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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
164New |
$15K - $15K
|
164
$15K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
161+ 0.63% |
$14.7K - $14.8K
|
25.6K
$2.34M
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
150+ 0.65% |
$13.7K - $13.8K
|
23.2K
$2.13M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
150+ 6.58% |
$13.7K - $13.8K
|
2.43K
$223K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
140+ 0.02% |
$12.8K - $12.8K
|
697K
$63.9M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
135New |
$12.3K - $12.4K
|
135
$12.4K
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
120New |
$11K - $11K
|
120
$11K
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
116+ 3.75% |
$10.6K - $10.6K
|
3.21K
$294K
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
109+ 0.53% |
$9.97K - $10K
|
20.7K
$1.9M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
108New |
$9.88K - $9.91K
|
108
$9.9K
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
92+ 0.68% |
$8.41K - $8.44K
|
13.7K
$1.26M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 0.18% |
$7.59K - $7.62K
|
46.7K
$4.28M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
83+ 2.21% |
$7.59K - $7.62K
|
3.84K
$352K
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
71New |
$6.49K - $6.51K
|
71
$6.51K
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
71+ 3.18% |
$6.49K - $6.51K
|
2.31K
$211K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
70New |
$6.4K - $6.42K
|
70
$6.41K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
68+ 3.21% |
$6.22K - $6.24K
|
2.19K
$201K
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
64+ 1.77% |
$5.85K - $5.87K
|
3.68K
$337K
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
59+ 0.43% |
$5.4K - $5.41K
|
13.8K
$1.27M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55New |
$5.03K - $5.05K
|
55
$5.04K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
54New |
$4.94K - $4.95K
|
54
$4.95K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
51+ 127.5% |
$4.66K - $4.68K
|
91
$8.34K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50+ 0.17% |
$4.57K - $4.59K
|
29.4K
$2.69M
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
50+ 1.31% |
$4.57K - $4.59K
|
3.87K
$355K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
43New |
$3.93K - $3.95K
|
43
$3.94K
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
43+ 0.25% |
$3.93K - $3.95K
|
17.4K
$1.59M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
41New |
$3.75K - $3.76K
|
41
$3.76K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40+ 9.73% |
$3.66K - $3.67K
|
451
$41.3K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
39+ 0.67% |
$3.57K - $3.58K
|
5.82K
$534K
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
38+ 0.67% |
$3.48K - $3.49K
|
5.67K
$520K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
37+ 1.84% |
$3.38K - $3.39K
|
2.05K
$188K
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
36+ 0.51% |
$3.29K - $3.3K
|
7.05K
$646K
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
34+ 0.51% |
$3.11K - $3.12K
|
6.77K
$620K
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
34New |
$3.11K - $3.12K
|
34
$3.12K
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26+ 1.09% |
$2.38K - $2.39K
|
2.4K
$220K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25New |
$2.29K - $2.29K
|
25
$2.29K
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
23+ 0.54% |
$2.1K - $2.11K
|
4.32K
$396K
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22+ 0.69% |
$2.01K - $2.02K
|
3.22K
$295K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22+ 0.59% |
$2.01K - $2.02K
|
3.77K
$346K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
21+ 2.96% |
$1.92K - $1.93K
|
731
$67K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
21+ 8.08% |
$1.92K - $1.93K
|
281
$25.8K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20+ 34.48% |
$1.83K - $1.84K
|
78
$7.15K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
17+ 0.65% |
$1.55K - $1.56K
|
2.62K
$240K
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
15+ 0.33% |
$1.37K - $1.38K
|
4.59K
$420K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 0.68% |
$1.28K - $1.28K
|
2.08K
$191K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
12+ 75.0% |
$1.1K - $1.1K
|
28
$2.57K
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.02% |
$1.1K - $1.1K
|
61.7K
$5.66M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11New |
$1.01K - $1.01K
|
11
$1.01K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9+ 0.35% |
$823 - $826
|
2.61K
$239K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8+ 0.67% |
$732 - $734
|
1.2K
$110K
|