Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.57K+ 7.92% |
$235K - $236K
|
35.1K
$3.22M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.51K+ 93.7% |
$230K - $230K
|
5.2K
$477K
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.5KNew |
$228K - $229K
|
2.5K
$229K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.35K+ 45.67% |
$214K - $215K
|
7.48K
$686K
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.32KNew |
$212K - $213K
|
2.32K
$213K
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.28KNew |
$208K - $209K
|
2.28K
$209K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.24K+ 28.13% |
$205K - $206K
|
10.2K
$937K
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.23KNew |
$203K - $204K
|
2.23K
$204K
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.22KNew |
$203K - $203K
|
2.22K
$204K
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
2.21KNew |
$202K - $203K
|
2.21K
$203K
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
2.2KNew |
$201K - $201K
|
2.2K
$202K
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.19KNew |
$200K - $201K
|
2.19K
$201K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.18K+ 6.21% |
$199K - $200K
|
37.3K
$3.42M
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2K+ 63.94% |
$183K - $183K
|
5.13K
$470K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.97K+ 56.85% |
$180K - $180K
|
5.43K
$498K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.91KNew |
$174K - $175K
|
1.91K
$175K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.55K+ 0.33% |
$142K - $142K
|
473K
$43.3M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.51KNew |
$138K - $138K
|
1.51K
$138K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.51KNew |
$138K - $138K
|
1.51K
$138K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.33K+ 97.23% |
$122K - $122K
|
2.71K
$248K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.3K+ 47.42% |
$118K - $119K
|
4.03K
$370K
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.2K+ 2.91% |
$110K - $110K
|
42.4K
$3.89M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$105K - $105K
|
1.15K
$105K
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.12K+ 28.46% |
$103K - $103K
|
5.07K
$465K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.11K+ 2767.5% |
$101K - $101K
|
1.15K
$105K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.11K+ 2767.5% |
$101K - $101K
|
1.15K
$105K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$101K - $101K
|
1.11K
$101K
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
999+ 29.56% |
$91.2K - $91.6K
|
4.38K
$402K
|
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
983+ 31.31% |
$89.8K - $90.1K
|
4.12K
$378K
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
930+ 2.49% |
$84.9K - $85.3K
|
38.3K
$3.51M
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
862+ 11.69% |
$78.7K - $79K
|
8.24K
$755K
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
812+ 9.43% |
$74.2K - $74.4K
|
9.42K
$864K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
786+ 14.77% |
$71.8K - $72.1K
|
6.11K
$560K
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
765+ 18.34% |
$69.9K - $70.1K
|
4.94K
$453K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
764+ 11.66% |
$69.8K - $70K
|
7.31K
$671K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
734New |
$67K - $67.3K
|
734
$67.3K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
694+ 27.54% |
$63.4K - $63.6K
|
3.21K
$295K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
646+ 7.6% |
$59K - $59.2K
|
9.15K
$839K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
639+ 8.02% |
$58.4K - $58.6K
|
8.61K
$789K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
634+ 18.08% |
$57.9K - $58.1K
|
4.14K
$380K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
633New |
$57.8K - $58K
|
633
$58.1K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
627New |
$57.3K - $57.5K
|
627
$57.5K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
617+ 1.47% |
$56.4K - $56.6K
|
42.6K
$3.91M
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
605+ 4.64% |
$55.3K - $55.5K
|
13.6K
$1.25M
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
604+ 0.53% |
$55.2K - $55.4K
|
114K
$10.5M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
602New |
$55K - $55.2K
|
602
$55.2K
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
579+ 2.18% |
$52.9K - $53.1K
|
27.2K
$2.49M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
499New |
$45.6K - $45.7K
|
499
$45.8K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
476+ 238.0% |
$43.5K - $43.6K
|
676
$62K
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
426+ 2.85% |
$38.9K - $39.1K
|
15.4K
$1.41M
|