SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q2 2024 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $301.5M |
| Exits | 75 | $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.