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 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
9.47KNew |
$864K - $870K
|
9.47K
$866K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.42K+ 10.28% |
$859K - $865K
|
101K
$9.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.35K+ 9.34% |
$853K - $859K
|
110K
$10M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
9.09K+ 1136.25% |
$829K - $835K
|
9.89K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.02K+ 2.51% |
$823K - $829K
|
368K
$33.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
9K+ 56.81% |
$821K - $827K
|
24.9K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.91KNew |
$813K - $818K
|
8.91K
$814K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
8.79K+ 8.83% |
$801K - $807K
|
108K
$9.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.7KNew |
$794K - $799K
|
8.7K
$795K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8.6KNew |
$785K - $790K
|
8.6K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8.59KNew |
$783K - $789K
|
8.59K
$785K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.54K+ 24.52% |
$779K - $784K
|
43.4K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.52KNew |
$777K - $782K
|
8.52K
$778K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8.44KNew |
$770K - $775K
|
8.44K
$771K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.4K+ 8.91% |
$766K - $771K
|
103K
$9.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.34K+ 11.38% |
$761K - $766K
|
81.7K
$7.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.08K+ 58.97% |
$737K - $742K
|
21.8K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8.02KNew |
$732K - $737K
|
8.02K
$733K
|
|
|
Feb 09, 2024
Q4 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
7.99K+ 12.19% |
$729K - $734K
|
73.5K
$6.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.91KNew |
$721K - $726K
|
7.91K
$722K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.7K+ 8.15% |
$702K - $707K
|
102K
$9.33M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.6KNew |
$693K - $698K
|
7.6K
$694K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.53KNew |
$687K - $691K
|
7.53K
$688K
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
7.46KNew |
$681K - $685K
|
7.46K
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.41KNew |
$676K - $681K
|
7.41K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.95K+ 14.76% |
$634K - $638K
|
54K
$4.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
6.86K+ 25.39% |
$625K - $630K
|
33.9K
$3.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.83K+ 8.57% |
$623K - $627K
|
86.5K
$7.9M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
6.54K+ 116.87% |
$597K - $601K
|
12.1K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.51KNew |
$594K - $598K
|
6.51K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.36KNew |
$580K - $584K
|
6.36K
$581K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.22K+ 8.16% |
$567K - $571K
|
82.4K
$7.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.18K+ 6.5% |
$564K - $568K
|
101K
$9.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.13KNew |
$559K - $563K
|
6.13K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
6K+ 4.92% |
$547K - $551K
|
128K
$11.7M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.95K+ 1.9% |
$543K - $546K
|
320K
$29.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
5.8K+ 188.5% |
$529K - $533K
|
8.88K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.77KNew |
$526K - $530K
|
5.77K
$527K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.74K+ 5.19% |
$524K - $527K
|
116K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.63K+ 18.51% |
$513K - $517K
|
36K
$3.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.55K+ 12.58% |
$506K - $510K
|
49.7K
$4.54M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.46KNew |
$498K - $501K
|
5.46K
$499K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.42K+ 6.67% |
$494K - $498K
|
86.7K
$7.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
5.37K+ 2.26% |
$490K - $493K
|
243K
$22.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.32K+ 116.56% |
$485K - $489K
|
9.88K
$903K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$482K - $485K
|
5.28K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.26KNew |
$480K - $483K
|
5.26K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.23KNew |
$477K - $480K
|
5.23K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
5.2K+ 1.13% |
$475K - $478K
|
465K
$42.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.19KNew |
$473K - $476K
|
5.19K
$474K
|