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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
54.7K+ 84.43% |
$5M - $5.03M
|
120K
$10.9M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
53.4K+ 20.42% |
$4.88M - $4.9M
|
315K
$28.8M
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
52.9K+ 5.6% |
$4.83M - $4.85M
|
996K
$91M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
50.3KNew |
$4.6M - $4.62M
|
50.3K
$4.59M
|
|
Jun 14, 2024
Q1 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
47.6K+ 66.08% |
$4.35M - $4.37M
|
120K
$10.9M
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
44.5K+ 44.66% |
$4.07M - $4.09M
|
144K
$13.2M
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
44.2KNew |
$4.04M - $4.06M
|
44.2K
$4.04M
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
43.4KNew |
$3.97M - $3.99M
|
43.4K
$3.97M
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
41.1K+ 40.42% |
$3.75M - $3.77M
|
143K
$13M
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
40.6K+ 307.89% |
$3.71M - $3.73M
|
53.8K
$4.91M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.4K+ 69.77% |
$3.6M - $3.62M
|
95.9K
$8.76M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
38.1K+ 1511.94% |
$3.48M - $3.5M
|
40.6K
$3.71M
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
37.6KNew |
$3.44M - $3.45M
|
37.6K
$3.43M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.5K+ 43.75% |
$3.34M - $3.35M
|
120K
$11M
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
36.4K+ 23.56% |
$3.33M - $3.34M
|
191K
$17.4M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
36.4K+ 6.07% |
$3.32M - $3.34M
|
636K
$58.1M
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
36.3K+ 95.59% |
$3.32M - $3.34M
|
74.4K
$6.79M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
35.7K+ 2.3% |
$3.27M - $3.28M
|
1.59M
$145M
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
34.9K+ 239.97% |
$3.19M - $3.2M
|
49.4K
$4.51M
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
34.9K+ 24.15% |
$3.19M - $3.2M
|
179K
$16.4M
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
34K+ 552.23% |
$3.1M - $3.12M
|
40.1K
$3.66M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
33.3K+ 27.75% |
$3.04M - $3.06M
|
153K
$14M
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
32.9K+ 60.89% |
$3.01M - $3.02M
|
87K
$7.95M
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
32.7KNew |
$2.99M - $3M
|
32.7K
$2.99M
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
32.1K+ 106.57% |
$2.93M - $2.94M
|
62.1K
$5.68M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.6KNew |
$2.89M - $2.9M
|
31.6K
$2.89M
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
31.6K+ 7.27% |
$2.89M - $2.9M
|
466K
$42.6M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
30.4K+ 69.89% |
$2.78M - $2.79M
|
73.9K
$6.75M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
30.2K+ 36.39% |
$2.76M - $2.77M
|
113K
$10.3M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30.1K+ 108.44% |
$2.75M - $2.77M
|
57.9K
$5.29M
|
|
May 12, 2023
Q1 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
28.3K+ 61.86% |
$2.58M - $2.6M
|
74K
$6.76M
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
27.7KNew |
$2.53M - $2.54M
|
27.7K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
27.6KNew |
$2.52M - $2.53M
|
27.6K
$2.52M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
27.4K+ 126.08% |
$2.5M - $2.51M
|
49.1K
$4.48M
|
|
May 15, 2023
Q1 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
27.2KNew |
$2.49M - $2.5M
|
27.2K
$2.49M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
27K+ 61.64% |
$2.47M - $2.48M
|
70.8K
$6.47M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
27K+ 36.51% |
$2.47M - $2.48M
|
101K
$9.22M
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
26.6KNew |
$2.43M - $2.44M
|
26.6K
$2.43M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.7K+ 1.63% |
$2.35M - $2.36M
|
1.6M
$146M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.6K+ 141.54% |
$2.34M - $2.35M
|
43.7K
$3.99M
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
25.4K+ 66.28% |
$2.32M - $2.33M
|
63.6K
$5.81M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.2K+ 44.65% |
$2.3M - $2.32M
|
81.7K
$7.46M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
25.2KNew |
$2.3M - $2.32M
|
25.2K
$2.3M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.9K+ 6.36% |
$2.28M - $2.29M
|
416K
$38M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
24.2KNew |
$2.22M - $2.23M
|
24.2K
$2.21M
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
24.1K+ 308.24% |
$2.2M - $2.21M
|
31.9K
$2.91M
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
24KNew |
$2.19M - $2.2M
|
24K
$2.19M
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
23.6K+ 198.16% |
$2.16M - $2.17M
|
35.5K
$3.25M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23.6KNew |
$2.15M - $2.16M
|
23.6K
$2.15M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
23.3KNew |
$2.13M - $2.14M
|
23.3K
$2.13M
|