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 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
267+ 30.58% |
$24.4K - $24.5K
|
1.14K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
260New |
$23.7K - $23.9K
|
260
$23.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
259+ 231.25% |
$23.6K - $23.8K
|
371
$34K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
243+ 10.31% |
$22.2K - $22.3K
|
2.6K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
234+ 8.2% |
$21.4K - $21.5K
|
3.09K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
229+ 1.02% |
$20.9K - $21K
|
22.6K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
225+ 9.99% |
$20.5K - $20.7K
|
2.48K
$227K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
220New |
$20.1K - $20.2K
|
220
$20.2K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
218+ 4.29% |
$19.9K - $20K
|
5.3K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
215+ 2.47% |
$19.6K - $19.7K
|
8.92K
$818K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
213+ 1.59% |
$19.4K - $19.6K
|
13.6K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
208New |
$19K - $19.1K
|
208
$19.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
202New |
$18.4K - $18.5K
|
202
$18.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
201+ 3.71% |
$18.3K - $18.5K
|
5.61K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
201New |
$18.3K - $18.5K
|
201
$18.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$18.3K - $18.4K
|
200
$18.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
189+ 7.78% |
$17.3K - $17.4K
|
2.62K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
177+ 5.24% |
$16.2K - $16.2K
|
3.56K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
175+ 0.3% |
$16K - $16.1K
|
57.9K
$5.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
167+ 11.1% |
$15.2K - $15.3K
|
1.67K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
155+ 19.92% |
$14.1K - $14.2K
|
933
$85.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
154New |
$14.1K - $14.1K
|
154
$14.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
139New |
$12.7K - $12.8K
|
139
$12.7K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
118+ 3.02% |
$10.8K - $10.8K
|
4.02K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
116+ 4.02% |
$10.6K - $10.6K
|
3K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
116+ 0.86% |
$10.6K - $10.6K
|
13.6K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
101+ 0.29% |
$9.22K - $9.27K
|
35.2K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
95+ 1.59% |
$8.67K - $8.72K
|
6.06K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
91+ 1.6% |
$8.31K - $8.35K
|
5.78K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
88+ 1.59% |
$8.03K - $8.08K
|
5.63K
$517K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
78+ 0.17% |
$7.12K - $7.16K
|
44.9K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
72New |
$6.57K - $6.61K
|
72
$6.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
69New |
$6.3K - $6.33K
|
69
$6.33K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
66+ 0.77% |
$6.03K - $6.06K
|
8.59K
$788K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
65+ 203.13% |
$5.93K - $5.97K
|
97
$8.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
62+ 0.84% |
$5.66K - $5.69K
|
7.44K
$682K
|
|
|
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
$657K
|
|
|
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
$786K
|
|
|
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
$327K
|
|
|
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
|