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 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
9.78K+ 22.08% |
$894K - $897K
|
54.1K
$4.95M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
9.73K+ 15.05% |
$890K - $893K
|
74.4K
$6.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.65K+ 10.71% |
$882K - $885K
|
99.7K
$9.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.61K+ 34.77% |
$879K - $882K
|
37.3K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.51KNew |
$870K - $873K
|
9.51K
$872K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.5K+ 18.62% |
$868K - $871K
|
60.5K
$5.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
9.46K+ 16.14% |
$865K - $868K
|
68.1K
$6.24M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9.41K+ 63.02% |
$860K - $863K
|
24.3K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
9.38K+ 4.88% |
$858K - $861K
|
202K
$18.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
9.34K+ 47.26% |
$855K - $857K
|
29.1K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.3KNew |
$851K - $854K
|
9.3K
$853K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
9.2KNew |
$842K - $844K
|
9.2K
$843K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.18KNew |
$840K - $842K
|
9.18K
$841K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.15K+ 4.31% |
$837K - $839K
|
221K
$20.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
9.08K+ 6.11% |
$830K - $833K
|
158K
$14.5M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.97K+ 21.16% |
$820K - $823K
|
51.3K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.87K+ 40.41% |
$811K - $814K
|
30.8K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.85K+ 25.12% |
$810K - $812K
|
44.1K
$4.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
8.85KNew |
$809K - $812K
|
8.85K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.72K+ 234.13% |
$797K - $800K
|
12.4K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8.7K+ 11.84% |
$796K - $798K
|
82.2K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
8.69K+ 168.9% |
$794K - $797K
|
13.8K
$1.27M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
8.64K+ 126.42% |
$790K - $793K
|
15.5K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.59K+ 197.63% |
$786K - $788K
|
12.9K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.42K+ 4.52% |
$770K - $773K
|
195K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8.39K+ 16.83% |
$767K - $770K
|
58.2K
$5.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.38KNew |
$766K - $769K
|
8.38K
$768K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.17KNew |
$747K - $749K
|
8.17K
$749K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.12KNew |
$742K - $745K
|
8.12K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.01K+ 3.92% |
$733K - $735K
|
213K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.9K+ 35.82% |
$722K - $724K
|
29.9K
$2.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
7.89K+ 27.24% |
$721K - $724K
|
36.8K
$3.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.87K+ 26.63% |
$720K - $722K
|
37.4K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7.82KNew |
$715K - $717K
|
7.82K
$716K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.74K+ 33.3% |
$708K - $710K
|
31K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.64K+ 3.51% |
$698K - $701K
|
225K
$20.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
7.59K+ 34.47% |
$694K - $697K
|
29.6K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
7.58K+ 88.23% |
$693K - $695K
|
16.2K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
7.58K+ 10.97% |
$693K - $695K
|
76.6K
$7.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.55KNew |
$691K - $693K
|
7.55K
$692K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
7.41K+ 18.41% |
$678K - $680K
|
47.7K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
7.29K+ 2.44% |
$667K - $669K
|
306K
$28M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.29K+ 476.52% |
$666K - $668K
|
8.82K
$808K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7.26K+ 187.92% |
$664K - $666K
|
11.1K
$1.02M
|
|
|
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 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.07K+ 12.6% |
$646K - $649K
|
63.2K
$5.79M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.98KNew |
$639K - $641K
|
6.98K
$640K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.95KNew |
$635K - $637K
|
6.95K
$637K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.88KNew |
$629K - $631K
|
6.88K
$630K
|