Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
300+ 6.8% |
$27.4K - $27.6K
|
4.71K
$430K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
275+ 10.45% |
$25.1K - $25.3K
|
2.91K
$266K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
242New |
$22.1K - $22.2K
|
242
$22.1K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
234New |
$21.4K - $21.5K
|
234
$21.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
226New |
$20.7K - $20.8K
|
226
$20.6K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
218+ 8.72% |
$19.9K - $20K
|
2.72K
$248K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
217+ 109.6% |
$19.8K - $19.9K
|
415
$37.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
202+ 2.78% |
$18.5K - $18.6K
|
7.47K
$683K
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
120+ 0.95% |
$11K - $11K
|
12.7K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
109New |
$9.96K - $10K
|
109
$9.96K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
105+ 0.51% |
$9.6K - $9.64K
|
20.6K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
104New |
$9.51K - $9.55K
|
104
$9.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$9.14K - $9.18K
|
100
$9.14K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
97New |
$8.87K - $8.91K
|
97
$8.86K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
93+ 2.54% |
$8.5K - $8.54K
|
3.75K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
81New |
$7.4K - $7.44K
|
81
$7.4K
|
|
|
May 09, 2023
Q1 2023
|
Titan Capital Management, LLC
|
BUY
|
- |
80+ 0.05% |
$7.31K - $7.35K
|
159K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
77New |
$7.04K - $7.07K
|
77
$7.04K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
76+ 1.4% |
$6.95K - $6.98K
|
5.5K
$502K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
72+ 2.18% |
$6.58K - $6.61K
|
3.37K
$308K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
70+ 18.23% |
$6.4K - $6.43K
|
454
$41.5K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
65+ 2.57% |
$5.94K - $5.97K
|
2.6K
$237K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
60New |
$5.48K - $5.51K
|
60
$5.48K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
59+ 3.91% |
$5.39K - $5.42K
|
1.57K
$143K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
49New |
$4.48K - $4.5K
|
49
$4.48K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 36.36% |
$4.39K - $4.41K
|
180
$16.4K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42New |
$3.84K - $3.86K
|
42
$3.84K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
42New |
$3.84K - $3.86K
|
42
$3.84K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
40New |
$3.66K - $3.67K
|
40
$3.65K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
35New |
$3.2K - $3.21K
|
35
$3.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
34+ 0.13% |
$3.11K - $3.12K
|
27.1K
$2.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
25+ 0.65% |
$2.29K - $2.3K
|
3.87K
$354K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
21New |
$1.92K - $1.93K
|
21
$1.92K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
15+ 0.14% |
$1.37K - $1.38K
|
10.9K
$993K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10+ 0.24% |
$914 - $918
|
4.09K
$374K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.63% |
$366 - $367
|
637
$58.2K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.01% |
$274 - $276
|
25.4K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2+ 0.02% |
$183 - $184
|
9.35K
$854K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.36% |
$183 - $184
|
560
$51.2K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$91.4 - $91.8
|
1
$91.4
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.1% |
$91.4 - $91.8
|
92
$8.41K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$91.4 - $91.8
|
213
$19.5K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-19- 0.21% |
$1.74K - $1.74K
|
9.08K
$829K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22- 0.55% |
$2.01K - $2.02K
|
3.97K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-22- 0.07% |
$2.01K - $2.02K
|
29.8K
$2.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 9.6% |
$2.65K - $2.66K
|
273
$24.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-31- 8.07% |
$2.83K - $2.85K
|
353
$32.3K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 9.04% |
$3.02K - $3.03K
|
332
$30.3K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-52- 1.06% |
$4.75K - $4.78K
|
4.83K
$442K
|