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
Apr 14, 2025 Q1 2025	Park Avenue Securities LLC	BUY	-	10.1K + 4.79%	$926K - $929K	221K $20.3M
Apr 10, 2025 Q1 2025	Alpha Wealth Funds, LLC Park City, UT	BUY	-	10K New	$915K - $918K	10K $917K
Apr 17, 2025 Q1 2025	Strategic Advisors LLC	BUY	-	9.38K + 4.88%	$858K - $861K	202K $18.5M
Apr 16, 2025 Q1 2025	Rfg Holdings, Inc.	BUY	-	9.2K New	$842K - $844K	9.2K $844K
Apr 15, 2025 Q1 2025	Petredis Investment Advisors LLC Warrendale, PA	BUY	-	9.18K New	$840K - $842K	9.18K $842K
Apr 14, 2025 Q1 2025	Upper Left Wealth Management, LLC	BUY	-	8.85K + 25.12%	$810K - $812K	44.1K $4.05M
Apr 04, 2025 Q1 2025	Kings Path Partners LLC Sugar Land, TX	BUY	-	8.85K New	$809K - $812K	8.85K $812K
Apr 11, 2025 Q1 2025	Unique Wealth, LLC Tampa, FL	BUY	-	8.72K + 234.13%	$797K - $800K	12.4K $1.14M
Apr 03, 2025 Q1 2025	First Citizens Financial Corp	BUY	-	8.64K + 126.42%	$790K - $793K	15.5K $1.42M
Apr 11, 2025 Q1 2025	Magnus Financial Group LLC New York, NY	BUY	-	8.38K New	$766K - $769K	8.38K $769K
Apr 08, 2025 Q1 2025	Boston Standard Wealth Management, LLC	BUY	-	7.89K + 27.24%	$721K - $724K	36.8K $3.38M
Apr 17, 2025 Q1 2025	Bay Bridge Capital Group, LLC Pleasanton, CA	BUY	-	7.58K + 88.23%	$693K - $695K	16.2K $1.48M
Apr 10, 2025 Q1 2025	Teamwork Financial Advisors, LLC	BUY	-	7.22K + 3.66%	$661K - $663K	205K $18.8M
Apr 10, 2025 Q1 2025	Salvus Wealth Management, LLC	BUY	-	7.18K + 57.13%	$657K - $659K	19.8K $1.81M
Apr 16, 2025 Q1 2025	American Institute For Advanced Investment Management, LLP	BUY	-	6.52K New	$596K - $598K	6.52K $598K
Apr 16, 2025 Q1 2025	North Crest Asset Manangement, LLC	BUY	-	6.4K + 11.83%	$585K - $587K	60.5K $5.55M
Apr 17, 2025 Q1 2025	Chicago Capital, LLC	BUY	-	6.18K New	$565K - $567K	6.18K $567K
Apr 14, 2025 Q1 2025	Octavia Wealth Advisors, LLC	BUY	-	6.17K + 225.43%	$564K - $566K	8.91K $817K
Apr 09, 2025 Q1 2025	West Financial Advisors, LLC	BUY	-	5.76K + 7.66%	$527K - $529K	81K $7.43M
Apr 17, 2025 Q1 2025	Vivid Wealth Management, LLC West Des Moines, IA	BUY	-	5.48K + 5.01%	$501K - $503K	115K $10.5M
Apr 08, 2025 Q1 2025	Aurora Investment Managers, Llc.	BUY	-	5.34K + 3.43%	$489K - $490K	161K $14.8M
Apr 11, 2025 Q1 2025	Udine Wealth Management, Inc.	BUY	-	5.21K + 1.73%	$476K - $478K	307K $28.1M
Apr 09, 2025 Q1 2025	Ewg Elevate Inc.	BUY	-	5.15K New	$471K - $472K	5.15K $472K
Apr 15, 2025 Q1 2025	Columbia Advisory Partners LLC	BUY	-	4.65K New	$425K - $426K	4.65K $426K
Apr 15, 2025 Q1 2025	Collier Financial Denver, CO	BUY	-	4.45K + 24.27%	$407K - $408K	22.8K $2.09M
Apr 15, 2025 Q1 2025	Capital Advisors, Ltd. LLC	BUY	-	4.1K + 4.72%	$374K - $376K	90.9K $8.34M
Apr 17, 2025 Q1 2025	Sagespring Wealth Partners, LLC Franklin, TN	BUY	-	3.81K + 8.62%	$348K - $349K	48K $4.4M
Apr 14, 2025 Q1 2025	Deane Retirement Strategies, Inc.	BUY	-	3.66K + 539.62%	$335K - $336K	4.34K $398K
