Purchases and Sales Made in Q4 2025 in Spdr Bloomberg 1 3 Month T Bil (BIL)

BIL Quotes by TradingView

This table provides information about the institutional ownership of Spdr Bloomberg 1 3 Month T Bil (BIL) during Q4 2025. 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, 2026 Q4 2025
Capital Investment Advisory Services, LLC

BUY
 -
710K
New
$64.9M - $65.1M
710K $65M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
648K
+ 6380.69%
$59.2M - $59.4M
658K $60.2M
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
234K
+ 19.12%
$21.4M - $21.5M
1.46M $134M
Jan 20, 2026 Q4 2025
Arta Finance Wealth Management LLC

Mountain View, CA
BUY
 -
188K
New
$17.2M - $17.2M
188K $17.2M
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
110K
+ 938.04%
$10.1M - $10.1M
122K $11.2M
Jan 07, 2026 Q4 2025
Lake Hills Wealth Management, LLC

BUY
 -
104K
+ 152.68%
$9.53M - $9.56M
172K $15.8M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
97.3K
+ 31.34%
$8.9M - $8.93M
408K $37.4M
Jan 21, 2026 Q4 2025
Portside Wealth Group, LLC

Provo, UT
BUY
 -
64.9K
+ 22.15%
$5.93M - $5.95M
358K $32.8M
Jan 08, 2026 Q4 2025
Gradient Investments LLC

BUY
 -
62.6K
+ 17.09%
$5.73M - $5.74M
429K $39.3M
Jan 21, 2026 Q4 2025
Pacific Point Advisors, LLC

Rancho Santa Fe, CA
BUY
 -
48.8K
+ 18.39%
$4.47M - $4.48M
314K $28.8M
Jan 22, 2026 Q4 2025
Twelve Points Wealth Management LLC

BUY
 -
47.1K
+ 8.92%
$4.31M - $4.32M
575K $52.7M
Jan 21, 2026 Q4 2025
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
44.9K
+ 22.21%
$4.11M - $4.12M
247K $22.7M
Jan 07, 2026 Q4 2025
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
44.5K
New
$4.07M - $4.09M
44.5K $4.08M
Jan 20, 2026 Q4 2025
Relyea Zuckerberg Hanson LLC

BUY
 -
44K
+ 10.51%
$4.02M - $4.03M
462K $42.4M
Jan 09, 2026 Q4 2025
Clear Trail Advisors, LLC

Houston, TX
BUY
 -
44K
New
$4.02M - $4.03M
44K $4.03M
Jan 15, 2026 Q4 2025
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
43.7K
+ 11.62%
$4M - $4.01M
420K $38.4M
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
41.5K
+ 301.05%
$3.8M - $3.81M
55.3K $5.06M
Jan 14, 2026 Q4 2025
Private Advisory Group LLC

Redmond, WA
BUY
 -
41.4K
New
$3.78M - $3.79M
41.4K $3.79M
Jan 07, 2026 Q4 2025
Procyon Advisors, LLC

BUY
 -
39.8K
+ 106.69%
$3.64M - $3.65M
77K $7.06M
Jan 16, 2026 Q4 2025
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
34.8K
+ 18.08%
$3.18M - $3.19M
227K $20.8M
Jan 23, 2026 Q4 2025
Hudson Oak Wealth Advisory LLC

Hoboken, NJ
BUY
 -
32.3K
New
$2.96M - $2.97M
32.3K $2.96M
Jan 23, 2026 Q4 2025
Hedeker Wealth, LLC

BUY
 -
31.5K
+ 56.6%
$2.88M - $2.89M
87K $7.97M
Jan 21, 2026 Q4 2025
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
31K
+ 2.91%
$2.84M - $2.85M
1.1M $101M
Jan 13, 2026 Q4 2025
Pathway Financial Advisors LLC

BUY
 -
29.6K
+ 37.55%
$2.71M - $2.72M
108K $9.94M
Jan 20, 2026 Q4 2025
Walkner Condon Financial Advisors LLC

BUY
 -
29.3K
+ 197.57%
$2.68M - $2.69M
44.1K $4.04M
Jan 12, 2026 Q4 2025
Tlwm

San Antonio, TX
BUY
 -
24.3K
+ 151.14%
$2.22M - $2.23M
40.3K $3.7M
Jan 12, 2026 Q4 2025
Howard Financial Services, Ltd.

