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 |
|---|---|---|---|---|---|---|---|
|
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
$10.1M
|
|
|
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
$809K
|
|
|
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
$500K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.42K- 2.81% |
$222K - $223K
|
83.8K
$7.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 27.29% |
$223K - $224K
|
6.51K
$596K
|
|
|
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
$587K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.5K- 40.3% |
$229K - $230K
|
3.71K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.56K- 20.41% |
$234K - $235K
|
9.98K
$913K
|
|
|
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
$4.7M
|
|
|
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
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.04KClosed |
$277K - $279K
|
0
$0
|
|
|
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
$4.97M
|
|
|
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
$9.43M
|
|
|
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
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-3.81K- 62.5% |
$348K - $350K
|
2.29K
$209K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.83K- 40.25% |
$350K - $352K
|
5.68K
$520K
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3.88K- 1.51% |
$355K - $356K
|
254K
$23.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-3.89K- 12.09% |
$356K - $357K
|
28.3K
$2.59M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.95K- 5.18% |
$361K - $362K
|
72.2K
$6.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-3.96K- 16.62% |
$361K - $363K
|
19.8K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.96K- 5.57% |
$362K - $364K
|
67.3K
$6.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.98K- 10.4% |
$364K - $366K
|
34.3K
$3.14M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.12K- 25.86% |
$377K - $378K
|
11.8K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.18K- 10.46% |
$382K - $383K
|
35.8K
$3.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-4.31K- 3.19% |
$394K - $396K
|
131K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.41K- 10.05% |
$403K - $405K
|
39.4K
$3.61M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.46K- 41.8% |
$408K - $410K
|
6.22K
$569K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.85K- 54.02% |
$443K - $445K
|
4.13K
$378K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-4.85K- 66.81% |
$443K - $445K
|
2.41K
$220K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-4.86K- 15.06% |
$444K - $446K
|
27.4K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.99K- 57.04% |
$456K - $458K
|
3.76K
$344K
|