SS SPDR BB 1-3M T-Bill ETFBILETF

13F holders, Q3 2024 (September 30)
1,042holders +12
103new positions
94sold out
5famous investors
$91.79avg. 13F price*

At the end of Q3 2024, 1,042 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 12 from Q2 2024. 103 opened new positions and 94 sold out. The largest holders were Morgan Stanley ($1.7B), Bank of America Corp. ($1.5B) and LPL Financial LLC ($970.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
SS SPDR BB 1-3M T-Bill ETF
Filed as
SPDR SER TR (Q3 2024)
CUSIP
78468R663
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions103$388.7M
Exits94$306.2M

All 13F filers, Q2 2024 → Q3 2024: 27,069,112 shares bought and 40,897,982 shares sold, net −13,828,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,042 holders

Morgan Stanley 0.12% Add +9.3% 18,703,073 $1.7B
Bank of America Corp. 0.13% Reduce -0.9% 16,145,967 $1.5B
LPL Financial LLC 0.43% Add +6.1% 10,572,182 $970.6M
Mercer Global Advisors Inc. 1.79% Add +1075.8% 8,351,349 $763.8M
UBS Group AG 0.16% Reduce -7.9% 6,332,245 $581.4M
Envestnet Asset Management Inc. 0.17% Reduce -24.8% 5,672,417 $520.8M
Wells Fargo & Company 0.13% Reduce -1.9% 5,661,884 $519.8M
Royal Bank of Canada 0.11% Add +4.8% 5,360,389 $492.1M
Truist Financial Corp. 0.76% Add +1.4% 5,289,659 $485.6M
Stifel Financial Corp. 0.45% Add +5.5% 4,719,955 $433.3M
Capital Wealth Planning, LLC 3.24% Reduce -35.7% 3,784,490 $347.5M
Capital International Investors 0.06% Add +11.7% 3,380,431 $310.3M
Captrust Financial Advisors 0.90% Reduce -12.5% 3,288,671 $301.9M
Osaic Holdings, Inc. 0.58% Reduce -0.1% 2,822,999 $259.2M
Partners Capital Investment Group, LLP 3.43% Add +40.6% 2,334,628 $214.3M
Beacon Capital Management, Inc. 8.02% Reduce -5.9% 2,095,924 $192.4M
Cetera Investment Advisers 0.41% Reduce -35.1% 2,045,927 $187.8M
Oppenheimer Asset Management Inc. 2.11% Reduce -2.6% 1,908,130 $175.2M
Cwm, LLC 0.74% Add +1.4% 1,864,939 $171.2M
Banco Bilbao Vizcaya Argentaria, S.A. 1.71% Reduce -13.3% 1,854,715 $170.5M
Ameriprise Financial Inc. 0.04% Reduce -10.1% 1,776,008 $163.1M
Raymond James Financial Services Advisors, Inc. 0.16% Reduce -9.2% 1,343,741 $123.4M
Cambridge Investment Research Advisors, Inc. 0.39% Add +5.5% 1,239,128 $113.8M
Howard Capital Management, LLC 1.78% Reduce -21.1% 1,182,594 $108.6M
Sandhill Capital Partners LLC 7.67% Add +30.7% 1,171,410 $107.5M
Creative Planning 0.11% Reduce -1.0% 1,169,824 $107.4M
Eagle Capital Management LLC 0.38% Add +34.5% 1,118,502 $102.7M
Raymond James & Associates 0.05% Reduce -8.4% 979,557 $89.9M
Dakota Wealth Management 1.96% Reduce -14.9% 941,220 $86.4M
Renaissance Technologies 0.13% Add +7.3% 911,000 $83.6M
Foundations Investment Advisors, LLC 1.72% Reduce -41.0% 893,198 $82.0M
3EDGE Asset Management, LP 5.75% Add +41.6% 883,527 $81.1M
BlackRock, Inc. 0.00% — 853,844 $78.4M
Private Advisor Group, LLC 0.49% Add +7.3% 852,354 $78.3M
Axxcess Wealth Management, LLC 1.97% Add +22.0% 850,613 $78.1M
Cypress Capital, LLC 20.04% Add +13.0% 846,237 $77.7M
Assetmark, Inc. 0.21% Add +48.3% 805,753 $74.0M
Advisory Services Network, LLC 1.51% No change 796,225 $73.1M
Impact Partnership Wealth, LLC 16.17% Reduce -26.7% 780,612 $71.7M
Agf Management Ltd. 0.36% New 776,527 $71.3M
Capital Asset Advisory Services LLC 3.50% Add +22.6% 764,412 $70.0M
Commonwealth Equity Services, LLC 0.10% Add +12.4% 740,357 $68.0M
Synergy Asset Management, LLC 9.97% Add +11.1% 713,712 $65.5M
MBL Wealth, LLC 7.05% Reduce -12.8% 711,908 $65.4M
