Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.48K- 27.53% |
$135K - $135K
|
3.88K
$355K
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.51K- 15.37% |
$138K - $138K
|
8.3K
$759K
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.54K- 4.29% |
$140K - $141K
|
34.3K
$3.13M
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.54K- 3.75% |
$141K - $141K
|
39.5K
$3.61M
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.59K- 21.86% |
$145K - $146K
|
5.68K
$519K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.61K- 20.25% |
$147K - $148K
|
6.35K
$581K
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.64K- 19.35% |
$149K - $150K
|
6.82K
$623K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.69K- 6.19% |
$154K - $155K
|
25.6K
$2.34M
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.71K- 1.84% |
$156K - $157K
|
91.2K
$8.33M
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.72K- 28.14% |
$158K - $158K
|
4.4K
$402K
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.81K- 16.02% |
$166K - $166K
|
9.49K
$868K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.82K- 3.08% |
$167K - $167K
|
57.3K
$5.24M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.87K- 21.04% |
$171K - $172K
|
7.02K
$642K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.89K- 12.82% |
$172K - $173K
|
12.8K
$1.17M
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.9K- 16.47% |
$173K - $174K
|
9.61K
$879K
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.91K- 37.47% |
$174K - $175K
|
3.18K
$291K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.93K- 6.35% |
$176K - $177K
|
28.4K
$2.6M
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-2.02K- 2.28% |
$185K - $186K
|
86.5K
$7.91M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.04K- 3.33% |
$187K - $187K
|
59.2K
$5.42M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.1K- 51.22% |
$192K - $193K
|
2K
$183K
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.13K- 1.9% |
$195K - $195K
|
110K
$10M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.16K- 64.44% |
$197K - $198K
|
1.19K
$109K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.16K- 41.47% |
$198K - $199K
|
3.05K
$279K
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.19K- 19.82% |
$200K - $201K
|
8.84K
$808K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.23K- 16.38% |
$204K - $205K
|
11.4K
$1.04M
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.27K- 1.18% |
$208K - $209K
|
190K
$17.4M
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.33K- 5.81% |
$213K - $214K
|
37.7K
$3.45M
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-2.35K- 10.76% |
$215K - $216K
|
19.5K
$1.78M
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 30.53% |
$219K - $220K
|
5.46K
$499K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.42K- 2.81% |
$222K - $223K
|
83.8K
$7.66M
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 27.29% |
$223K - $224K
|
6.51K
$595K
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.47K- 64.36% |
$226K - $227K
|
1.37K
$125K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.5K- 28.03% |
$228K - $229K
|
6.41K
$586K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.5K- 40.3% |
$229K - $230K
|
3.71K
$339K
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.56K- 20.41% |
$234K - $235K
|
9.98K
$912K
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.6K- 17.24% |
$237K - $238K
|
12.5K
$1.14M
|
|
May 02, 2024
Q1 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.75K- 6.19% |
$251K - $252K
|
41.7K
$3.81M
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.78K- 5.14% |
$254K - $255K
|
51.3K
$4.69M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.91K- 5.88% |
$266K - $267K
|
46.5K
$4.26M
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.93K- 34.98% |
$268K - $269K
|
5.45K
$498K
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.95K- 13.52% |
$269K - $270K
|
18.8K
$1.72M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.03K- 9.72% |
$277K - $279K
|
28.2K
$2.58M
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.05K- 12.74% |
$278K - $280K
|
20.9K
$1.91M
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.16K- 5.49% |
$288K - $290K
|
54.3K
$4.96M
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.16K- 46.36% |
$289K - $290K
|
3.65K
$334K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.56K- 21.19% |
$325K - $327K
|
13.2K
$1.21M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.59K- 9.62% |
$328K - $330K
|
33.7K
$3.09M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.61K- 3.38% |
$330K - $331K
|
103K
$9.42M
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-3.62K- 7.78% |
$331K - $332K
|
43K
$3.93M
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.8K- 2.52% |
$347K - $349K
|
147K
$13.4M
|