Apr 11, 2025 Q1 2025	Strategent Financial, LLC Harrisonburg, VA	BUY	-	3.35K + 10.64%	$306K - $307K	34.8K $3.19M
Apr 18, 2025 Q1 2025	Central Trust CO Jefferson City, MO	BUY	-	3.28K + 300.27%	$300K - $301K	4.37K $401K
Apr 15, 2025 Q1 2025	Gps Wealth Strategies Group, LLC	BUY	-	3.24K + 6.22%	$297K - $298K	55.4K $5.08M
Apr 17, 2025 Q1 2025	Pacific Capital Wealth Advisors, Inc	BUY	-	3.24K + 1.21%	$296K - $297K	271K $24.9M
Apr 15, 2025 Q1 2025	Sterling Investment Management, LLC	BUY	-	3.14K + 4.27%	$288K - $288K	76.7K $7.04M
Apr 10, 2025 Q1 2025	Channel Wealth LLC Santa Barbara, CA	BUY	-	3.13K + 10.75%	$287K - $287K	32.3K $2.96M
Apr 10, 2025 Q1 2025	Morris Retirement Advisors, LLC Parsippany, NJ	BUY	-	3.07K + 3.02%	$281K - $281K	105K $9.6M
Apr 16, 2025 Q1 2025	May Barnhard Investments LLC Bethesda, MD	BUY	-	2.89K + 34.03%	$264K - $265K	11.4K $1.04M
Apr 17, 2025 Q1 2025	Fortitude Advisory Group L.L.C. Gig Harbor, WA	BUY	-	2.88K New	$263K - $264K	2.88K $264K
Apr 10, 2025 Q1 2025	Beacon Financial Group	BUY	-	2.87K + 1.04%	$262K - $263K	277K $25.5M
Apr 14, 2025 Q1 2025	Sentinel Pension Advisors Inc Wakefield, MA	BUY	-	2.84K + 11.34%	$260K - $260K	27.9K $2.56M
Apr 11, 2025 Q1 2025	Procyon Advisors, LLC	BUY	-	2.63K + 101.86%	$241K - $241K	5.22K $478K
Apr 08, 2025 Q1 2025	Marion Wealth Management	BUY	-	2.63K + 23.27%	$240K - $241K	13.9K $1.28M
Apr 14, 2025 Q1 2025	Madden Securities Corp	BUY	-	2.4K New	$219K - $220K	2.4K $220K
Apr 17, 2025 Q1 2025	Gem Asset Management, LLC Plymouth, MI	BUY	-	2.25K New	$206K - $206K	2.25K $206K
Apr 10, 2025 Q1 2025	Lake Street Financial LLC	BUY	-	2.2K New	$201K - $202K	2.2K $202K
Apr 17, 2025 Q1 2025	Lockerman Financial Group, Inc.	BUY	-	1.99K + 86.91%	$182K - $183K	4.28K $393K
Apr 14, 2025 Q1 2025	Harbor Capital Advisors, Inc.	BUY	-	1.69K New	$154K - $155K	1.69K $155K
Apr 17, 2025 Q1 2025	Stephens Consulting, LLC Flint, MI	BUY	-	1.39K + 4.01%	$127K - $127K	36K $3.3M
Apr 16, 2025 Q1 2025	New Century Financial Group, LLC Princeton, NJ	BUY	-	1.32K + 6.87%	$120K - $121K	20.4K $1.88M
Apr 15, 2025 Q1 2025	Magnolia Private Wealth, LLC Philadelphia, PA	BUY	-	1.31K + 14.35%	$119K - $120K	10.4K $954K
Apr 17, 2025 Q1 2025	Solstein Capital, LLC Menlo Park, CA	BUY	-	1.28K New	$117K - $117K	1.28K $117K

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Account

Purchases and Sales Made in Q1 2025 in Spdr Bloomberg 1 3 Month T Bil (BIL)

10.1K

10K

9.38K

9.2K

9.18K

8.85K

8.85K

8.72K

8.64K

8.38K

7.89K

7.58K

7.22K

7.18K

6.52K

6.4K

6.18K

6.17K

5.76K

5.48K

5.34K

5.21K

5.15K

4.65K

4.45K

4.1K

3.81K

3.66K

3.35K

3.28K

3.24K

3.24K

3.14K

3.13K

3.07K

2.89K

2.88K

2.87K

2.84K

2.63K

2.63K

2.4K

2.25K

2.2K

1.99K

1.69K

1.39K

1.32K

1.31K

1.28K

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Institutional Portfolio Updates

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