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
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.16K+ 7.26% |
$106K - $106K
|
17.1K
$1.57M
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.08K+ 164.59% |
$99K - $99.4K
|
1.74K
$160K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.08K+ 2.27% |
$98.7K - $99.1K
|
48.7K
$4.47M
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.07K+ 3.97% |
$98.2K - $98.6K
|
28.1K
$2.58M
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.05K+ 19.15% |
$95.9K - $96.3K
|
6.53K
$599K
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.03K+ 8.48% |
$94.1K - $94.6K
|
13.2K
$1.21M
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.01K+ 20.49% |
$92.5K - $92.9K
|
5.95K
$546K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1K+ 45.75% |
$91.6K - $92K
|
3.19K
$293K
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
946+ 2.6% |
$86.5K - $86.8K
|
37.3K
$3.42M
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
933+ 26.35% |
$85.3K - $85.6K
|
4.47K
$411K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
894+ 31.57% |
$81.7K - $82.1K
|
3.73K
$342K
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
871+ 13.69% |
$79.6K - $80K
|
7.23K
$664K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
851+ 1.68% |
$77.8K - $78.1K
|
51.4K
$4.72M
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
834+ 1.7% |
$76.2K - $76.6K
|
49.9K
$4.58M
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
830+ 0.83% |
$75.9K - $76.2K
|
100K
$9.21M
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
807+ 28.35% |
$73.8K - $74.1K
|
3.65K
$335K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
760+ 32.4% |
$69.5K - $69.8K
|
3.11K
$285K
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
742+ 9.75% |
$67.8K - $68.1K
|
8.35K
$767K
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
721+ 2.79% |
$65.9K - $66.2K
|
26.5K
$2.43M
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
712+ 13.32% |
$65.1K - $65.4K
|
6.06K
$556K
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
687+ 13.72% |
$62.8K - $63.1K
|
5.7K
$523K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
662New |
$60.5K - $60.8K
|
662
$60.8K
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
654+ 6.29% |
$59.8K - $60K
|
11K
$1.01M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
638New |
$58.3K - $58.6K
|
638
$58.6K
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
615+ 13.19% |
$56.2K - $56.5K
|
5.28K
$485K
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
604+ 11.43% |
$55.2K - $55.4K
|
5.89K
$540K
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
587+ 1.48% |
$53.7K - $53.9K
|
40.2K
$3.69M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
575+ 14.08% |
$52.6K - $52.8K
|
4.66K
$428K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
557New |
$50.9K - $51.1K
|
557
$51.1K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
556+ 2.39% |
$50.8K - $51K
|
23.8K
$2.18M
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
548+ 0.78% |
$50.1K - $50.3K
|
70.6K
$6.48M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
519+ 3.51% |
$47.4K - $47.6K
|
15.3K
$1.4M
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
503+ 0.4% |
$46K - $46.2K
|
127K
$11.7M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
500+ 1.91% |
$45.7K - $45.9K
|
26.7K
$2.45M
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
500+ 1.56% |
$45.7K - $45.9K
|
32.5K
$2.98M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
492+ 9.41% |
$45K - $45.2K
|
5.72K
$525K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
490New |
$44.8K - $45K
|
490
$45K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
464New |
$42.4K - $42.6K
|
464
$42.6K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
460New |
$42K - $42.2K
|
460
$42.2K
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
456+ 0.25% |
$41.7K - $41.9K
|
180K
$16.5M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
401New |
$36.7K - $36.8K
|
401
$36.8K
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
380+ 0.83% |
$34.7K - $34.9K
|
45.9K
$4.22M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
367New |
$33.5K - $33.7K
|
367
$33.7K
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
353+ 2.73% |
$32.3K - $32.4K
|
13.3K
$1.22M
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
349+ 9.7% |
$31.9K - $32K
|
3.95K
$362K
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
339+ 9.02% |
$31K - $31.1K
|
4.1K
$376K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
336+ 4.11% |
$30.7K - $30.8K
|
8.51K
$781K
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
303+ 1.64% |
$27.7K - $27.8K
|
18.8K
$1.72M
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
269+ 0.37% |
$24.6K - $24.7K
|
73K
$6.7M
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
263+ 8.42% |
$24K - $24.1K
|
3.39K
$311K
|