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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
384New |
$35.1K - $35.2K
|
384
$35.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
383+ 8.07% |
$35K - $35.1K
|
5.13K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
381+ 10.08% |
$34.8K - $34.9K
|
4.16K
$382K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
379New |
$34.6K - $34.7K
|
379
$34.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
370+ 2642.86% |
$33.8K - $33.9K
|
384
$35.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
324New |
$29.6K - $29.7K
|
324
$29.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
300New |
$27.4K - $27.5K
|
300
$27.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
291+ 0.99% |
$26.6K - $26.7K
|
29.8K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
282+ 4.12% |
$25.8K - $25.9K
|
7.13K
$654K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
248New |
$22.6K - $22.7K
|
248
$22.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
242+ 76.58% |
$22.1K - $22.2K
|
558
$51.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
232+ 0.11% |
$21.2K - $21.3K
|
204K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
226+ 0.56% |
$20.6K - $20.7K
|
40.3K
$3.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
214+ 9.66% |
$19.5K - $19.6K
|
2.43K
$223K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
211New |
$19.3K - $19.3K
|
211
$19.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
206New |
$18.8K - $18.9K
|
206
$18.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
198+ 5.07% |
$18.1K - $18.2K
|
4.1K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
194+ 3.01% |
$17.7K - $17.8K
|
6.63K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
177+ 0.82% |
$16.2K - $16.2K
|
21.8K
$2M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
165+ 20.63% |
$15.1K - $15.1K
|
965
$88.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
161+ 1.73% |
$14.7K - $14.8K
|
9.49K
$871K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
142New |
$13K - $13K
|
142
$13K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
141+ 47.16% |
$12.9K - $12.9K
|
440
$40.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
140+ 4.76% |
$12.8K - $12.8K
|
3.08K
$283K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
130+ 1.04% |
$11.9K - $11.9K
|
12.6K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
128New |
$11.7K - $11.7K
|
128
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
110New |
$10K - $10.1K
|
110
$10.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
104+ 4.08% |
$9.5K - $9.53K
|
2.65K
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 625.0% |
$9.13K - $9.17K
|
116
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
95+ 0.98% |
$8.68K - $8.71K
|
9.81K
$900K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
78+ 58.21% |
$7.12K - $7.15K
|
212
$19.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
75+ 0.24% |
$6.85K - $6.88K
|
31.3K
$2.87M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
75+ 0.24% |
$6.85K - $6.88K
|
31.3K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
66+ 1.46% |
$6.03K - $6.05K
|
4.58K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
60+ 1.67% |
$5.48K - $5.5K
|
3.66K
$335K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
37+ 0.97% |
$3.38K - $3.39K
|
3.85K
$353K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 0.6% |
$2.74K - $2.75K
|
5.07K
$465K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 0.37% |
$2.37K - $2.38K
|
6.99K
$641K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
15+ 0.62% |
$1.37K - $1.38K
|
2.42K
$222K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
8New |
$731 - $733
|
8
$734
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7New |
$639 - $642
|
7
$642
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7New |
$639 - $642
|
7
$642
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6+ 0.1% |
$548 - $550
|
6.11K
$561K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$365 - $367
|
4.05K
$372K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.55% |
$183 - $183
|
365
$33.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.64% |
$91.3 - $91.7
|
62
$5.69K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 3.57% |
$274 - $275
|
81
$7.43K
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-3- 0.06% |
$274 - $275
|
4.65K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.13% |
$457 - $458
|
3.99K
$366K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8- 0.15% |
$731 - $733
|
5.17K
$474K
|