Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
161KNew |
$14.7M - $14.8M
|
161K
$14.7M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
160K+ 32.57% |
$14.6M - $14.7M
|
650K
$59.4M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
157K+ 415.14% |
$14.4M - $14.5M
|
195K
$17.9M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
156K+ 23.87% |
$14.3M - $14.4M
|
811K
$74.1M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
154K+ 414.3% |
$14.1M - $14.1M
|
191K
$17.5M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
153KNew |
$14M - $14.1M
|
153K
$14M
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
148KNew |
$13.5M - $13.6M
|
148K
$13.5M
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
147KNew |
$13.4M - $13.5M
|
147K
$13.4M
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
145K+ 518.59% |
$13.3M - $13.4M
|
173K
$15.8M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142K+ 42.81% |
$13M - $13M
|
473K
$43.3M
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
142KNew |
$12.9M - $13M
|
142K
$12.9M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
142K+ 17.31% |
$12.9M - $13M
|
959K
$87.6M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
140K+ 551.54% |
$12.8M - $12.9M
|
166K
$15.1M
|
|
Nov 14, 2023
Q3 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
132K+ 47.02% |
$12.1M - $12.1M
|
413K
$37.8M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
129K+ 857.39% |
$11.8M - $11.8M
|
144K
$13.1M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
122K+ 186.24% |
$11.2M - $11.2M
|
188K
$17.2M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
122KNew |
$11.2M - $11.2M
|
122K
$11.2M
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
122KNew |
$11.1M - $11.2M
|
122K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
121K+ 16.51% |
$11M - $11.1M
|
852K
$77.8M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
119K+ 185.93% |
$10.9M - $11M
|
183K
$16.8M
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
119K+ 130.34% |
$10.8M - $10.9M
|
209K
$19.1M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
116K+ 44.53% |
$10.6M - $10.6M
|
376K
$34.4M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
114K+ 201.49% |
$10.4M - $10.5M
|
171K
$15.6M
|
|
Nov 13, 2023
Q3 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
112K+ 653.6% |
$10.2M - $10.3M
|
129K
$11.8M
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
111KNew |
$10.1M - $10.2M
|
111K
$10.1M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
107K+ 42.5% |
$9.8M - $9.85M
|
359K
$32.8M
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
107K+ 1663.65% |
$9.78M - $9.83M
|
113K
$10.4M
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
104K+ 2295.6% |
$9.54M - $9.58M
|
109K
$9.95M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
104K+ 105.67% |
$9.5M - $9.55M
|
202K
$18.5M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
103K+ 108.55% |
$9.43M - $9.47M
|
198K
$18.1M
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
99.5K+ 305.57% |
$9.1M - $9.14M
|
132K
$12.1M
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
99.3K+ 3374.52% |
$9.08M - $9.12M
|
102K
$9.34M
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
98.4K+ 498.47% |
$9M - $9.04M
|
118K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
97.1K+ 28.97% |
$8.88M - $8.92M
|
432K
$39.5M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.4K+ 184.01% |
$8.81M - $8.85M
|
149K
$13.6M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
96.3KNew |
$8.8M - $8.85M
|
96.3K
$8.8M
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
96K+ 960.0% |
$8.78M - $8.82M
|
106K
$9.69M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88.7K+ 28.28% |
$8.11M - $8.15M
|
402K
$36.8M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
88.4K+ 147.58% |
$8.09M - $8.12M
|
148K
$13.6M
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
88.3K+ 3204.06% |
$8.07M - $8.11M
|
91.1K
$8.32M
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
85.3KNew |
$7.8M - $7.83M
|
85.3K
$7.79M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
85.1K+ 507.08% |
$7.78M - $7.81M
|
102K
$9.3M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
84.9KNew |
$7.76M - $7.79M
|
84.9K
$7.75M
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
84K+ 186.93% |
$7.68M - $7.72M
|
129K
$11.8M
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
83.8K+ 26.21% |
$7.66M - $7.7M
|
404K
$36.9M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
80.1KNew |
$7.32M - $7.36M
|
80.1K
$7.32M
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
78.7K+ 43.05% |
$7.2M - $7.23M
|
262K
$23.9M
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
78.7K+ 43.05% |
$7.2M - $7.23M
|
262K
$23.9M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
77.9K+ 96.44% |
$7.12M - $7.16M
|
159K
$14.5M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
77K+ 425.58% |
$7.04M - $7.07M
|
95K
$8.68M
|