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 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
257New |
$23.5K - $23.6K
|
257
$23.6K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
256+ 0.33% |
$23.4K - $23.5K
|
77.4K
$7.11M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
254+ 2.2% |
$23.2K - $23.3K
|
11.8K
$1.08M
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
250+ 8.97% |
$22.9K - $23K
|
3.04K
$279K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
245New |
$22.4K - $22.5K
|
245
$22.5K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
229+ 3.65% |
$20.9K - $21K
|
6.51K
$597K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
218+ 42.66% |
$19.9K - $20K
|
729
$66.9K
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
207+ 2.33% |
$18.9K - $19K
|
9.09K
$834K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
200+ 4.71% |
$18.3K - $18.4K
|
4.44K
$408K
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
196+ 4.26% |
$17.9K - $18K
|
4.8K
$440K
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
182+ 0.59% |
$16.6K - $16.7K
|
30.9K
$2.84M
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
177+ 0.81% |
$16.2K - $16.2K
|
22.1K
$2.03M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
162+ 4.16% |
$14.8K - $14.9K
|
4.05K
$372K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
157+ 3.16% |
$14.3K - $14.4K
|
5.13K
$471K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
154+ 0.32% |
$14.1K - $14.1K
|
48.3K
$4.43M
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
149+ 89.76% |
$13.6K - $13.7K
|
315
$28.9K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
145+ 5.48% |
$13.3K - $13.3K
|
2.79K
$256K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
145New |
$13.3K - $13.3K
|
145
$13.3K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
137+ 2.59% |
$12.5K - $12.6K
|
5.42K
$498K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
130+ 5.91% |
$11.9K - $11.9K
|
2.33K
$214K
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
125+ 2.56% |
$11.4K - $11.5K
|
5K
$459K
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
113+ 2.54% |
$10.3K - $10.4K
|
4.56K
$418K
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
110+ 1.93% |
$10.1K - $10.1K
|
5.81K
$533K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
107New |
$9.78K - $9.82K
|
107
$9.82K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
91New |
$8.32K - $8.35K
|
91
$8.35K
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
90+ 3.43% |
$8.23K - $8.26K
|
2.72K
$249K
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
72+ 0.84% |
$6.58K - $6.61K
|
8.66K
$795K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
64New |
$5.85K - $5.88K
|
64
$5.87K
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
59+ 0.82% |
$5.39K - $5.42K
|
7.28K
$668K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
55New |
$5.03K - $5.05K
|
55
$5.05K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
53+ 0.63% |
$4.84K - $4.87K
|
8.41K
$772K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
53+ 2.52% |
$4.84K - $4.87K
|
2.15K
$198K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
52+ 650.0% |
$4.75K - $4.77K
|
60
$5.51K
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
50+ 1.19% |
$4.57K - $4.59K
|
4.25K
$390K
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
46+ 0.83% |
$4.2K - $4.22K
|
5.56K
$510K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
43+ 1.3% |
$3.93K - $3.95K
|
3.36K
$308K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
42+ 97.67% |
$3.84K - $3.86K
|
85
$7.8K
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
41+ 0.83% |
$3.75K - $3.76K
|
4.99K
$458K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
41New |
$3.75K - $3.76K
|
41
$3.76K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$3.02K - $3.03K
|
33
$3.03K
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
31+ 0.77% |
$2.83K - $2.85K
|
4.08K
$374K
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
31+ 1.18% |
$2.83K - $2.85K
|
2.66K
$244K
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
29+ 5.47% |
$2.65K - $2.66K
|
559
$51.3K
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
29+ 1.29% |
$2.65K - $2.66K
|
2.28K
$210K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
23+ 0.07% |
$2.1K - $2.11K
|
32.2K
$2.95M
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
19+ 0.19% |
$1.74K - $1.74K
|
9.91K
$909K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
19New |
$1.74K - $1.74K
|
19
$1.74K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18+ 0.66% |
$1.65K - $1.65K
|
2.73K
$251K
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
14+ 0.12% |
$1.28K - $1.29K
|
11.9K
$1.09M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.76% |
$457 - $459
|
666
$61.1K
|