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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
173K+ 88.03% |
$15.8M - $15.9M
|
370K
$33.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
172KNew |
$15.7M - $15.8M
|
172K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
168K+ 922.34% |
$15.4M - $15.5M
|
187K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
166KNew |
$15.1M - $15.2M
|
166K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
159K+ 107.13% |
$14.5M - $14.6M
|
308K
$28.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
152K+ 2880.08% |
$13.9M - $14M
|
158K
$14.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
146KNew |
$13.3M - $13.4M
|
146K
$13.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
141K+ 1554.46% |
$12.9M - $13M
|
150K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
138K+ 2.09% |
$12.6M - $12.7M
|
6.74M
$616M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
131K+ 22.65% |
$11.9M - $12M
|
708K
$64.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
130KNew |
$11.9M - $11.9M
|
130K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
128K+ 29.68% |
$11.7M - $11.8M
|
561K
$51.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
127K+ 96.57% |
$11.6M - $11.7M
|
259K
$23.6M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
125KNew |
$11.4M - $11.5M
|
125K
$11.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
124K+ 1427.7% |
$11.3M - $11.4M
|
133K
$12.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
121K+ 30.53% |
$11.1M - $11.1M
|
519K
$47.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
120K+ 702.54% |
$11M - $11M
|
137K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120K+ 123.91% |
$10.9M - $11M
|
217K
$19.8M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
113K+ 39.78% |
$10.3M - $10.4M
|
397K
$36.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
113KNew |
$10.3M - $10.4M
|
113K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
113K+ 103.58% |
$10.3M - $10.4M
|
222K
$20.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
110K+ 12.26% |
$10.1M - $10.1M
|
1.01M
$92.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
109K+ 595.54% |
$9.95M - $10M
|
127K
$11.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
105K+ 28.61% |
$9.55M - $9.62M
|
471K
$43M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
105KNew |
$9.55M - $9.62M
|
105K
$9.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
103K+ 7716.37% |
$9.42M - $9.48M
|
105K
$9.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
103KNew |
$9.4M - $9.47M
|
103K
$9.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
103K+ 104.53% |
$9.38M - $9.44M
|
201K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
101K+ 13.05% |
$9.18M - $9.25M
|
872K
$79.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
99.9K+ 43.61% |
$9.11M - $9.17M
|
329K
$30M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
99.5KNew |
$9.08M - $9.14M
|
99.5K
$9.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
96.8K+ 63.15% |
$8.83M - $8.89M
|
250K
$22.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
94.1K+ 231.74% |
$8.58M - $8.64M
|
135K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
93.3K+ 2131.84% |
$8.51M - $8.57M
|
97.6K
$8.92M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
93.1KNew |
$8.49M - $8.55M
|
93.1K
$8.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
92.9K+ 82.45% |
$8.47M - $8.53M
|
206K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
92.9KNew |
$8.47M - $8.53M
|
92.9K
$8.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
91.7K+ 12.93% |
$8.37M - $8.43M
|
801K
$73.2M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
91.2K+ 63.46% |
$8.32M - $8.38M
|
235K
$21.5M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
87.4KNew |
$7.97M - $8.02M
|
87.4K
$7.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
83.4KNew |
$7.61M - $7.66M
|
83.4K
$7.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
78K+ 842.23% |
$7.12M - $7.16M
|
87.3K
$7.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
76.5K+ 39.33% |
$6.98M - $7.03M
|
271K
$24.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
74.2K+ 35.4% |
$6.76M - $6.81M
|
284K
$25.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
72.8KNew |
$6.64M - $6.68M
|
72.8K
$6.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67.8K+ 41.95% |
$6.19M - $6.23M
|
229K
$21M
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
67.6K+ 55.59% |
$6.16M - $6.21M
|
189K
$17.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
63K+ 78.23% |
$5.75M - $5.79M
|
144K
$13.1M
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
59.6KNew |
$5.44M - $5.47M
|
59.6K
$5.44M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
59.2K+ 80.64% |
$5.4M - $5.44M
|
133K
$12.1M
|