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 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 6.49% |
$951K - $957K
|
171K
$15.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
10.4K+ 63.82% |
$949K - $954K
|
26.7K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
10.3KNew |
$943K - $948K
|
10.3K
$947K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.3K+ 30.01% |
$938K - $944K
|
44.5K
$4.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
10.3K+ 17.38% |
$937K - $942K
|
69.3K
$6.36M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
10.1K+ 81.6% |
$925K - $930K
|
22.6K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10K+ 38.2% |
$916K - $922K
|
36.3K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10KNew |
$913K - $918K
|
10K
$917K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.97K+ 18.66% |
$910K - $915K
|
63.4K
$5.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9.86K+ 3.82% |
$900K - $905K
|
268K
$24.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
9.81K+ 148.85% |
$895K - $900K
|
16.4K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
9.78K+ 205.4% |
$893K - $898K
|
14.5K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.77K+ 16.85% |
$892K - $897K
|
67.8K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.74K+ 17.49% |
$889K - $894K
|
65.4K
$6M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
9.56K+ 25.04% |
$873K - $878K
|
47.7K
$4.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
9.35K+ 6.94% |
$854K - $859K
|
144K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
9.35KNew |
$853K - $858K
|
9.35K
$857K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
9.34K+ 47.31% |
$853K - $858K
|
29.1K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.23K+ 112.14% |
$843K - $847K
|
17.5K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
9.22K+ 13.19% |
$842K - $846K
|
79.1K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.15K+ 18.23% |
$836K - $840K
|
59.4K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.09KNew |
$830K - $835K
|
9.09K
$834K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.02K+ 5.79% |
$824K - $828K
|
165K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
8.81KNew |
$804K - $808K
|
8.81K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.79K+ 66.37% |
$803K - $807K
|
22K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.73KNew |
$797K - $801K
|
8.73K
$801K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
8.72KNew |
$796K - $801K
|
8.72K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.64K+ 61.8% |
$789K - $793K
|
22.6K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.61K+ 4.34% |
$786K - $791K
|
207K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
8.57K+ 74.74% |
$782K - $787K
|
20K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
8.52KNew |
$778K - $782K
|
8.52K
$782K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.51K+ 153.65% |
$777K - $781K
|
14K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
8.48KNew |
$774K - $779K
|
8.48K
$778K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.26K+ 30.6% |
$754K - $758K
|
35.2K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.21K+ 78.04% |
$750K - $754K
|
18.7K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
8.12K+ 10.79% |
$741K - $745K
|
83.4K
$7.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
8.11K+ 8.01% |
$740K - $744K
|
109K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
8.07K+ 68.94% |
$737K - $741K
|
19.8K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.92K+ 3.24% |
$723K - $727K
|
253K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
7.89KNew |
$720K - $724K
|
7.89K
$723K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
7.81K+ 9.24% |
$713K - $717K
|
92.3K
$8.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
7.62KNew |
$696K - $700K
|
7.62K
$699K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.59K+ 46.29% |
$693K - $697K
|
24K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
7.58KNew |
$692K - $696K
|
7.58K
$696K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
7.45K+ 14.1% |
$680K - $684K
|
60.3K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
7.43KNew |
$679K - $682K
|
7.43K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.42KNew |
$678K - $681K
|
7.42K
$681K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.42KNew |
$678K - $681K
|
7.42K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.4KNew |
$676K - $679K
|
7.4K
$679K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.36K+ 12.57% |
$672K - $676K
|
65.9K
$6.04M
|