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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.05K+ 3.88% |
$95.8K - $96.3K
|
28.1K
$2.57M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.01K+ 17.36% |
$92.2K - $92.7K
|
6.83K
$626K
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1K+ 33.83% |
$91.3K - $91.8K
|
3.96K
$363K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
999+ 0.41% |
$91.2K - $91.7K
|
247K
$22.7M
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
962+ 2.16% |
$87.8K - $88.3K
|
45.6K
$4.18M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
957+ 21.55% |
$87.4K - $87.9K
|
5.4K
$495K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
955+ 14.68% |
$87.2K - $87.7K
|
7.46K
$684K
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
938+ 33.69% |
$85.6K - $86.1K
|
3.72K
$341K
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
936+ 2.96% |
$85.4K - $85.9K
|
32.5K
$2.98M
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
876+ 5.67% |
$80K - $80.4K
|
16.3K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
830+ 11.48% |
$75.8K - $76.2K
|
8.06K
$739K
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
800+ 1.57% |
$73K - $73.4K
|
51.9K
$4.76M
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
797+ 1.6% |
$72.8K - $73.2K
|
50.5K
$4.63M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
786+ 5.09% |
$71.8K - $72.2K
|
16.2K
$1.49M
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
772+ 12.37% |
$70.5K - $70.9K
|
7.01K
$643K
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
751+ 1.59% |
$68.6K - $68.9K
|
47.9K
$4.39M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
680+ 1.11% |
$62.1K - $62.4K
|
61.7K
$5.66M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
657+ 1.19% |
$60K - $60.3K
|
56.1K
$5.14M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
649+ 7.58% |
$59.2K - $59.6K
|
9.21K
$845K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
649+ 3.51% |
$59.2K - $59.6K
|
19.1K
$1.75M
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
642+ 11.61% |
$58.6K - $58.9K
|
6.17K
$566K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
625New |
$57.1K - $57.4K
|
625
$57.3K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
525+ 345.39% |
$47.9K - $48.2K
|
677
$62.1K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
525+ 14.71% |
$47.9K - $48.2K
|
4.1K
$376K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
495+ 11.72% |
$45.2K - $45.4K
|
4.72K
$433K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
474+ 1.36% |
$43.3K - $43.5K
|
35.2K
$3.23M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
442+ 16.69% |
$40.4K - $40.6K
|
3.09K
$283K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
441New |
$40.3K - $40.5K
|
441
$40.4K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
429+ 15.38% |
$39.2K - $39.4K
|
3.22K
$295K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
429New |
$39.2K - $39.4K
|
429
$39.3K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
429+ 7.29% |
$39.2K - $39.4K
|
6.31K
$579K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
428+ 79.41% |
$39.1K - $39.3K
|
967
$88.7K
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
425+ 6.97% |
$38.8K - $39K
|
6.53K
$598K
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
420+ 1.98% |
$38.3K - $38.6K
|
21.6K
$1.98M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
420New |
$38.3K - $38.6K
|
420
$38.5K
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
413+ 2.88% |
$37.7K - $37.9K
|
14.8K
$1.35M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
408+ 6.46% |
$37.2K - $37.5K
|
6.72K
$616K
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
406+ 1.05% |
$37.1K - $37.3K
|
39.1K
$3.59M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
401+ 25.59% |
$36.6K - $36.8K
|
1.97K
$181K
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
385+ 0.33% |
$35.1K - $35.3K
|
117K
$10.8M
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
345+ 1.32% |
$31.5K - $31.7K
|
26.4K
$2.42M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
344+ 5.17% |
$31.4K - $31.6K
|
7K
$642K
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
342+ 5.51% |
$31.2K - $31.4K
|
6.55K
$601K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
325New |
$29.7K - $29.8K
|
325
$29.8K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
325+ 7.7% |
$29.7K - $29.8K
|
4.54K
$417K
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
323+ 1.27% |
$29.5K - $29.7K
|
25.8K
$2.36M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
311+ 2.68% |
$28.4K - $28.5K
|
11.9K
$1.09M
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
310+ 2.02% |
$28.3K - $28.5K
|
15.7K
$1.44M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
308+ 317.53% |
$28.1K - $28.3K
|
405
$37.1K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
295+ 1.66% |
$26.9K - $27.1K
|
18K
$1.65M
|