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 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
61New |
$5.57K - $5.6K
|
61
$5.59K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
60+ 0.84% |
$5.48K - $5.51K
|
7.16K
$656K
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
59+ 1.39% |
$5.39K - $5.42K
|
4.3K
$394K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
55New |
$5.02K - $5.05K
|
55
$5.04K
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
45+ 0.02% |
$4.11K - $4.13K
|
272K
$24.9M
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
34+ 1.45% |
$3.1K - $3.12K
|
2.38K
$218K
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
32+ 0.37% |
$2.92K - $2.94K
|
8.57K
$785K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
31+ 1.57% |
$2.83K - $2.85K
|
2.01K
$184K
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
30+ 0.18% |
$2.74K - $2.75K
|
17.1K
$1.57M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
26New |
$2.37K - $2.39K
|
26
$2.38K
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
25+ 0.71% |
$2.28K - $2.3K
|
3.56K
$326K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
24+ 0.6% |
$2.19K - $2.2K
|
4.04K
$370K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
24New |
$2.19K - $2.2K
|
24
$2.2K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23New |
$2.1K - $2.11K
|
23
$2.11K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
22+ 7.72% |
$2.01K - $2.02K
|
307
$28.1K
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
19+ 0.86% |
$1.73K - $1.74K
|
2.23K
$205K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16+ 0.38% |
$1.46K - $1.47K
|
4.28K
$392K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15+ 0.58% |
$1.37K - $1.38K
|
2.6K
$238K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15+ 0.61% |
$1.37K - $1.38K
|
2.46K
$226K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
12+ 2.67% |
$1.1K - $1.1K
|
462
$42.3K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
11New |
$1K - $1.01K
|
11
$1.01K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.3% |
$1K - $1.01K
|
3.62K
$332K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 0.46% |
$913 - $918
|
2.2K
$201K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 1.57% |
$822 - $826
|
581
$53.2K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
9+ 0.06% |
$822 - $826
|
14.8K
$1.35M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.34% |
$639 - $643
|
2.07K
$190K
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
7+ 0.12% |
$639 - $643
|
5.95K
$546K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
7New |
$639 - $643
|
7
$641
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
6+ 0.24% |
$548 - $551
|
2.48K
$227K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.09% |
$365 - $367
|
4.68K
$429K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.04% |
$183 - $184
|
4.69K
$430K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-4- 0.1% |
$365 - $367
|
4.17K
$383K
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-5- 0.73% |
$456 - $459
|
679
$62.2K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-17- 44.74% |
$1.55K - $1.56K
|
21
$1.92K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 3.27% |
$1.92K - $1.93K
|
621
$56.9K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-21- 25.0% |
$1.92K - $1.93K
|
63
$5.77K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-26- 1.0% |
$2.37K - $2.39K
|
2.58K
$237K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29- 5.88% |
$2.65K - $2.66K
|
464
$42.5K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-33- 91.67% |
$3.01K - $3.03K
|
3
$275
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-40- 3.26% |
$3.65K - $3.67K
|
1.19K
$109K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-43- 0.46% |
$3.93K - $3.95K
|
9.37K
$858K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-44- 74.58% |
$4.02K - $4.04K
|
15
$1.37K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-45- 26.01% |
$4.11K - $4.13K
|
128
$11.7K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-72- 10.57% |
$6.57K - $6.61K
|
609
$55.8K
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-77- 3.02% |
$7.03K - $7.07K
|
2.47K
$226K
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-78- 0.99% |
$7.12K - $7.16K
|
7.81K
$715K
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-80- 1.26% |
$7.3K - $7.34K
|
6.28K
$576K
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-88- 2.38% |
$8.03K - $8.08K
|
3.61K
$331K
|