Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.55KNew |
$416K - $418K
|
4.55K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.49KNew |
$410K - $412K
|
4.49K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.48K+ 15.03% |
$409K - $411K
|
34.3K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.41K+ 55.73% |
$403K - $405K
|
12.3K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.4KNew |
$402K - $404K
|
4.4K
$403K
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
4.4K+ 6.34% |
$402K - $404K
|
73.8K
$6.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
4.25K+ 47.23% |
$389K - $390K
|
13.3K
$1.21M
|
|
|
Aug 18, 2025
Q2 2025
|
Spg Advisors LLC
Kirkland, WA |
BUY
|
- |
4.24KNew |
$387K - $389K
|
4.24K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.18K+ 67.91% |
$382K - $383K
|
10.3K
$947K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.13K+ 2.47% |
$378K - $379K
|
171K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
4.07K+ 63.07% |
$372K - $374K
|
10.5K
$965K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.07K+ 2.21% |
$372K - $373K
|
189K
$17.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
4.06K+ 135.92% |
$371K - $372K
|
7.04K
$645K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.91K+ 27.74% |
$358K - $359K
|
18K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.91K+ 8.71% |
$358K - $359K
|
48.8K
$4.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
3.91K+ 23.28% |
$357K - $358K
|
20.7K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.88K+ 8.35% |
$355K - $356K
|
50.3K
$4.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.83K+ 40.68% |
$350K - $351K
|
13.2K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.79K+ 1.53% |
$346K - $348K
|
252K
$23.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
3.78K+ 12.63% |
$345K - $346K
|
33.7K
$3.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.72K+ 3.2% |
$340K - $342K
|
120K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
3.71KNew |
$339K - $340K
|
3.71K
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.7KNew |
$339K - $340K
|
3.7K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
3.66KNew |
$335K - $336K
|
3.66K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.65K+ 71.13% |
$334K - $335K
|
8.79K
$805K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.61K+ 79.31% |
$330K - $331K
|
8.15K
$747K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
3.55K+ 3.74% |
$325K - $326K
|
98.4K
$9.01M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.53K+ 64.88% |
$323K - $324K
|
8.97K
$822K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.52K+ 451.28% |
$322K - $323K
|
4.3K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.48K+ 19.38% |
$318K - $319K
|
21.4K
$1.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3.47KNew |
$317K - $318K
|
3.47K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.46K+ 2904.2% |
$316K - $317K
|
3.58K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.44K+ 9.91% |
$314K - $315K
|
38.1K
$3.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.42K+ 32.83% |
$313K - $314K
|
13.9K
$1.27M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.42K+ 22.9% |
$312K - $313K
|
18.3K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.29K+ 20.36% |
$301K - $302K
|
19.5K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.22K+ 147.01% |
$294K - $295K
|
5.41K
$495K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.2KNew |
$293K - $294K
|
3.2K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
3.2KNew |
$293K - $294K
|
3.2K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.2K+ 11.53% |
$292K - $293K
|
30.9K
$2.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.07K+ 14.8% |
$280K - $281K
|
23.8K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.02K+ 60.9% |
$276K - $277K
|
7.97K
$730K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.95KNew |
$270K - $271K
|
2.95K
$271K
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.87K+ 4.21% |
$262K - $263K
|
71K
$6.5M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2.86K+ 20.66% |
$261K - $262K
|
16.7K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.85K+ 2.32% |
$260K - $261K
|
125K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.79K+ 6.07% |
$255K - $256K
|
48.7K
$4.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.78K+ 44.07% |
$254K - $255K
|
9.08K
$832K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.78KNew |
$254K - $255K
|
2.78K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.77K+ 22.25% |
$253K - $254K
|
15.2K
$1.39M
|