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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.23K- 5.03% |
$112K - $113K
|
23.2K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.26K- 20.5% |
$115K - $115K
|
4.88K
$446K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.32K- 23.12% |
$121K - $121K
|
4.39K
$401K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-1.37K- 16.24% |
$125K - $126K
|
7.06K
$646K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.41K- 15.11% |
$128K - $129K
|
7.91K
$723K
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.43K- 1.26% |
$130K - $131K
|
112K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.57K- 29.28% |
$143K - $144K
|
3.79K
$347K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.6K- 31.06% |
$145K - $146K
|
3.54K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.64K- 25.04% |
$150K - $151K
|
4.91K
$449K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.65K- 14.01% |
$150K - $151K
|
10.1K
$923K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.7K- 0.35% |
$155K - $156K
|
484K
$44.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.72K- 4.54% |
$157K - $158K
|
36.1K
$3.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.84K- 2.52% |
$168K - $169K
|
71.2K
$6.51M
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.87K- 30.24% |
$171K - $172K
|
4.31K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.91K- 34.11% |
$175K - $176K
|
3.7K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.03K- 5.36% |
$185K - $186K
|
35.8K
$3.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-2.05K- 33.99% |
$187K - $188K
|
3.98K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.1K- 1.96% |
$192K - $193K
|
105K
$9.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.1K- 32.13% |
$192K - $193K
|
4.45K
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.13K- 5.38% |
$194K - $195K
|
37.3K
$3.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.16K- 36.24% |
$197K - $199K
|
3.81K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.18K- 9.57% |
$199K - $200K
|
20.6K
$1.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-2.19K- 32.44% |
$199K - $201K
|
4.55K
$416K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.24KClosed |
$204K - $205K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.24K- 88.01% |
$204K - $206K
|
305
$27.9K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.27K- 97.68% |
$207K - $208K
|
54
$4.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.28K- 1.56% |
$208K - $210K
|
144K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.37K- 18.56% |
$216K - $218K
|
10.4K
$950K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.37K- 7.11% |
$216K - $218K
|
31K
$2.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.39K- 37.27% |
$218K - $219K
|
4.01K
$367K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.5K- 38.2% |
$228K - $230K
|
4.05K
$370K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.57K- 13.8% |
$234K - $236K
|
16K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.66K- 18.71% |
$242K - $244K
|
11.5K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.83K- 47.07% |
$258K - $260K
|
3.18K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.87K- 23.36% |
$262K - $264K
|
9.42K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3K- 6.01% |
$273K - $275K
|
46.8K
$4.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.05K- 3.94% |
$278K - $280K
|
74.2K
$6.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.1K- 7.86% |
$283K - $285K
|
36.3K
$3.32M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.16K- 40.18% |
$288K - $290K
|
4.71K
$430K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.19K- 23.14% |
$291K - $293K
|
10.6K
$970K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.2K- 51.09% |
$291K - $293K
|
3.06K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-3.39K- 13.13% |
$310K - $312K
|
22.5K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.4K- 10.6% |
$310K - $312K
|
28.6K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.41K- 1.78% |
$311K - $313K
|
188K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.44K- 99.83% |
$313K - $315K
|
6
$548
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-3.5K- 9.18% |
$319K - $322K
|
34.7K
$3.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-3.58K- 23.27% |
$326K - $328K
|
11.8K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.61K- 21.89% |
$330K - $332K
|
12.9K
$1.18M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.64K- 30.79% |
$332K - $334K
|
8.18K
$747K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.75K- 10.05% |
$342K - $344K
|
33.5K
$3.06M
|