Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
780New |
$71.3K - $71.6K
|
780
$71.5K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
777+ 1.7% |
$71.1K - $71.3K
|
46.4K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
763+ 17.12% |
$69.8K - $70K
|
5.22K
$478K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
756+ 9.38% |
$69.1K - $69.4K
|
8.81K
$808K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
729+ 27.49% |
$66.7K - $66.9K
|
3.38K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
728+ 20.46% |
$66.6K - $66.8K
|
4.29K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
674+ 22.5% |
$61.6K - $61.8K
|
3.67K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
645New |
$59K - $59.2K
|
645
$59.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
604+ 19.55% |
$55.2K - $55.4K
|
3.69K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
599+ 0.75% |
$54.8K - $55K
|
80.2K
$7.35M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
572+ 3.26% |
$52.3K - $52.5K
|
18.1K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
571+ 80.42% |
$52.2K - $52.4K
|
1.28K
$117K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
566New |
$51.8K - $51.9K
|
566
$51.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
546+ 6.58% |
$49.9K - $50.1K
|
8.85K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
514+ 2.55% |
$47K - $47.2K
|
20.7K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
500+ 15.66% |
$45.7K - $45.9K
|
3.69K
$338K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
495+ 4.16% |
$45.3K - $45.4K
|
12.4K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
484+ 7.99% |
$44.3K - $44.4K
|
6.54K
$600K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
481+ 13.5% |
$44K - $44.1K
|
4.04K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
466+ 5.21% |
$42.6K - $42.8K
|
9.41K
$862K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
450+ 1.32% |
$41.2K - $41.3K
|
34.5K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
435New |
$39.8K - $39.9K
|
435
$39.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
421+ 6.8% |
$38.5K - $38.6K
|
6.61K
$606K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
409+ 7.45% |
$37.4K - $37.5K
|
5.9K
$540K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
377New |
$34.5K - $34.6K
|
377
$34.5K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
377+ 2.15% |
$34.5K - $34.6K
|
17.9K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
371+ 0.21% |
$33.9K - $34K
|
175K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
370+ 8.93% |
$33.8K - $33.9K
|
4.51K
$414K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
348+ 11.46% |
$31.8K - $31.9K
|
3.39K
$310K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
343+ 4.39% |
$31.4K - $31.5K
|
8.15K
$747K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
333+ 9.17% |
$30.5K - $30.6K
|
3.96K
$363K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
331+ 8.89% |
$30.3K - $30.4K
|
4.05K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
327New |
$29.9K - $30K
|
327
$30K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
317+ 8.26% |
$29K - $29.1K
|
4.15K
$381K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
307+ 4.39% |
$28.1K - $28.2K
|
7.31K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
305+ 10166.67% |
$27.9K - $28K
|
308
$28.2K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
298+ 6.16% |
$27.3K - $27.3K
|
5.14K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
278+ 25.32% |
$25.4K - $25.5K
|
1.38K
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
264+ 0.96% |
$24.1K - $24.2K
|
27.7K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
260+ 3.1% |
$23.8K - $23.9K
|
8.63K
$791K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
255+ 3.0% |
$23.3K - $23.4K
|
8.76K
$803K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
242+ 384.13% |
$22.1K - $22.2K
|
305
$28K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
241+ 69.45% |
$22K - $22.1K
|
588
$53.9K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
226+ 2.95% |
$20.7K - $20.7K
|
7.88K
$722K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
220+ 0.54% |
$20.1K - $20.2K
|
40.8K
$3.74M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
219+ 5.93% |
$20K - $20.1K
|
3.91K
$358K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
213+ 1.33% |
$19.5K - $19.5K
|
16.2K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
197New |
$18K - $18.1K
|
197
$18.1K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
182+ 1.15% |
$16.6K - $16.7K
|
16K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
180+ 1.32% |
$16.5K - $16.5K
|
13.8K
$1.27M
|