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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.8K- 4.88% |
$346K - $349K
|
74K
$6.77M
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.84K- 27.73% |
$350K - $352K
|
10K
$914K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3.9K- 55.85% |
$356K - $358K
|
3.08K
$282K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4.05K- 21.19% |
$369K - $372K
|
15.1K
$1.38M
|
|
Feb 02, 2024
Q4 2023
|
Acuitas Investments, LLC
|
SELL
|
- |
-4.24K- 30.34% |
$387K - $389K
|
9.73K
$890K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.26K- 51.07% |
$389K - $391K
|
4.08K
$373K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.34K- 98.17% |
$395K - $398K
|
81
$7.4K
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.44K- 6.37% |
$405K - $407K
|
65.2K
$5.96M
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-4.44K- 12.12% |
$405K - $408K
|
32.2K
$2.94M
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-4.45K- 30.79% |
$406K - $408K
|
10K
$914K
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.49KClosed |
$409K - $412K
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.49K- 8.67% |
$410K - $412K
|
47.3K
$4.32M
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-4.51K- 2.9% |
$412K - $415K
|
151K
$13.8M
|
|
Apr 16, 2024
Q4 2023
|
Kopion Asset Management, LLC
|
SELL
|
- |
-4.53K- 13.68% |
$413K - $416K
|
28.6K
$2.61M
|
|
Jan 08, 2024
Q4 2023
|
Kopion Asset Management, LLC
|
SELL
|
- |
-4.53K- 13.68% |
$413K - $416K
|
28.6K
$2.61M
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.53K- 25.71% |
$414K - $416K
|
13.1K
$1.2M
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.63K- 5.94% |
$423K - $425K
|
73.4K
$6.71M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.75K- 4.75% |
$433K - $436K
|
95.3K
$8.71M
|
|
Feb 08, 2024
Q4 2023
|
Titan Capital Management, LLC
|
SELL
|
- |
-4.8K- 2.96% |
$438K - $441K
|
157K
$14.4M
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-4.8K- 11.26% |
$438K - $441K
|
37.8K
$3.46M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.85K- 9.24% |
$442K - $445K
|
47.6K
$4.35M
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.86K- 31.78% |
$444K - $447K
|
10.4K
$955K
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-4.87K- 20.88% |
$445K - $448K
|
18.5K
$1.69M
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-4.9K- 5.25% |
$447K - $450K
|
88.5K
$8.09M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.03K- 32.54% |
$459K - $462K
|
10.4K
$953K
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-5.31K- 2.87% |
$484K - $487K
|
179K
$16.4M
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
SELL
|
- |
-5.34K- 28.44% |
$487K - $490K
|
13.4K
$1.23M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.47K- 7.22% |
$499K - $502K
|
70.3K
$6.43M
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.53K- 43.44% |
$504K - $508K
|
7.2K
$658K
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.54K- 71.49% |
$505K - $509K
|
2.21K
$202K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.6K- 15.57% |
$511K - $514K
|
30.4K
$2.78M
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5.68K- 50.41% |
$518K - $522K
|
5.59K
$511K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.74K- 56.2% |
$524K - $528K
|
4.48K
$409K
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5.91K- 18.85% |
$539K - $543K
|
25.5K
$2.33M
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5.96K- 5.25% |
$543K - $547K
|
108K
$9.83M
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5.96K- 5.25% |
$543K - $547K
|
108K
$9.83M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.03K- 28.98% |
$550K - $554K
|
14.8K
$1.35M
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-6.03K- 2.52% |
$550K - $554K
|
233K
$21.3M
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-6.11K- 12.96% |
$557K - $561K
|
41K
$3.75M
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-6.12K- 19.53% |
$558K - $562K
|
25.2K
$2.31M
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-6.16K- 15.59% |
$562K - $566K
|
33.4K
$3.05M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.17K- 3.12% |
$563K - $567K
|
192K
$17.5M
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-6.49K- 14.23% |
$592K - $596K
|
39.1K
$3.58M
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-6.56K- 3.41% |
$598K - $602K
|
185K
$17M
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6.7K- 5.6% |
$611K - $615K
|
113K
$10.3M
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.92K- 44.3% |
$631K - $635K
|
8.7K
$795K
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-7.13K- 49.67% |
$650K - $655K
|
7.22K
$660K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-7.19K- 49.76% |
$656K - $660K
|
7.26K
$663K
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-7.33K- 20.99% |
$669K - $673K
|
27.6K
$2.52M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.42K- 58.78% |
$677K - $681K
|
5.2K
$476K
|