BUY
 -
23.8K
+ 130.22%
$2.18M - $2.18M
42.1K $3.86M
Jan 13, 2026 Q4 2025
Sherman Wealth Management LLC

Gaithersburg, MD
BUY
 -
22.7K
New
$2.08M - $2.08M
22.7K $2.08M
Jan 12, 2026 Q4 2025
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
22K
+ 9.29%
$2.01M - $2.02M
259K $23.7M
Jan 05, 2026 Q4 2025
Kopion Asset Management, LLC

BUY
 -
21.2K
+ 67.17%
$1.94M - $1.95M
52.9K $4.84M
Jan 13, 2026 Q4 2025
Matrix Trust CO

BUY
 -
18.3K
+ 70.36%
$1.67M - $1.67M
44.2K $4.05M
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
17.9K
+ 17.57%
$1.64M - $1.65M
120K $11M
Jan 12, 2026 Q4 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
15.6K
+ 23.93%
$1.42M - $1.43M
80.6K $7.38M
Jan 14, 2026 Q4 2025
Wespac Advisors, LLC

BUY
 -
15.3K
+ 339.85%
$1.4M - $1.41M
19.8K $1.82M
Jan 23, 2026 Q4 2025
Third View Private Wealth, LLC

Westport, CT
BUY
 -
14.2K
New
$1.29M - $1.3M
14.2K $1.3M
Jan 21, 2026 Q4 2025
Culbertson A N & CO Inc

BUY
 -
13.3K
+ 56.03%
$1.22M - $1.22M
37.1K $3.39M
Jan 23, 2026 Q4 2025
Guidance Capital, Inc

Lousville, KY
BUY
 -
12.6K
+ 12.04%
$1.15M - $1.16M
117K $10.7M
Jan 20, 2026 Q4 2025
Rpg Investment Advisory, LLC

BUY
 -
11.5K
New
$1.05M - $1.06M
11.5K $1.05M
Jan 08, 2026 Q4 2025
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
10.9K
+ 5.4%
$997K - $1M
213K $19.5M
Jan 22, 2026 Q4 2025
Diligent Investors, LLC

BUY
 -
10K
+ 105.26%
$915K - $918K
19.5K $1.79M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
9.38K
+ 2.85%
$858K - $861K
339K $31M
Jan 20, 2026 Q4 2025
Unison Advisors LLC

BUY
 -
9.29K
+ 26.75%
$849K - $852K
44K $4.03M
Jan 20, 2026 Q4 2025
Steel Peak Wealth Management LLC

BUY
 -
9.22K
+ 119.45%
$843K - $846K
16.9K $1.55M
Jan 21, 2026 Q4 2025
Naviter Wealth, LLC

BUY
 -
9.21K
+ 111.83%
$842K - $845K
17.4K $1.6M
Jan 14, 2026 Q4 2025
Sicart Associates LLC

BUY
 -
8K
+ 1.85%
$732K - $734K
440K $40.3M
Jan 12, 2026 Q4 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
7.85K
+ 14.35%
$718K - $720K
62.5K $5.73M
Jan 06, 2026 Q4 2025
Rda Financial Network

BUY
 -
7.58K
+ 11.83%
$693K - $695K
71.6K $6.56M
Jan 14, 2026 Q4 2025
Sherman Wealth Management LLC

Gaithersburg, MD
BUY
 -
7.3K
+ 32.19%
$668K - $670K
30K $2.75M
Jan 15, 2026 Q4 2025
Victory Financial Group, LLC

Austin, TX
BUY
 -
7.29K
+ 5.76%
$666K - $669K
134K $12.3M

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