Purchases and Sales Made in Q4 2025 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 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 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
648K+ 6380.69% |
$59.2M - $59.4M
|
658K
$60.2M
|
|
|
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 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
62.6K+ 17.09% |
$5.73M - $5.74M
|
429K
$39.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
44.5KNew |
$4.07M - $4.09M
|
44.5K
$4.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
44KNew |
$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
|
- |
41.4KNew |
$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 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
29.6K+ 37.55% |
$2.71M - $2.72M
|
108K
$9.94M
|
|
|
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
|
- |
22.7KNew |
$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 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.9K+ 5.4% |
$997K - $1M
|
213K
$19.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.38K+ 2.85% |
$858K - $861K
|
339K
$31M
|
|
|
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
|
|
|
Jan 07, 2026
Q4 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
6.58KNew |
$602K - $604K
|
6.58K
$603K
|
|
|
Jan 15, 2026
Q4 2025
|
Savior LLC
|
BUY
|
- |
6.35K+ 11.31% |
$581K - $582K
|
62.5K
$5.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.75K+ 50.93% |
$526K - $528K
|
17.1K
$1.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.5K+ 100.0% |
$503K - $505K
|
11K
$1.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
5.46K+ 142.95% |
$499K - $501K
|
9.28K
$850K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.4K+ 60.06% |
$494K - $496K
|
14.4K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.86K+ 4.85% |
$444K - $446K
|
105K
$9.63M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
4.69K+ 45.73% |
$428K - $430K
|
14.9K
$1.37M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.68KNew |
$428K - $430K
|
4.68K
$429K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.38K+ 4.28% |
$401K - $402K
|
107K
$9.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.36K+ 2.29% |
$399K - $400K
|
195K
$17.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
4.09K+ 74.63% |
$374K - $375K
|
9.57K
$877K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
4.01KNew |
$367K - $368K
|
4.01K
$367K
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.86K+ 10.93% |
$353K - $354K
|
39.1K
$3.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.8KNew |
$348K - $349K
|
3.8K
$348K
|
|
|
Jan 16, 2026
Q4 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
3.77K+ 1.2% |
$345K - $346K
|
317K
$29.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$320K - $321K
|
3.5K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.4K+ 33.43% |
$311K - $312K
|
13.6K
$1.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
3.31KNew |
$303K - $304K
|
3.31K
$303K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.29K+ 7.79% |
$301K - $302K
|
45.6K
$4.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
2.99K+ 12.65% |
$273K - $274K
|
26.6K
$2.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
2.94KNew |
$269K - $269K
|
2.94K
$269K
|
|