Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.2KNew |
$292K - $294K
|
3.2K
$294K
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 49.23% |
$292K - $294K
|
9.7K
$890K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.19K+ 1.65% |
$291K - $293K
|
197K
$18.1M
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.18K+ 3.24% |
$291K - $292K
|
102K
$9.32M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.18KNew |
$290K - $292K
|
3.18K
$291K
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
3.18K+ 15.61% |
$290K - $292K
|
23.5K
$2.16M
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.17KNew |
$289K - $291K
|
3.17K
$291K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.14K+ 166.74% |
$287K - $289K
|
5.03K
$461K
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
3.12K+ 3.37% |
$285K - $286K
|
95.7K
$8.78M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.08K+ 124.47% |
$281K - $283K
|
5.56K
$510K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 5.53% |
$279K - $281K
|
58.4K
$5.36M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.03K+ 9.64% |
$276K - $278K
|
34.4K
$3.16M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.02KNew |
$276K - $277K
|
3.02K
$277K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3K+ 75.0% |
$274K - $275K
|
7K
$642K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.96KNew |
$270K - $272K
|
2.96K
$271K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.94KNew |
$268K - $270K
|
2.94K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.91K+ 39.38% |
$266K - $268K
|
10.3K
$946K
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
2.91K+ 2.83% |
$266K - $267K
|
106K
$9.69M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.9KNew |
$264K - $266K
|
2.9K
$266K
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.9K+ 184.75% |
$264K - $266K
|
4.46K
$409K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.83KNew |
$259K - $260K
|
2.83K
$260K
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 7.31% |
$257K - $258K
|
41.3K
$3.78M
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.78K+ 10.61% |
$254K - $255K
|
29K
$2.66M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$250K - $251K
|
2.74K
$251K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.74K+ 51.53% |
$250K - $251K
|
8.05K
$738K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.7K+ 5.13% |
$247K - $248K
|
55.4K
$5.08M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.68K+ 20.61% |
$245K - $246K
|
15.7K
$1.44M
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.65KNew |
$241K - $243K
|
2.65K
$243K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.64K+ 15.07% |
$241K - $243K
|
20.2K
$1.85M
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.62KNew |
$239K - $240K
|
2.62K
$240K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.61K+ 9.76% |
$238K - $239K
|
29.3K
$2.69M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.61KNew |
$238K - $239K
|
2.61K
$239K
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2.54KNew |
$232K - $233K
|
2.54K
$233K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.53K+ 39.76% |
$231K - $232K
|
8.89K
$815K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.49KNew |
$228K - $229K
|
2.49K
$229K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.44K+ 79.89% |
$223K - $224K
|
5.49K
$504K
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.42KNew |
$221K - $223K
|
2.42K
$222K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.42K+ 42.86% |
$221K - $222K
|
8.06K
$739K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.41K+ 10.47% |
$220K - $221K
|
25.4K
$2.33M
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.4K+ 8.64% |
$219K - $221K
|
30.2K
$2.77M
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.29KNew |
$209K - $210K
|
2.29K
$210K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 8.4% |
$209K - $210K
|
29.6K
$2.71M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.29K+ 3.24% |
$209K - $210K
|
72.9K
$6.68M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.26KNew |
$206K - $207K
|
2.26K
$207K
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.26KNew |
$206K - $207K
|
2.26K
$207K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.25KNew |
$205K - $207K
|
2.25K
$206K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.21K+ 88.16% |
$202K - $203K
|
4.72K
$433K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.21K+ 19.43% |
$201K - $203K
|
13.6K
$1.24M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.2KNew |
$201K - $202K
|
2.2K
$202K
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.2KNew |
$201K - $202K
|
2.2K
$202K
|