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 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
6.76KNew |
$618K - $620K
|
6.76K
$619K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.69K+ 90.11% |
$612K - $614K
|
14.1K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
6.66K+ 5.73% |
$609K - $611K
|
123K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.61K+ 3.22% |
$605K - $607K
|
212K
$19.4M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.52KNew |
$596K - $598K
|
6.52K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.48KNew |
$593K - $595K
|
6.48K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
6.45K+ 62.41% |
$589K - $591K
|
16.8K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.4K+ 11.83% |
$585K - $587K
|
60.5K
$5.55M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.35KNew |
$580K - $582K
|
6.35K
$582K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.32K+ 191.2% |
$578K - $580K
|
9.63K
$882K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
6.28KNew |
$574K - $576K
|
6.28K
$576K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
6.18KNew |
$565K - $567K
|
6.18K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.17K+ 225.43% |
$564K - $566K
|
8.91K
$816K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.15K+ 171.99% |
$563K - $564K
|
9.73K
$892K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.91K+ 33.76% |
$540K - $542K
|
23.4K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.86K+ 35.49% |
$536K - $537K
|
22.4K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5.83K+ 27.73% |
$533K - $535K
|
26.8K
$2.46M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
5.76K+ 7.66% |
$527K - $529K
|
81K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
5.69K+ 90.0% |
$521K - $522K
|
12K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
5.55K+ 6.32% |
$507K - $509K
|
93.2K
$8.54M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.53K+ 8.88% |
$505K - $507K
|
67.7K
$6.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 3.22% |
$503K - $505K
|
177K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5.5KNew |
$503K - $505K
|
5.5K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
5.48K+ 5.01% |
$501K - $503K
|
115K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.36K+ 1.49% |
$490K - $492K
|
364K
$33.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
5.34K+ 3.43% |
$489K - $490K
|
161K
$14.8M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.29K+ 45.46% |
$484K - $485K
|
16.9K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
5.24KNew |
$479K - $481K
|
5.24K
$480K
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
5.21K+ 1.73% |
$476K - $478K
|
307K
$28.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5.2K+ 471.53% |
$476K - $477K
|
6.3K
$578K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
5.15KNew |
$471K - $472K
|
5.15K
$472K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.12KNew |
$468K - $470K
|
5.12K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
5.1KNew |
$466K - $467K
|
5.1K
$467K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.99K+ 4.25% |
$457K - $458K
|
122K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.96KNew |
$453K - $455K
|
4.96K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.92K+ 5.32% |
$449K - $451K
|
97.2K
$8.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.88KNew |
$446K - $447K
|
4.88K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.83KNew |
$441K - $443K
|
4.83K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 77.65% |
$439K - $440K
|
11K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.75KNew |
$434K - $435K
|
4.75K
$435K
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
4.68K+ 7.24% |
$428K - $429K
|
69.3K
$6.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.65KNew |
$425K - $426K
|
4.65K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.62K+ 21.81% |
$423K - $424K
|
25.8K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
4.58KNew |
$419K - $420K
|
4.58K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4.52K+ 1.25% |
$414K - $415K
|
368K
$33.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
4.45K+ 24.27% |
$407K - $408K
|
22.8K
$2.09M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.41KNew |
$403K - $404K
|
4.41K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.4K+ 49.51% |
$403K - $404K
|
13.3K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.4K+ 10.68% |
$402K - $403K
|
45.6K
$4.18M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.37K+ 36.5% |
$400K - $401K
|
16.4K
$1.5M
|