Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
409+ 7.05% |
$37.4K - $37.6K
|
6.21K
$568K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
389+ 0.33% |
$35.6K - $35.7K
|
120K
$11M
|
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
387+ 0.44% |
$35.4K - $35.5K
|
87.9K
$8.04M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
384New |
$35.1K - $35.3K
|
384
$35.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
360New |
$32.9K - $33.1K
|
360
$33K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
354+ 70.24% |
$32.4K - $32.5K
|
858
$78.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
351+ 1.92% |
$32.1K - $32.2K
|
18.6K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
283+ 3.95% |
$25.9K - $26K
|
7.46K
$682K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
281+ 1.62% |
$25.7K - $25.8K
|
17.6K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
260+ 20.83% |
$23.8K - $23.9K
|
1.51K
$138K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
256+ 1.26% |
$23.4K - $23.5K
|
20.5K
$1.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
239+ 143.98% |
$21.9K - $22K
|
405
$37.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
222+ 0.23% |
$20.3K - $20.4K
|
96.8K
$8.86M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
206+ 6.29% |
$18.8K - $18.9K
|
3.48K
$319K
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
204+ 1.65% |
$18.7K - $18.7K
|
12.6K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
183+ 3.69% |
$16.7K - $16.8K
|
5.14K
$470K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
143+ 0.63% |
$13.1K - $13.1K
|
22.9K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
136+ 0.46% |
$12.4K - $12.5K
|
29.9K
$2.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
132New |
$12.1K - $12.1K
|
132
$12.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
127+ 0.01% |
$11.6K - $11.7K
|
1.6M
$146M
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
125+ 23.19% |
$11.4K - $11.5K
|
664
$60.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
120+ 0.58% |
$11K - $11K
|
20.9K
$1.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
118+ 0.48% |
$10.8K - $10.8K
|
24.6K
$2.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
107New |
$9.78K - $9.83K
|
107
$9.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
107+ 16.61% |
$9.78K - $9.83K
|
751
$68.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
103+ 8.34% |
$9.42K - $9.46K
|
1.34K
$122K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
89+ 3.67% |
$8.14K - $8.18K
|
2.51K
$230K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
88+ 3.58% |
$8.05K - $8.08K
|
2.54K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
88+ 3.58% |
$8.05K - $8.08K
|
2.54K
$233K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
85+ 1.76% |
$7.77K - $7.81K
|
4.93K
$451K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
77+ 1.22% |
$7.04K - $7.07K
|
6.4K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
71+ 16.67% |
$6.49K - $6.52K
|
497
$45.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
70+ 1.28% |
$6.4K - $6.43K
|
5.54K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
66New |
$6.03K - $6.06K
|
66
$6.04K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
63New |
$5.76K - $5.79K
|
63
$5.77K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
62+ 1.3% |
$5.67K - $5.7K
|
4.81K
$441K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
58+ 1.21% |
$5.3K - $5.33K
|
4.86K
$445K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
53+ 1.36% |
$4.85K - $4.87K
|
3.96K
$363K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
50+ 2.17% |
$4.57K - $4.59K
|
2.35K
$215K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
29+ 7.75% |
$2.65K - $2.66K
|
403
$36.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
24New |
$2.19K - $2.2K
|
24
$2.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
24+ 1.31% |
$2.19K - $2.2K
|
1.86K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
20+ 0.56% |
$1.83K - $1.84K
|
3.57K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.34% |
$1.37K - $1.38K
|
4.37K
$400K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10+ 1.23% |
$914 - $919
|
824
$75.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7+ 0.08% |
$640 - $643
|
8.92K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
6+ 0.03% |
$549 - $551
|
18K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.01% |
$549 - $551
|
61.1K
$5.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
6+ 0.27% |
$549 - $551
|
2.22K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.01% |
$183 - $184
|
21.1K
$1.93M
|