HSBC Holdings PLC 0.04% Add +23.1% 672,110 $61.7M
Twelve Points Wealth Management LLC 19.16% Add +6.9% 663,196 $60.9M
Capital Investment Advisory Services, LLC 5.63% Add +6.4% 646,396 $59.3M
Hibernia Wealth Partners, LLC 20.36% Add +7.1% 639,683 $58.7M
Millennium Management 0.05% Add +76.8% 636,201 $58.4M
Northwestern Mutual Wealth Management Co. 0.05% Add +11.7% 634,953 $58.3M
Baird Financial Group, Inc. 0.11% Add +30.3% 622,761 $57.2M
Trilogy Capital Inc. 2.77% Add +112.9% 598,019 $54.9M
EP Wealth Advisors, LLC 0.46% Add +30.7% 583,765 $53.6M
Equitable Holdings, Inc. 0.52% Add +195.2% 581,784 $53.4M
Sollinda Capital Management LLC 14.96% Add +2.9% 577,397 $53.0M
Susquehanna International Group, LLP 0.09% Add +658.2% 543,502 $49.9M
Composition Wealth, LLC 1.13% Add +13.1% 530,958 $48.7M
Acorns Advisers, LLC 0.46% Add +4.2% 502,054 $46.1M
JPMorgan Chase & Co. 0.00% Reduce -34.9% 488,666 $44.9M
Salomon & Ludwin, LLC 4.52% Add +450.6% 483,327 $44.4M
First Trust Advisors LP 0.04% New 482,251 $44.3M
Centaurus Financial, Inc. 2.74% Add +6.3% 468,611 $43.0M
Mariner, LLC 0.08% Reduce -33.7% 463,520 $42.6M
Rockefeller Capital Management L.P. 0.11% Add +25.6% 461,725 $42.4M
Scharf Investments, LLC 1.16% Reduce -21.4% 457,679 $42.0M
GTS Securities LLC 0.82% Add +230.4% 446,859 $41.0M
Clear Creek Financial Management, LLC 4.61% Add +357.0% 443,474 $40.7M
St. Louis Financial Planners Asset Management, LLC 32.24% Add +201.7% 443,699 $40.6M
Envestnet Portfolio Solutions, Inc. 0.13% Reduce -13.0% 432,013 $39.7M
12th Street Asset Management Company, LLC 6.66% Reduce -25.2% 430,301 $39.5M
Convergence Financial, LLC 8.36% Add +9.9% 428,820 $39.4M
Atria Wealth Solutions, Inc. 0.42% Reduce -11.7% 424,283 $39.0M
Northstar Group, Inc. 7.06% Add +2.2% 422,448 $38.8M
Lake Street Advisors Group, LLC 1.79% Reduce -8.0% 420,911 $38.6M
HighTower Advisors, LLC 0.06% Reduce -15.0% 410,014 $37.6M
RIA Advisory Group LLC 13.27% — 409,344 $37.6M
Brookstone Capital Management 0.54% Add +10.1% 401,283 $36.8M
Fortis Group Advisors, LLC 6.76% Add +16.5% 398,481 $36.6M
Flow Traders U.S. LLC 1.82% New 391,561 $35.9M
Moneta Group Investment Advisors LLC 0.52% Add +3881.2% 387,885 $35.6M
49 Wealth Management, LLC 5.57% Add +80.0% 372,554 $34.2M
Natixis Advisors, LLC 0.07% Add +4.8% 369,110 $33.9M
Weaver Capital Management LLC 10.10% Add +0.3% 366,233 $33.6M
Carrera Capital Advisors 8.14% Reduce -62.6% 362,551 $33.3M
Auour Investments LLC 11.81% Add +24.0% 360,111 $33.0M
First Eagle Investment Management, LLC 0.07% Add +2.9% 355,594 $32.6M
Tectonic Advisors LLC 2.12% Reduce -17.2% 351,993 $32.3M
Prostatis Group LLC 10.35% Add +2554.0% 344,433 $31.6M
Milestone Asset Management, LLC 7.11% Add +10.7% 344,061 $31.6M
BNP Paribas Financial Markets 0.03% Add +37.4% 332,764 $30.6M
Freedom Investment Management, Inc. 2.38% Reduce -12.0% 325,724 $29.9M
Alethea Capital Management, LLC 21.49% Reduce -10.0% 324,107 $29.8M
Bridgewealth Advisory Group, LLC 10.50% Reduce -2.3% 314,393 $28.9M
Federation des caisses Desjardins du Quebec 0.14% Reduce -0.4% 313,611 $28.8M
Citigroup Inc. 0.03% Reduce -0.4% 312,507 $28.7M
NorthCoast Asset Management LLC 0.20% Add +25.4% 311,640 $28.6M
Hanover Advisors Inc. 11.84% Reduce -1.6% 307,011 $28.2M
CWA Asset Management Group, LLC 1.48% — 302,617 $27.8M
MML Investors Services, LLC 0.10% Reduce -17.2% 300,789 $27.6M
St. James Investment Company, LLC 4.51% Add +67.5% 290,833 $26.7M

"% 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 1,042 holders