Latest Institutional Transactions on Spdr Bloomberg 1 3 Month T Bil (BIL)
This table provides information on the latest institutional transactions involving Spdr Bloomberg 1 3 Month T Bil (BIL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
227New |
$20.8K - $20.8K
|
227
$20.8K
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.13KNew |
$286K - $288K
|
3.13K
$287K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
720New |
$65.8K - $66.1K
|
720
$66K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-179- 20.13% |
$16.4K - $16.4K
|
710
$65.1K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-203- 2.31% |
$18.6K - $18.6K
|
8.58K
$786K
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
77.8KNew |
$7.11M - $7.14M
|
77.8K
$7.13M
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-5.22K- 66.45% |
$477K - $479K
|
2.64K
$241K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.23KNew |
$204K - $205K
|
2.23K
$204K
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5.17KNew |
$473K - $475K
|
5.17K
$474K
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.18KNew |
$200K - $201K
|
2.18K
$200K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-35- 64.81% |
$3.2K - $3.21K
|
19
$1.74K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-166- 52.7% |
$15.2K - $15.2K
|
149
$13.7K
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
72+ 2.3% |
$6.58K - $6.61K
|
3.2K
$293K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
40.5KNew |
$3.7M - $3.72M
|
40.5K
$3.71M
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-7.32K- 76.76% |
$670K - $672K
|
2.22K
$203K
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.36KNew |
$216K - $217K
|
2.36K
$216K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-426- 5.65% |
$38.9K - $39.1K
|
7.11K
$652K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.23KNew |
$296K - $297K
|
3.23K
$296K
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.87K- 3.14% |
$262K - $263K
|
88.3K
$8.09M
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
63KNew |
$5.76M - $5.78M
|
63K
$5.77M
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-625- 13.2% |
$57.1K - $57.4K
|
4.11K
$377K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
452New |
$41.3K - $41.5K
|
452
$41.4K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 66.67% |
$183 - $184
|
5
$458
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$212K - $213K
|
2.32K
$212K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
186New |
$17K - $17.1K
|
186
$17K
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
11.5KNew |
$1.05M - $1.06M
|
11.5K
$1.06M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100- 60.98% |
$9.14K - $9.18K
|
64
$5.86K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-5.19K- 70.07% |
$475K - $477K
|
2.22K
$203K
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-37- 1.65% |
$3.38K - $3.4K
|
2.21K
$202K
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-690- 16.25% |
$63.1K - $63.4K
|
3.56K
$326K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.23KNew |
$204K - $205K
|
2.23K
$204K
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-19K- 87.91% |
$1.74M - $1.75M
|
2.62K
$240K
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.81KNew |
$805K - $809K
|
8.81K
$807K
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
2.22KNew |
$203K - $204K
|
2.22K
$203K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.06K- 74.04% |
$279K - $281K
|
1.07K
$98.1K
|
|
Q1 2024 | |||||||
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.04KClosed |
$277K - $279K
|
0
$0
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
79.1K+ 256.8% |
$7.23M - $7.27M
|
110K
$10.1M
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4KNew |
$366K - $367K
|
4K
$367K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12.4K- 34.62% |
$1.13M - $1.13M
|
23.3K
$2.14M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12.9K- 18.11% |
$1.18M - $1.18M
|
58.3K
$5.34M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-135K- 97.99% |
$12.3M - $12.4M
|
2.77K
$254K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
490New |
$44.8K - $45K
|
490
$44.9K
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-131- 2.91% |
$12K - $12K
|
4.37K
$400K
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
548+ 0.78% |
$50.1K - $50.3K
|
70.6K
$6.47M
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-2.35K- 10.76% |
$215K - $216K
|
19.5K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Ballast Asset Management, LP
Dallas, TX |
BUY
|
- |
8.8KNew |
$804K - $808K
|
8.8K
$806K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.22KNew |
$294K - $295K
|
3.22K
$295K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.67KNew |
$610K - $612K
|
6.67K
$611K
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.97K+ 119.18% |
$363K - $365K
|
7.3K
$669K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-415- 55.33% |
$37.9K - $38.1K
|
335
$30.7K
|