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 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.47K+ 4.89% |
$500K - $502K
|
117K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Schusterman Interests, LLC
Tulsa, OK |
BUY
|
- |
5.46KNew |
$499K - $502K
|
5.46K
$500K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5.33K+ 12.74% |
$487K - $489K
|
47.1K
$4.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.23KNew |
$478K - $480K
|
5.23K
$479K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.07K+ 10.85% |
$464K - $466K
|
51.8K
$4.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.94K+ 44.53% |
$452K - $454K
|
16K
$1.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.87K+ 5.21% |
$445K - $447K
|
98.3K
$9.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.82KNew |
$441K - $443K
|
4.82K
$442K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.64K+ 399.91% |
$425K - $427K
|
5.8K
$532K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4.56KNew |
$417K - $419K
|
4.56K
$418K
|
|
|
Apr 16, 2024
Q3 2023
|
Kopion Asset Management, LLC
|
BUY
|
- |
4.53K+ 15.85% |
$414K - $416K
|
33.1K
$3.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.52K+ 2.84% |
$413K - $415K
|
164K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.44K+ 128.7% |
$406K - $408K
|
7.89K
$723K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.35K+ 91.06% |
$398K - $400K
|
9.13K
$836K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
4.29K+ 42.58% |
$392K - $394K
|
14.3K
$1.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.28KNew |
$392K - $393K
|
4.28K
$392K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.26K+ 14.97% |
$389K - $391K
|
32.7K
$3M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.25K+ 25.49% |
$389K - $391K
|
20.9K
$1.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.23KNew |
$387K - $389K
|
4.23K
$388K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.2K+ 1935.02% |
$384K - $386K
|
4.42K
$405K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.18K+ 8.39% |
$382K - $384K
|
54K
$4.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.11K+ 3.31% |
$376K - $377K
|
128K
$11.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.1KNew |
$375K - $376K
|
4.1K
$375K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.1KNew |
$374K - $376K
|
4.1K
$375K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.09K+ 39.9% |
$373K - $375K
|
14.3K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.99KNew |
$365K - $366K
|
3.99K
$366K
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.85K+ 12.37% |
$352K - $353K
|
34.9K
$3.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.83K+ 59.99% |
$350K - $352K
|
10.2K
$936K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.82K+ 1.85% |
$349K - $351K
|
211K
$19.3M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.82K+ 45.04% |
$349K - $351K
|
12.3K
$1.13M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.79KNew |
$347K - $348K
|
3.79K
$348K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.79KNew |
$347K - $348K
|
3.79K
$347K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.75K+ 41.71% |
$342K - $344K
|
12.7K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.73KNew |
$341K - $343K
|
3.73K
$342K
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.73KNew |
$341K - $342K
|
3.73K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.63KNew |
$332K - $333K
|
3.63K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.59KNew |
$328K - $330K
|
3.59K
$329K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.46K+ 25.79% |
$316K - $317K
|
16.9K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.45K+ 9.63% |
$316K - $317K
|
39.3K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.38KNew |
$309K - $311K
|
3.38K
$310K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
3.37KNew |
$308K - $310K
|
3.37K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 107.79% |
$302K - $304K
|
6.38K
$584K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3.28K+ 25.5% |
$299K - $301K
|
16.1K
$1.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.27K+ 8.08% |
$299K - $300K
|
43.7K
$4M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.23K+ 44.77% |
$296K - $297K
|
10.5K
$958K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.2K+ 78.93% |
$292K - $294K
|
7.25K
$664K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
3.19K+ 120.94% |
$292K - $293K
|
5.84K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.16KNew |
$289K - $290K
|
3.16K
$290K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.12KNew |
$285K - $287K
|
3.12K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.04K+ 2.0% |
$278K - $280K
|
155K
$14.2M
|