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 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.14K+ 108.33% |
$469K - $472K
|
9.88K
$903K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5.12KNew |
$467K - $470K
|
5.12K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.97KNew |
$454K - $457K
|
4.97K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
4.95K+ 25.45% |
$452K - $455K
|
24.4K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
4.87K+ 7.47% |
$444K - $447K
|
70.1K
$6.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
4.74K+ 11.96% |
$433K - $436K
|
44.4K
$4.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.74KNew |
$433K - $436K
|
4.74K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.67KNew |
$426K - $428K
|
4.67K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.6KNew |
$420K - $422K
|
4.6K
$420K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.55K+ 53.18% |
$415K - $418K
|
13.1K
$1.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
4.51K+ 10.72% |
$411K - $414K
|
46.6K
$4.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
4.51K+ 19.97% |
$411K - $414K
|
27.1K
$2.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.46K+ 74.4% |
$407K - $410K
|
10.5K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.44K+ 38.58% |
$405K - $407K
|
15.9K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.4KNew |
$401K - $404K
|
4.4K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.4KNew |
$401K - $404K
|
4.4K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.37KNew |
$399K - $401K
|
4.37K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.33K+ 8.02% |
$395K - $398K
|
58.3K
$5.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.25KNew |
$388K - $390K
|
4.25K
$388K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.24K+ 170.06% |
$387K - $389K
|
6.73K
$615K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
4.2KNew |
$383K - $385K
|
4.2K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.15K+ 21.77% |
$379K - $381K
|
23.2K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.11KNew |
$375K - $377K
|
4.11K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.1KNew |
$374K - $377K
|
4.1K
$375K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.1KNew |
$374K - $377K
|
4.1K
$375K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.09K+ 186.02% |
$373K - $375K
|
6.28K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.04K+ 42.09% |
$368K - $371K
|
13.6K
$1.25M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
3.9K+ 1.35% |
$356K - $358K
|
292K
$26.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.89KNew |
$355K - $357K
|
3.89K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.87K+ 26.98% |
$353K - $355K
|
18.2K
$1.66M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.81KNew |
$348K - $350K
|
3.81K
$348K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.76K+ 51.8% |
$343K - $346K
|
11K
$1.01M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.74K+ 12.29% |
$341K - $343K
|
34.1K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.7KNew |
$338K - $340K
|
3.7K
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.69K+ 20.9% |
$336K - $339K
|
21.3K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
3.5K+ 59.95% |
$319K - $321K
|
9.33K
$853K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
3.49KNew |
$318K - $320K
|
3.49K
$318K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.43KNew |
$313K - $315K
|
3.43K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.36K+ 42.53% |
$306K - $308K
|
11.2K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.35KNew |
$306K - $308K
|
3.35K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.35KNew |
$305K - $307K
|
3.35K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.3K+ 82.58% |
$301K - $303K
|
7.3K
$667K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.29K+ 57.2% |
$300K - $302K
|
9.04K
$826K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
3.23K+ 15.7% |
$295K - $297K
|
23.8K
$2.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.22K+ 61.57% |
$294K - $296K
|
8.45K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.22KNew |
$294K - $296K
|
3.22K
$294K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.21K+ 1.46% |
$293K - $295K
|
224K
$20.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.2K+ 17.2% |
$292K - $294K
|
21.8K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.14K+ 40.37% |
$286K - $288K
|
10.9K
$997K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.06K+ 74.73% |
$279K - $281K
|
7.16K
$654K
|