SS SPDR BB 1-3M T-Bill ETFBILETF

13F holders, Q2 2024 (June 30)
1,030holders +65
129new positions
75sold out
5famous investors
$84.95avg. 13F price*

At the end of Q2 2024, 1,030 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 65 from Q1 2024. 129 opened new positions and 75 sold out. The largest holders were Morgan Stanley ($1.6B), Bank of America Corp. ($1.5B) and LPL Financial LLC ($914.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SS SPDR BB 1-3M T-Bill ETF
Filed as
SPDR SER TR (Q2 2024)
CUSIP
78468R663
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions129$301.5M
Exits75$236.7M

All 13F filers, Q1 2024 → Q2 2024: 40,487,273 shares bought and 23,823,467 shares sold, net +16,663,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,030 holders

Morgan Stanley 0.12% Add +19.3% 17,108,759 $1.6B
Bank of America Corp. 0.14% Add +2.3% 16,301,132 $1.5B
LPL Financial LLC 0.46% Add +6.3% 9,965,407 $914.6M
Envestnet Asset Management Inc. 0.24% Add +8.8% 7,547,084 $692.7M
UBS Group AG 0.19% Reduce -15.9% 6,876,830 $631.2M
Capital Wealth Planning, LLC 5.66% Add +19.4% 5,882,454 $539.9M
Wells Fargo & Company 0.14% Add +0.7% 5,772,497 $529.8M
Truist Financial Corp. 0.73% Reduce -14.2% 5,215,772 $478.7M
Royal Bank of Canada 0.11% Add +4.1% 5,114,637 $469.4M
Stifel Financial Corp. 0.46% Add +1.1% 4,471,729 $410.4M
Captrust Financial Advisors 1.11% Reduce -45.6% 3,757,455 $344.9M
Cetera Investment Advisers 0.67% Reduce -4.7% 3,150,778 $289.2M
Capital International Investors 0.06% Reduce -11.3% 3,026,590 $277.7M
Osaic Holdings, Inc. 0.61% Reduce -0.4% 2,825,877 $259.4M
Beacon Capital Management, Inc. 8.80% Add +0.2% 2,226,873 $204.4M
Banco Bilbao Vizcaya Argentaria, S.A. 2.06% Add +30.5% 2,139,517 $196.5M
Ameriprise Financial Inc. 0.05% Reduce -25.6% 1,975,474 $181.3M
Oppenheimer Asset Management Inc. 2.30% Add +10.1% 1,959,988 $179.9M
Cwm, LLC 0.80% Reduce -2.6% 1,840,039 $168.9M
Sei Investments Co. 0.22% Reduce -0.8% 1,718,958 $157.8M
Partners Capital Investment Group, LLP 2.57% Add +37.3% 1,660,913 $152.4M
Foundations Investment Advisors, LLC 3.37% Add +9.6% 1,514,445 $139.0M
Howard Capital Management, LLC 13.53% Add +1.4% 1,498,389 $137.5M
Raymond James Financial Services Advisors, Inc. 0.19% Add +6.3% 1,479,191 $135.8M
Creative Planning 0.12% Add +8.2% 1,181,881 $108.5M
Cambridge Investment Research Advisors, Inc. 0.40% Add +10.6% 1,174,480 $107.8M
Dakota Wealth Management 2.40% Add +33.0% 1,105,864 $101.5M
Raymond James & Associates 0.06% Add +2.0% 1,069,510 $98.2M
Impact Partnership Wealth, LLC 25.69% Add +130.5% 1,065,542 $97.8M
Carrera Capital Advisors 29.04% — 968,263 $88.9M
Sandhill Capital Partners LLC 6.31% Reduce -52.0% 895,996 $82.2M
Renaissance Technologies 0.13% No change 849,100 $77.9M
BlackRock Inc. 0.00% Add +2349.9% 840,914 $77.2M
Eagle Capital Management LLC 0.28% Reduce -68.5% 831,507 $76.3M
MBL Wealth, LLC 8.39% Reduce -22.7% 816,564 $74.9M
Advisory Services Network, LLC 1.51% Add +7.2% 796,225 $73.1M
Private Advisor Group, LLC 0.49% Add +14.1% 794,532 $72.9M
JPMorgan Chase & Co. 0.01% Add +78.8% 751,084 $68.9M
Cypress Capital, LLC 18.76% Reduce -16.0% 749,078 $68.8M
Abich Financial Wealth Management LLC 44.56% Add +153.7% 713,950 $65.5M
Bank of Nova Scotia 0.13% Add +425.4% 700,676 $64.2M
Mariner, LLC 0.12% Add +9.6% 698,939 $64.1M
Axxcess Wealth Management, LLC 1.75% Add +11.6% 697,430 $64.0M
Bell Bank 5.26% Reduce -6.4% 682,131 $62.6M
Commonwealth Equity Services, LLC 0.10% Add +24.0% 658,749 $60.5M
