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 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.28K+ 49.25% |
$117K - $118K
|
3.89K
$357K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.26K+ 50.16% |
$115K - $115K
|
3.76K
$345K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.2KNew |
$109K - $110K
|
1.2K
$110K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.13KNew |
$103K - $104K
|
1.13K
$104K
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.13K+ 0.76% |
$103K - $103K
|
149K
$13.7M
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.1K+ 35.3% |
$100K - $101K
|
4.22K
$387K
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.05K+ 24.85% |
$96K - $96.6K
|
5.29K
$485K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.04KNew |
$94.8K - $95.4K
|
1.04K
$95.4K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.04K+ 0.06% |
$94.5K - $95.1K
|
1.76M
$162M
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
996New |
$90.9K - $91.5K
|
996
$91.4K
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
891+ 9.99% |
$81.3K - $81.8K
|
9.81K
$900K
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
873+ 13.69% |
$79.6K - $80.2K
|
7.25K
$665K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
834+ 11.06% |
$76.1K - $76.6K
|
8.38K
$769K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
824+ 6.47% |
$75.2K - $75.7K
|
13.6K
$1.24M
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
791+ 42.64% |
$72.2K - $72.6K
|
2.65K
$243K
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
769+ 11.24% |
$70.1K - $70.6K
|
7.61K
$699K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
763New |
$69.6K - $70.1K
|
763
$70K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
722+ 14.93% |
$65.9K - $66.3K
|
5.56K
$510K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
690+ 30.98% |
$62.9K - $63.4K
|
2.92K
$268K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
658New |
$60K - $60.4K
|
658
$60.4K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
654New |
$59.7K - $60.1K
|
654
$60K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
650New |
$59.3K - $59.7K
|
650
$59.7K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
599New |
$54.6K - $55K
|
599
$55K
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
537+ 11.79% |
$49K - $49.3K
|
5.09K
$467K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
530New |
$48.3K - $48.7K
|
530
$48.6K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
481+ 107.37% |
$43.9K - $44.2K
|
929
$85.3K
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
456+ 4.92% |
$41.6K - $41.9K
|
9.72K
$892K
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
451+ 19.31% |
$41.1K - $41.4K
|
2.79K
$256K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
425New |
$38.8K - $39K
|
425
$39K
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
400+ 1.34% |
$36.5K - $36.7K
|
30.3K
$2.78M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
378+ 10.2% |
$34.5K - $34.7K
|
4.09K
$375K
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
376+ 10.09% |
$34.3K - $34.5K
|
4.1K
$376K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
375+ 2.34% |
$34.2K - $34.4K
|
16.4K
$1.51M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
371New |
$33.8K - $34.1K
|
371
$34.1K
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
360+ 0.14% |
$32.8K - $33.1K
|
262K
$24M
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
360+ 0.14% |
$32.8K - $33.1K
|
262K
$24M
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
349+ 13.45% |
$31.8K - $32.1K
|
2.94K
$270K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
346New |
$31.6K - $31.8K
|
346
$31.8K
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
328+ 200.0% |
$29.9K - $30.1K
|
492
$45.2K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
322New |
$29.4K - $29.6K
|
322
$29.6K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
319+ 3.0% |
$29.1K - $29.3K
|
11K
$1.01M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
316+ 11.23% |
$28.8K - $29K
|
3.13K
$287K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
311+ 10.36% |
$28.4K - $28.6K
|
3.31K
$304K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
307+ 10.81% |
$28K - $28.2K
|
3.15K
$289K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
300New |
$27.4K - $27.6K
|
300
$27.5K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
282+ 266.04% |
$25.7K - $25.9K
|
388
$35.6K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
272+ 10.14% |
$24.8K - $25K
|
2.96K
$271K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
265+ 11.83% |
$24.2K - $24.3K
|
2.51K
$230K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
262New |
$23.9K - $24.1K
|
262
$24K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
230New |
$21K - $21.1K
|
230
$21.1K
|