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 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.76K- 19.12% |
$253K - $253K
|
11.7K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-2.8K- 32.05% |
$256K - $256K
|
5.93K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-2.87K- 13.41% |
$262K - $263K
|
18.5K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.87K- 15.32% |
$262K - $263K
|
15.9K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.9K- 7.84% |
$265K - $266K
|
34.1K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.93K- 11.77% |
$268K - $268K
|
21.9K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 39.35% |
$268K - $269K
|
4.53K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.98K- 44.1% |
$272K - $273K
|
3.77K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.05K- 55.03% |
$279K - $280K
|
2.49K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Saratoga Research & Investment Management
|
SELL
|
- |
-3.12K- 1.22% |
$286K - $287K
|
253K
$23.2M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.18K- 47.28% |
$291K - $292K
|
3.54K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-3.21K- 6.05% |
$293K - $294K
|
49.8K
$4.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.26K- 39.37% |
$298K - $299K
|
5.02K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.33K- 5.26% |
$305K - $306K
|
60.1K
$5.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.39K- 43.0% |
$310K - $311K
|
4.5K
$412K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.41K- 31.18% |
$312K - $313K
|
7.53K
$689K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.51K- 43.56% |
$321K - $322K
|
4.55K
$417K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-3.57K- 12.37% |
$326K - $328K
|
25.3K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.6K- 12.24% |
$329K - $330K
|
25.8K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-3.62K- 1.98% |
$331K - $332K
|
180K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.73K- 9.1% |
$341K - $342K
|
37.2K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.76K- 2.87% |
$344K - $345K
|
127K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-3.88K- 95.84% |
$354K - $356K
|
168
$15.4K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-3.89K- 41.59% |
$355K - $357K
|
5.46K
$500K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.91K- 6.48% |
$357K - $358K
|
56.4K
$5.16M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-3.93K- 3.22% |
$359K - $360K
|
118K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.08K- 56.75% |
$373K - $375K
|
3.11K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.11K- 11.56% |
$376K - $377K
|
31.4K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.12K- 5.86% |
$377K - $378K
|
66.1K
$6.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.25K- 1.68% |
$388K - $390K
|
248K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.37K- 49.14% |
$399K - $401K
|
4.52K
$414K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.41K- 22.82% |
$403K - $405K
|
14.9K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.43K- 11.73% |
$405K - $407K
|
33.4K
$3.06M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-4.45K- 15.28% |
$407K - $408K
|
24.6K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.49K- 0.84% |
$411K - $412K
|
529K
$48.4M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.54K- 2.31% |
$415K - $417K
|
192K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4.6K- 33.82% |
$421K - $422K
|
9K
$824K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.7K- 23.03% |
$430K - $432K
|
15.7K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-4.73K- 21.91% |
$432K - $434K
|
16.9K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.84K- 13.36% |
$442K - $444K
|
31.4K
$2.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.98K- 56.44% |
$455K - $456K
|
3.84K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4.98K- 6.6% |
$456K - $457K
|
70.5K
$6.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-5.12K- 4.96% |
$469K - $470K
|
98.2K
$8.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Kopion Asset Management, LLC
|
SELL
|
- |
-5.14K- 14.63% |
$470K - $471K
|
30K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.14K- 7.38% |
$470K - $472K
|
64.6K
$5.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-5.27K- 37.72% |
$482K - $484K
|
8.71K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.44K- 12.45% |
$497K - $499K
|
38.2K
$3.5M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.52K- 6.89% |
$505K - $506K
|
74.6K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-5.56K- 24.65% |
$508K - $510K
|
17K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.63K- 16.76% |
$515K - $517K
|
28K
$2.56M
|