Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.19K+ 118600.0% |
$108K - $109K
|
1.19K
$109K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.16K+ 0.55% |
$106K - $107K
|
211K
$19.3M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 7.92% |
$106K - $106K
|
15.8K
$1.45M
|
|
Jul 10, 2023
Q2 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.1K+ 23.35% |
$101K - $101K
|
5.81K
$533K
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.06K+ 8.97% |
$96.6K - $97.1K
|
12.8K
$1.18M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.06K+ 17.12% |
$96.4K - $96.9K
|
7.22K
$662K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.06K+ 317.77% |
$96.4K - $96.9K
|
1.39K
$127K
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
980+ 2.69% |
$89.6K - $90K
|
37.4K
$3.43M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
955+ 14.99% |
$87.3K - $87.7K
|
7.33K
$672K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
948+ 1.27% |
$86.7K - $87K
|
75.8K
$6.95M
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
915New |
$83.6K - $84K
|
915
$83.9K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
864+ 11.87% |
$79K - $79.3K
|
8.15K
$747K
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
850+ 1.59% |
$77.7K - $78K
|
54.3K
$4.98M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
814New |
$74.4K - $74.7K
|
814
$74.7K
|
|
Aug 08, 2023
Q2 2023
|
Prospect Hill Management, LLC
|
BUY
|
- |
800+ 16.0% |
$73.1K - $73.5K
|
5.8K
$532K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
775+ 70.01% |
$70.8K - $71.2K
|
1.88K
$173K
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
766+ 27.53% |
$70K - $70.3K
|
3.55K
$325K
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
746+ 0.35% |
$68.2K - $68.5K
|
213K
$19.5M
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
740+ 21.33% |
$67.6K - $67.9K
|
4.21K
$386K
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
678+ 0.32% |
$62K - $62.3K
|
211K
$19.3M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
658New |
$60.1K - $60.4K
|
658
$60.4K
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
651+ 29.39% |
$59.5K - $59.8K
|
2.87K
$263K
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
650+ 3.4% |
$59.4K - $59.7K
|
19.8K
$1.81M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
648+ 0.85% |
$59.2K - $59.5K
|
76.8K
$7.04M
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
616+ 3.93% |
$56.3K - $56.6K
|
16.3K
$1.49M
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
609+ 7.34% |
$55.7K - $55.9K
|
8.91K
$817K
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
573+ 0.35% |
$52.4K - $52.6K
|
167K
$15.3M
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
550+ 13.25% |
$50.3K - $50.5K
|
4.7K
$431K
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
510+ 4.01% |
$46.6K - $46.8K
|
13.2K
$1.21M
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
508+ 2.12% |
$46.4K - $46.6K
|
24.5K
$2.25M
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
468+ 4.57% |
$42.8K - $43K
|
10.7K
$982K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
467New |
$42.7K - $42.9K
|
467
$42.8K
|
|
Aug 10, 2023
Q2 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
455+ 2.8% |
$41.6K - $41.8K
|
16.7K
$1.53M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
435+ 725.0% |
$39.8K - $39.9K
|
495
$45.4K
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
435+ 13.96% |
$39.8K - $39.9K
|
3.55K
$326K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
432+ 53.8% |
$39.5K - $39.7K
|
1.24K
$113K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
418+ 0.14% |
$38.2K - $38.4K
|
301K
$27.6M
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
387+ 17.17% |
$35.4K - $35.5K
|
2.64K
$242K
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
384+ 9.68% |
$35.1K - $35.3K
|
4.35K
$399K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
381+ 80.21% |
$34.8K - $35K
|
856
$78.5K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
378+ 2.45% |
$34.6K - $34.7K
|
15.8K
$1.45M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
378New |
$34.6K - $34.7K
|
378
$34.7K
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
376+ 17.1% |
$34.4K - $34.5K
|
2.58K
$236K
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
365+ 0.2% |
$33.4K - $33.5K
|
183K
$16.8M
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
365+ 0.2% |
$33.4K - $33.5K
|
183K
$16.8M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
352+ 3.15% |
$32.2K - $32.3K
|
11.5K
$1.06M
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
327+ 10.01% |
$29.9K - $30K
|
3.59K
$330K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
323New |
$29.5K - $29.7K
|
323
$29.6K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
301+ 30100.0% |
$27.5K - $27.6K
|
302
$27.7K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
300New |
$27.4K - $27.5K
|
300
$27.5K
|