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.89KNew |
$356K - $357K
|
3.89K
$357K
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
3.81KNew |
$348K - $350K
|
3.81K
$349K
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.81KNew |
$348K - $350K
|
3.81K
$349K
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.77KNew |
$344K - $346K
|
3.77K
$345K
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.75K+ 7.63% |
$343K - $344K
|
52.9K
$4.84M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.73K+ 124.2% |
$341K - $343K
|
6.74K
$617K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
3.71KNew |
$339K - $341K
|
3.71K
$340K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.71K+ 2.46% |
$339K - $341K
|
155K
$14.2M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.7K+ 31.91% |
$338K - $340K
|
15.3K
$1.4M
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.53KNew |
$322K - $324K
|
3.53K
$323K
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.47KNew |
$317K - $319K
|
3.47K
$318K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.44K+ 4.32% |
$315K - $316K
|
83.2K
$7.62M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.44KNew |
$315K - $316K
|
3.44K
$315K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.27KNew |
$299K - $301K
|
3.27K
$300K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.25KNew |
$297K - $299K
|
3.25K
$298K
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.25K+ 7.76% |
$297K - $298K
|
45.1K
$4.13M
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.18KNew |
$291K - $292K
|
3.18K
$291K
|