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 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-598K- 90.93% |
$54.6M - $54.9M
|
59.7K
$5.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-607K- 85.05% |
$55.4M - $55.8M
|
107K
$9.74M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-636K- 69.64% |
$58M - $58.4M
|
277K
$25.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-642K- 38.08% |
$58.6M - $59M
|
1.04M
$95.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-645K- 55.8% |
$58.8M - $59.2M
|
511K
$46.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-697K- 4.32% |
$63.6M - $64M
|
15.4M
$1.41B
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-707K- 69.06% |
$64.5M - $64.9M
|
317K
$28.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-742K- 93.78% |
$67.6M - $68.1M
|
49.2K
$4.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-742K- 13.97% |
$67.7M - $68.2M
|
4.57M
$418M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-750K- 97.7% |
$68.4M - $68.8M
|
17.7K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-770K- 68.8% |
$70.2M - $70.7M
|
349K
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-804K- 81.81% |
$73.3M - $73.8M
|
179K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.2M- 36.71% |
$109M - $110M
|
2.07M
$189M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.37M- 29.6% |
$125M - $125M
|
3.25M
$297M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.66M- 9.72% |
$152M - $153M
|
15.4M
$1.41B
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.75M- 29.8% |
$251M - $252M
|
6.47M
$591M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.03M- 98.91% |
$368M - $370M
|
44.6K
$4.08M
|