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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.84K+ 0.75% |
$259K - $260K
|
382K
$35M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.74K+ 12.36% |
$250K - $251K
|
24.9K
$2.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.73KNew |
$250K - $251K
|
2.73K
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.73K+ 40.06% |
$250K - $251K
|
9.55K
$875K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.73K+ 2.48% |
$249K - $250K
|
113K
$10.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.69KNew |
$246K - $247K
|
2.69K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
2.68KNew |
$245K - $246K
|
2.68K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.67K+ 5.2% |
$244K - $245K
|
54K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.66K+ 87.16% |
$243K - $244K
|
5.72K
$524K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.64KNew |
$242K - $243K
|
2.64K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.6K+ 2.01% |
$238K - $239K
|
132K
$12.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.58KNew |
$235K - $237K
|
2.58K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.56KNew |
$234K - $235K
|
2.56K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.56K+ 18.63% |
$234K - $235K
|
16.3K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.54KNew |
$232K - $233K
|
2.54K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.52KNew |
$230K - $231K
|
2.52K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.47KNew |
$226K - $227K
|
2.47K
$226K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.45K+ 47.04% |
$224K - $225K
|
7.66K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.44K+ 0.86% |
$223K - $224K
|
287K
$26.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.44KNew |
$223K - $224K
|
2.44K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 43.35% |
$220K - $221K
|
7.97K
$731K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.4K+ 20.75% |
$219K - $220K
|
14K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.36KNew |
$216K - $217K
|
2.36K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.35KNew |
$215K - $216K
|
2.35K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.34KNew |
$214K - $215K
|
2.34K
$214K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.32K+ 65.4% |
$212K - $213K
|
5.87K
$537K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$212K - $213K
|
2.32K
$212K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.29KNew |
$209K - $210K
|
2.29K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.29KNew |
$209K - $210K
|
2.29K
$209K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.28K+ 1.45% |
$209K - $210K
|
160K
$14.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.26KNew |
$207K - $208K
|
2.26K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 95.14% |
$206K - $207K
|
4.62K
$423K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.23KNew |
$204K - $205K
|
2.23K
$204K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.23KNew |
$204K - $205K
|
2.23K
$204K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
2.22KNew |
$203K - $204K
|
2.22K
$203K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.21K+ 81.11% |
$202K - $203K
|
4.94K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.21KNew |
$202K - $203K
|
2.21K
$202K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.19KNew |
$200K - $201K
|
2.19K
$201K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.18KNew |
$200K - $201K
|
2.18K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.15K+ 48.46% |
$196K - $197K
|
6.58K
$603K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.11K+ 1.18% |
$193K - $194K
|
182K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 15.34% |
$193K - $194K
|
15.9K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.11K+ 20.43% |
$192K - $193K
|
12.4K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.1K+ 1.84% |
$192K - $193K
|
116K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 3.83% |
$190K - $191K
|
56.4K
$5.17M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2KNew |
$183K - $184K
|
2K
$183K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.95K+ 20.09% |
$179K - $179K
|
11.7K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.88K+ 2.16% |
$172K - $173K
|
89.3K
$8.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.88K+ 83.0% |
$172K - $173K
|
4.15K
$380K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 2.84% |
$172K - $172K
|
67.9K
$6.22M
|