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 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
16.9K+ 12.4% |
$1.54M - $1.55M
|
153K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16.6KNew |
$1.51M - $1.52M
|
16.6K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.5K+ 10.1% |
$1.51M - $1.52M
|
180K
$16.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
15.4K+ 20.16% |
$1.4M - $1.41M
|
91.7K
$8.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15.3K+ 106.71% |
$1.4M - $1.41M
|
29.7K
$2.71M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
15.3KNew |
$1.39M - $1.4M
|
15.3K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15KNew |
$1.37M - $1.38M
|
15K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14.9K+ 1784.17% |
$1.36M - $1.37M
|
15.7K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
14.9K+ 15.08% |
$1.35M - $1.36M
|
113K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
14.7K+ 18.31% |
$1.34M - $1.35M
|
94.7K
$8.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
14.6KNew |
$1.34M - $1.35M
|
14.6K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.5K+ 19.78% |
$1.32M - $1.33M
|
87.8K
$8.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
14.5K+ 479.79% |
$1.32M - $1.33M
|
17.5K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
14.4KNew |
$1.31M - $1.32M
|
14.4K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
14.2KNew |
$1.29M - $1.3M
|
14.2K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.1K+ 2122.81% |
$1.28M - $1.29M
|
14.7K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
14KNew |
$1.28M - $1.29M
|
14K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
13.8K+ 3.87% |
$1.26M - $1.27M
|
370K
$33.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
13.5K+ 1.72% |
$1.23M - $1.24M
|
795K
$72.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
13.4K+ 27.37% |
$1.22M - $1.23M
|
62.1K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
13.1K+ 3.64% |
$1.19M - $1.2M
|
371K
$33.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13K+ 112.74% |
$1.19M - $1.2M
|
24.6K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
13K+ 11.34% |
$1.18M - $1.19M
|
127K
$11.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
12.9K+ 125.05% |
$1.18M - $1.19M
|
23.2K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
12.5K+ 25.61% |
$1.14M - $1.15M
|
61.5K
$5.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 113.38% |
$1.14M - $1.15M
|
23.6K
$2.15M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
12.2KNew |
$1.11M - $1.12M
|
12.2K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12.2KNew |
$1.11M - $1.12M
|
12.2K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.1K+ 6.61% |
$1.11M - $1.11M
|
196K
$17.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 487.98% |
$1.07M - $1.08M
|
14.2K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$1.07M - $1.08M
|
11.7K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
11.5K+ 7.39% |
$1.05M - $1.06M
|
168K
$15.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11.5KNew |
$1.05M - $1.06M
|
11.5K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
11.4K+ 11.15% |
$1.04M - $1.04M
|
113K
$10.3M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.3KNew |
$1.03M - $1.04M
|
11.3K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
11.3K+ 34.62% |
$1.03M - $1.04M
|
43.8K
$4.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.2KNew |
$1.02M - $1.03M
|
11.2K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1K+ 92.43% |
$1.02M - $1.02M
|
23.2K
$2.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10.7KNew |
$972K - $978K
|
10.7K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
10.6K+ 62.68% |
$963K - $970K
|
27.4K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.3K+ 81.52% |
$939K - $945K
|
22.9K
$2.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$915K - $921K
|
10K
$916K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.91K+ 42.32% |
$904K - $910K
|
33.3K
$3.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.9K+ 9.15% |
$903K - $910K
|
118K
$10.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
9.77K+ 22.03% |
$891K - $897K
|
54.1K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
9.74K+ 303.62% |
$888K - $894K
|
12.9K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
9.7KNew |
$884K - $890K
|
9.7K
$886K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.66K+ 22.1% |
$881K - $887K
|
53.3K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.56K+ 128.29% |
$872K - $878K
|
17K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.54KNew |
$870K - $876K
|
9.54K
$872K
|