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 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.18KNew |
$291K - $292K
|
3.18K
$291K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
3.12KNew |
$285K - $286K
|
3.12K
$285K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.1KNew |
$283K - $285K
|
3.1K
$283K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.08KNew |
$281K - $282K
|
3.08K
$281K
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.02KNew |
$276K - $277K
|
3.02K
$276K
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.99KNew |
$273K - $274K
|
2.99K
$273K
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.98K+ 3.14% |
$272K - $274K
|
97.7K
$8.93M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.97K+ 41.42% |
$272K - $273K
|
10.2K
$927K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.93KNew |
$268K - $269K
|
2.93K
$268K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.93KNew |
$267K - $269K
|
2.93K
$267K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.92K+ 16.77% |
$266K - $268K
|
20.3K
$1.85M
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.83KNew |
$259K - $260K
|
2.83K
$258K
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.73KNew |
$250K - $251K
|
2.73K
$250K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.73KNew |
$249K - $250K
|
2.73K
$249K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.71K+ 76.28% |
$247K - $249K
|
6.26K
$572K
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 2.35% |
$240K - $241K
|
115K
$10.5M
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$239K - $240K
|
2.61K
$239K
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.57KNew |
$235K - $236K
|
2.57K
$235K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.55KNew |
$233K - $234K
|
2.55K
$233K
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.51KNew |
$229K - $230K
|
2.51K
$229K
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.5KNew |
$229K - $230K
|
2.5K
$229K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.5KNew |
$229K - $230K
|
2.5K
$229K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.41KNew |
$221K - $222K
|
2.41K
$221K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.41KNew |
$220K - $222K
|
2.41K
$220K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.39KNew |
$218K - $219K
|
2.39K
$218K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.37KNew |
$217K - $218K
|
2.37K
$217K
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
BUY
|
- |
2.36KNew |
$216K - $217K
|
2.36K
$216K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$215K - $216K
|
2.35K
$215K
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
2.35KNew |
$214K - $215K
|
2.35K
$214K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.32K+ 42.76% |
$212K - $213K
|
7.75K
$708K
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
2.31K+ 31.3% |
$211K - $212K
|
9.68K
$884K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.3KNew |
$210K - $211K
|
2.3K
$210K
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.29K+ 2081.82% |
$209K - $210K
|
2.4K
$219K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.28KNew |
$208K - $209K
|
2.28K
$208K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2.27K+ 516.82% |
$208K - $209K
|
2.71K
$248K
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.22KNew |
$202K - $203K
|
2.22K
$202K
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2.2KNew |
$201K - $202K
|
2.2K
$201K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.14K+ 15.82% |
$196K - $197K
|
15.7K
$1.43M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.94K+ 9.11% |
$177K - $178K
|
23.2K
$2.12M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
1.8KNew |
$165K - $165K
|
1.8K
$164K
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.65K+ 55.99% |
$151K - $152K
|
4.6K
$420K
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.61K+ 16.81% |
$147K - $148K
|
11.2K
$1.02M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.57K+ 35.79% |
$143K - $144K
|
5.94K
$543K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.57K+ 35.79% |
$143K - $144K
|
5.94K
$543K
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.55K+ 69.67% |
$141K - $142K
|
3.77K
$344K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.54K+ 46.48% |
$140K - $141K
|
4.84K
$442K
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.52K+ 10.0% |
$139K - $139K
|
16.7K
$1.52M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.32K+ 1.97% |
$121K - $122K
|
68.6K
$6.27M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 4.83% |
$120K - $121K
|
28.5K
$2.61M
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.28K+ 1.06% |
$117K - $117K
|
121K
$11.1M
|