Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
555+ 4.18% |
$50.7K - $51K
|
13.8K
$1.27M
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
551New |
$50.4K - $50.6K
|
551
$50.5K
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
548+ 2.46% |
$50.1K - $50.3K
|
22.9K
$2.09M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
539+ 4.1% |
$49.3K - $49.5K
|
13.7K
$1.26M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
479+ 4.26% |
$43.8K - $44K
|
11.7K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
459New |
$42K - $42.1K
|
459
$42.1K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
452New |
$41.3K - $41.5K
|
452
$41.4K
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
450+ 14.82% |
$41.1K - $41.3K
|
3.49K
$320K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
446+ 15.05% |
$40.8K - $41K
|
3.41K
$312K
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
443+ 11.94% |
$40.5K - $40.7K
|
4.15K
$381K
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
431+ 12.55% |
$39.4K - $39.6K
|
3.86K
$354K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
429+ 7.28% |
$39.2K - $39.4K
|
6.32K
$579K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
421New |
$38.5K - $38.7K
|
421
$38.6K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
402+ 7.35% |
$36.8K - $36.9K
|
5.87K
$538K
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
393+ 2.75% |
$35.9K - $36.1K
|
14.7K
$1.34M
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
378+ 99.47% |
$34.6K - $34.7K
|
758
$69.5K
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
337+ 4.31% |
$30.8K - $30.9K
|
8.15K
$747K
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
329+ 1.06% |
$30.1K - $30.2K
|
31.3K
$2.87M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
312+ 1.15% |
$28.5K - $28.6K
|
27.5K
$2.52M
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
292+ 0.13% |
$26.7K - $26.8K
|
234K
$21.4M
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
276+ 2.56% |
$25.2K - $25.3K
|
11K
$1.01M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
261+ 669.23% |
$23.9K - $24K
|
300
$27.5K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
231New |
$21.1K - $21.2K
|
231
$21.2K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
227New |
$20.8K - $20.8K
|
227
$20.8K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
220+ 3.13% |
$20.1K - $20.2K
|
7.24K
$663K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
200+ 0.26% |
$18.3K - $18.4K
|
78.4K
$7.18M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
186New |
$17K - $17.1K
|
186
$17K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
178New |
$16.3K - $16.3K
|
178
$16.3K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
176New |
$16.1K - $16.2K
|
176
$16.1K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
175+ 8.71% |
$16K - $16.1K
|
2.19K
$200K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
170New |
$15.5K - $15.6K
|
170
$15.6K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
158+ 9.27% |
$14.4K - $14.5K
|
1.86K
$171K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
140+ 2.68% |
$12.8K - $12.9K
|
5.36K
$491K
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
136+ 1.17% |
$12.4K - $12.5K
|
11.8K
$1.08M
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
132+ 0.07% |
$12.1K - $12.1K
|
186K
$17.1M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
129+ 0.97% |
$11.8K - $11.8K
|
13.4K
$1.23M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
118New |
$10.8K - $10.8K
|
118
$10.8K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
118+ 51.53% |
$10.8K - $10.8K
|
347
$31.8K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
115+ 0.72% |
$10.5K - $10.6K
|
16K
$1.47M
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
112+ 2.13% |
$10.2K - $10.3K
|
5.36K
$491K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
107+ 3.92% |
$9.78K - $9.82K
|
2.84K
$260K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
105+ 2.33% |
$9.6K - $9.64K
|
4.6K
$422K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
96+ 0.11% |
$8.78K - $8.81K
|
84.1K
$7.7M
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
95+ 2.64% |
$8.68K - $8.72K
|
3.69K
$338K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
87New |
$7.95K - $7.99K
|
87
$7.97K
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
87+ 1.46% |
$7.95K - $7.99K
|
6.04K
$553K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
84+ 140.0% |
$7.68K - $7.71K
|
144
$13.2K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
79+ 2.89% |
$7.22K - $7.25K
|
2.81K
$258K
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
76+ 0.4% |
$6.95K - $6.98K
|
18.9K
$1.73M
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
72+ 2.3% |
$6.58K - $6.61K
|
3.2K
$293K
|