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 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-226K- 93.06% |
$20.7M - $20.8M
|
16.9K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-248K- 98.46% |
$22.6M - $22.7M
|
3.86K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-270K- 52.92% |
$24.7M - $24.8M
|
241K
$22M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-273K- 20.66% |
$25M - $25.1M
|
1.05M
$95.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-314K- 52.48% |
$28.7M - $28.8M
|
284K
$26M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-342K- 49.24% |
$31.3M - $31.4M
|
353K
$32.3M
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-357K- 58.8% |
$32.6M - $32.7M
|
250K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-366K- 95.25% |
$33.5M - $33.6M
|
18.3K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-412K- 99.95% |
$37.7M - $37.9M
|
196
$17.9K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-445K- 68.68% |
$40.7M - $40.9M
|
203K
$18.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-450K- 48.53% |
$41.1M - $41.3M
|
477K
$43.7M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-468K- 99.51% |
$42.8M - $43M
|
2.31K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-496K- 59.6% |
$45.3M - $45.5M
|
336K
$30.8M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-538K- 23.69% |
$49.2M - $49.4M
|
1.73M
$159M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-558K- 58.19% |
$51M - $51.2M
|
401K
$36.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-560K- 3.39% |
$51.2M - $51.4M
|
15.9M
$1.46B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-594K- 18.28% |
$54.3M - $54.5M
|
2.65M
$243M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-617K- 52.03% |
$56.4M - $56.7M
|
569K
$52.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-626K- 45.22% |
$57.2M - $57.5M
|
759K
$69.4M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-630K- 67.58% |
$57.6M - $57.8M
|
302K
$27.7M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-643K- 99.66% |
$58.8M - $59M
|
2.21K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-741K- 17.83% |
$67.7M - $68M
|
3.41M
$312M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-746K- 93.8% |
$68.2M - $68.5M
|
49.3K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-827K- 99.33% |
$75.6M - $75.9M
|
5.59K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-834K- 90.94% |
$76.3M - $76.6M
|
83.2K
$7.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-984K- 43.0% |
$89.9M - $90.3M
|
1.3M
$119M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.11M- 7.15% |
$101M - $101M
|
14.3M
$1.31B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.11M- 7.15% |
$101M - $101M
|
14.3M
$1.31B
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.35M- 64.97% |
$123M - $124M
|
728K
$66.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.42M- 19.88% |
$130M - $131M
|
5.73M
$525M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.98M- 95.64% |
$181M - $181M
|
90.1K
$8.25M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.29M- 44.7% |
$210M - $210M
|
2.84M
$260M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.77M- 16.18% |
$253M - $254M
|
14.3M
$1.31B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.88M- 49.79% |
$629M - $632M
|
6.94M
$635M
|
|
|
Apr 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-15.7M- 87.58% |
$1.43B - $1.44B
|
2.22M
$203M
|