Synergy Asset Management, LLC 9.25% Add +41.0% 642,407 $59.0M
Delta Investment Management, LLC 12.95% Add +180.6% 639,381 $58.7M
3EDGE Asset Management, LP 4.49% Add +688.4% 623,966 $57.3M
Capital Asset Advisory Services LLC 3.09% Add +11.7% 623,455 $57.1M
Twelve Points Wealth Management LLC 20.03% Reduce -9.1% 620,487 $56.9M
Capital Investment Advisory Services, LLC 5.75% Reduce -19.9% 607,477 $55.8M
Hibernia Wealth Partners, LLC 19.09% Add +104.6% 597,374 $54.8M
One Capital Management, LLC 1.86% Add +16.4% 595,463 $54.7M
Scharf Investments, LLC 1.52% Add +69.4% 582,268 $53.4M
12th Street Asset Management Company, LLC 9.64% Add +68.0% 575,380 $52.8M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -62.4% 568,447 $52.2M
Sollinda Capital Management LLC 15.69% Reduce -43.9% 561,212 $51.5M
HSBC Holdings PLC 0.03% Add +12.8% 545,860 $50.1M
Assetmark, Inc. 0.15% Add +10.9% 543,480 $49.9M
Orion Porfolio Solutions, LLC 0.51% Add +34.0% 526,400 $48.3M
Orion Portfolio Solutions, LLC 0.51% Add +34.0% 526,400 $48.3M
Global Retirement Partners, LLC 1.44% Add +10.5% 499,571 $45.9M
Envestnet Portfolio Solutions, Inc. 0.16% Add +4.1% 496,610 $45.6M
FMR LLC 0.00% Add +25431.6% 496,335 $45.6M
HighTower Advisors, LLC 0.07% Add +24.5% 482,566 $44.3M
Acorns Advisers, LLC 0.47% Add +2.7% 482,060 $44.2M
Atria Wealth Solutions, Inc. 0.49% Reduce -15.5% 480,706 $44.1M
Baird Financial Group, Inc. 0.09% Add +1.9% 477,796 $43.9M
Composition Wealth, LLC 1.05% Add +85.8% 469,651 $43.1M
Lake Street Advisors Group, LLC 2.02% Reduce -16.1% 457,245 $42.0M
EP Wealth Advisors, LLC 0.44% Reduce -6.0% 446,544 $41.0M
Centaurus Financial, Inc. 2.69% Reduce -17.1% 440,791 $40.5M
Jordan Park Group LLC 3.04% Reduce -2.4% 433,461 $39.8M
Tectonic Advisors LLC 2.82% Add +10.9% 424,972 $39.0M
Bank of Montreal 0.01% Add +187.4% 413,747 $38.0M
Northstar Group, Inc. 7.49% Add +19.4% 413,509 $38.0M
Thrivent Financial for Lutherans 0.08% Add +8.7% 410,581 $37.7M
Convergence Financial, LLC 9.46% Add +22.7% 390,023 $35.8M
Apriem Advisors 4.30% Add +0.8% 382,419 $35.1M
Mercer Global Advisors Inc. 0.10% Reduce -0.0% 710,240 $35.0M
Freedom Investment Management, Inc. 2.78% Reduce -29.6% 370,135 $34.0M
Rockefeller Capital Management L.P. 0.10% Add +111.0% 367,674 $33.7M
Weaver Capital Management LLC 10.82% Add +13.9% 365,006 $33.5M
Brookstone Capital Management 0.55% Reduce -28.0% 364,555 $33.4M
MML Investors Services, LLC 0.13% Add +14.6% 363,440 $33.4M
Alethea Capital Management, LLC 25.07% Add +49.7% 360,028 $33.0M
Millennium Management 0.03% Reduce -67.5% 359,833 $33.0M
Natixis Advisors, LLC 0.07% New 352,356 $32.3M
First Eagle Investment Management, LLC 0.07% Add +17.5% 345,506 $31.7M
Fortis Group Advisors, LLC 6.23% Reduce -14.7% 342,037 $31.4M
Trek Financial, LLC 2.45% Reduce -0.1% 335,920 $30.8M
Pacific Capital Wealth Advisors, Inc. 5.41% Add +92.2% 322,783 $29.6M
Avantax Advisory Services, Inc. 0.21% Add +165.5% 322,297 $29.6M
Bridgewealth Advisory Group, LLC 13.09% Reduce -6.7% 321,826 $29.5M
Federation des caisses Desjardins du Quebec 0.15% Reduce -2.8% 314,732 $28.9M
Citigroup Inc. 0.03% Reduce -6.2% 313,849 $28.8M
Parkwood LLC 3.58% Reduce -3.2% 313,500 $28.8M
Hanover Advisors Inc. 12.72% Reduce -0.6% 311,868 $28.6M
Milestone Asset Management, LLC 7.14% Add +436.6% 310,757 $28.5M
Hershey Financial Advisers, LLC 25.58% — 310,547 $28.5M

"% of holder's portfolio" is BIL's weight in each manager's 13F, not the share of SS SPDR BB 1-3M T-Bill ETF the manager owns.

Show all 1,030 holders