Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
301+ 3.65% |
$27.5K - $27.6K
|
8.55K
$782K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
300New |
$27.4K - $27.6K
|
300
$27.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
282+ 266.04% |
$25.7K - $25.9K
|
388
$35.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
272+ 10.14% |
$24.8K - $25K
|
2.96K
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
265+ 11.83% |
$24.2K - $24.3K
|
2.51K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
262New |
$23.9K - $24.1K
|
262
$23.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
230New |
$21K - $21.1K
|
230
$21K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
219+ 20.52% |
$20K - $20.1K
|
1.29K
$118K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
218+ 22.59% |
$19.9K - $20K
|
1.18K
$108K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
205New |
$18.7K - $18.8K
|
205
$18.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
203+ 65.91% |
$18.5K - $18.6K
|
511
$46.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
197+ 3.39% |
$18K - $18.1K
|
6K
$549K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
196+ 45.69% |
$17.9K - $18K
|
625
$57.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
193New |
$17.6K - $17.7K
|
193
$17.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
171New |
$15.6K - $15.7K
|
171
$15.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
164+ 0.51% |
$15K - $15.1K
|
32.2K
$2.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
152+ 1.95% |
$13.9K - $14K
|
7.97K
$728K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
147+ 2.51% |
$13.4K - $13.5K
|
5.99K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
131+ 3.0% |
$11.9K - $12K
|
4.5K
$411K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128+ 3.12% |
$11.7K - $11.8K
|
4.23K
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
109+ 137.97% |
$9.94K - $10K
|
188
$17.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
105New |
$9.58K - $9.64K
|
105
$9.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
104New |
$9.49K - $9.55K
|
104
$9.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
102+ 3.74% |
$9.3K - $9.37K
|
2.83K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
100+ 0.38% |
$9.12K - $9.18K
|
26.2K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100+ 1.8% |
$9.12K - $9.18K
|
5.64K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90+ 46.88% |
$8.21K - $8.27K
|
282
$25.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
88+ 1.81% |
$8.03K - $8.08K
|
4.95K
$452K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
86New |
$7.84K - $7.9K
|
86
$7.86K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
77+ 0.65% |
$7.02K - $7.07K
|
11.9K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
77+ 19.11% |
$7.02K - $7.07K
|
480
$43.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
61+ 57.01% |
$5.56K - $5.6K
|
168
$15.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
43New |
$3.92K - $3.95K
|
43
$3.93K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
42New |
$3.83K - $3.86K
|
42
$3.84K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
42+ 1.18% |
$3.83K - $3.86K
|
3.6K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
39New |
$3.56K - $3.58K
|
39
$3.56K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
39New |
$3.56K - $3.58K
|
39
$3.56K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
39+ 1.76% |
$3.56K - $3.58K
|
2.25K
$206K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
39New |
$3.56K - $3.58K
|
39
$3.56K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
35New |
$3.19K - $3.21K
|
35
$3.2K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
32New |
$2.92K - $2.94K
|
32
$2.93K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
27+ 0.71% |
$2.46K - $2.48K
|
3.81K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
25+ 0.35% |
$2.28K - $2.3K
|
7.27K
$665K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
24New |
$2.19K - $2.2K
|
24
$2.19K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
19+ 0.28% |
$1.73K - $1.74K
|
6.8K
$622K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$1.37K - $1.38K
|
15
$1.37K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
15New |
$1.37K - $1.38K
|
15
$1.37K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 0.28% |
$1.28K - $1.29K
|
4.94K
$451K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7New |
$639 - $643
|
7
$640
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 1.36% |
$456 - $459
|
374
$34.2K
|