Spartan Planning & Wealth Management Spdr Bloomberg 1 3 Month T Bil Transaction History

Spartan Planning & Wealth Management

$99.2 Million
Q1 2025

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 64,138 shares of BIL stock, worth $5.88 Million. This represents 5.93% of its overall portfolio holdings.

Number of Shares

64,138

Previous 64,542 0.63%

Holding current value

$5.88 Million

Previous $5.9 Million 0.31%

% of portfolio

5.93%

Previous 5.59%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$91.45 - $91.75 $36,945 - $37,067	-404 Reduced 0.63%	64,138 $5.88 Million
Q4 2024 Jan 07, 2025	BUY	$91.29 - $91.8 $5.72 Million - $5.76 Million	62,699 Added 3402.01%	64,542 $5.9 Million
Q4 2023 Mar 12, 2024	SELL	$91.22 - $91.84 $17.8 Million - $17.9 Million	-194,819 Reduced 99.06%	1,843 $168,000
Q3 2023 Nov 17, 2023	BUY	$91.43 - $91.86 $2.28 Million - $2.29 Million	24,900 Added 14.5%	196,662 $18.1 Million
Q4 2022 Feb 01, 2023	SELL	$91.33 - $91.67 $8.25 Million - $8.28 Million	-90,326 Reduced 34.46%	171,762 $15.7 Million
Q3 2022 Nov 01, 2022	BUY	$91.38 - $91.6 $1.2 Million - $1.2 Million	13,086 Added 5.26%	262,088 $24 Million
Q2 2022 Aug 10, 2022	BUY	$91.41 - $91.49 $15 Million - $15 Million	163,629 Added 191.66%	249,002 $22.8 Million
Q1 2022 May 16, 2022	BUY	$91.4 - $91.43 $7.8 Million - $7.81 Million	85,373 New	85,373 $0

Others Institutions Holding BIL

# of Institutions

1,229

Shares Held

245M

Call Options Held

3.3K

Put Options Held

105K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Spartan Planning & Wealth Management Spdr Bloomberg 1 3 Month T Bil Transaction History