SS SPDR BB 1-3M T-Bill ETFBILETF

13F holders, Q4 2024 (December 31)
1,128holders +86
104new positions
101sold out
6famous investors
$91.29avg. 13F price*

At the end of Q4 2024, 1,128 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 86 from Q3 2024. 104 opened new positions and 101 sold out. The largest holders were Morgan Stanley ($1.8B), Bank of America Corp. ($1.5B) and LPL Financial LLC ($1.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
SS SPDR BB 1-3M T-Bill ETF
Filed as
SPDR SER TR (Q4 2024)
CUSIP
78468R663
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions104$311.9M
Exits101$349.0M

All 13F filers, Q3 2024 → Q4 2024: 31,610,847 shares bought and 25,020,279 shares sold, net +6,590,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,128 holders

Morgan Stanley 0.12% Add +3.7% 19,397,861 $1.8B
Bank of America Corp. 0.14% Add +1.3% 16,351,490 $1.5B
LPL Financial LLC 0.43% Add +8.7% 11,493,716 $1.1B
UBS Group AG 0.13% Add +2.9% 6,517,954 $595.9M
Wells Fargo & Company 0.13% Add +7.9% 6,111,140 $558.7M
Envestnet Asset Management Inc. 0.17% Add +5.0% 5,954,230 $544.4M
Royal Bank of Canada 0.11% Add +5.3% 5,644,142 $516.0M
Capital Wealth Planning, LLC 4.31% Add +34.8% 5,100,385 $466.3M
Stifel Financial Corp. 0.48% Add +6.0% 5,005,203 $457.6M
Captrust Financial Advisors 0.89% Add +3.2% 3,394,322 $310.3M
Truist Financial Corp. 0.44% Reduce -42.1% 3,061,968 $280.0M
Raymond James Financial Inc. 0.09% — 2,716,541 $248.4M
3EDGE Asset Management, LP 14.97% Add +200.4% 2,654,458 $242.7M
Osaic Holdings, Inc. 0.49% Reduce -14.8% 2,404,942 $219.4M
Cetera Investment Advisers 0.46% Add +16.7% 2,388,241 $218.4M
Capital International Investors 0.04% Reduce -33.9% 2,235,797 $204.4M
Partners Capital Investment Group, LLP 5.44% Reduce -7.4% 2,162,143 $197.7M
Beacon Capital Management, Inc. 7.76% Reduce -6.5% 1,959,642 $179.2M
Ameriprise Financial Inc. 0.04% Add +6.7% 1,894,172 $173.2M
Oppenheimer Asset Management Inc. 2.05% Reduce -3.4% 1,843,014 $168.5M
Cwm, LLC 0.70% Reduce -1.4% 1,838,807 $168.1M
BlackRock, Inc. 0.00% Add +104.3% 1,744,189 $159.5M
Banco Bilbao Vizcaya Argentaria, S.A. 1.68% Reduce -6.8% 1,728,657 $159.4M
Synergy Asset Management, LLC 11.68% Add +130.9% 1,647,966 $151.0M
Eagle Capital Management LLC 0.47% Add +27.2% 1,422,441 $130.1M
Agf Management Ltd. 0.62% Add +75.3% 1,361,259 $124.5M
Dakota Wealth Management 2.86% Add +44.5% 1,360,180 $124.4M
Creative Planning 0.12% Add +14.7% 1,341,540 $122.7M
Cambridge Investment Research Advisors, Inc. 0.41% Add +7.6% 1,332,775 $121.9M
MBL Wealth, LLC 10.95% Add +67.3% 1,190,644 $108.9M
Howard Capital Management, LLC 1.63% Reduce -2.9% 1,148,367 $105.0M
Equitable Holdings, Inc. 0.99% Add +95.2% 1,135,410 $103.8M
Ashton Thomas Private Wealth, LLC 4.00% Add +381.4% 1,123,276 $102.7M
Sandhill Capital Partners LLC 7.54% Reduce -10.2% 1,051,661 $96.2M
Renaissance Technologies 0.14% Add +10.9% 1,010,000 $92.3M
Assetmark, Inc. 0.25% Add +24.0% 998,844 $91.3M
Dimension Capital Management LLC 14.47% New 969,011 $88.6M
AQR Capital Management 0.11% Add +906.5% 963,468 $88.1M
Private Advisor Group, LLC 0.49% Add +11.4% 949,571 $86.8M
Impact Partnership Wealth, LLC 17.32% Add +20.2% 938,605 $85.8M
Ieq Capital, LLC 0.80% Add +533.4% 904,477 $82.7M
Axxcess Wealth Management, LLC 2.04% Add +6.0% 901,745 $82.4M
Northwestern Mutual Wealth Management Co. 0.06% Add +28.5% 815,788 $74.6M
Millennium Management 0.07% Add +25.4% 798,079 $73.0M
Cypress Capital, LLC 20.70% Reduce -6.4% 791,861 $72.4M
Capital Asset Advisory Services LLC 3.51% Add +2.0% 779,952 $71.3M
Twelve Points Wealth Management LLC 19.82% Add +13.7% 753,952 $68.9M
Sollinda Capital Management LLC 18.00% Add +24.1% 716,304 $65.5M
Capital Investment Advisory Services, LLC 6.29% Add +10.6% 714,609 $65.3M
Advisory Services Network, LLC 1.20% Reduce -11.3% 706,038 $64.6M
Foundations Investment Advisors, LLC 1.24% Reduce -21.2% 703,960 $64.4M
Composition Wealth, LLC 1.29% Add +31.5% 697,987 $63.8M
Delta Investment Management, LLC 12.31% Add +404.2% 691,220 $63.2M
CWA Asset Management Group, LLC 3.02% Add +116.4% 654,730 $59.9M
Commonwealth Equity Services, LLC 0.09% Reduce -12.3% 649,424 $59.4M
Envestnet Portfolio Solutions, Inc. 0.19% Add +45.6% 628,996 $57.5M
Mariner, LLC 0.09% Add +33.1% 616,992 $56.4M
Baird Financial Group, Inc. 0.10% Reduce -4.4% 595,207 $54.4M
JPMorgan Chase & Co. 0.00% Add +18.6% 579,545 $53.0M
EP Wealth Advisors, LLC 0.43% Reduce -2.0% 572,020 $52.3M
Rockefeller Capital Management L.P. 0.13% Add +22.4% 565,384 $51.7M
HSBC Holdings PLC 0.03% Reduce -18.3% 549,010 $50.2M
HighTower Advisors, LLC 0.07% Add +33.4% 547,055 $50.0M
Moneta Group Investment Advisors LLC 0.69% Add +39.9% 542,600 $49.6M
Running Point Capital Advisors, LLC 16.70% Add +106.0% 533,322 $48.8M
Federation des caisses Desjardins du Quebec 0.24% Add +67.6% 525,671 $48.1M
St. Louis Financial Planners Asset Management, LLC 34.12% Add +16.4% 516,560 $47.2M
Acorns Advisers, LLC 0.45% Add +1.4% 508,855 $46.5M
Northstar Group, Inc. 7.78% Add +15.8% 489,008 $44.7M
Salomon & Ludwin, LLC 4.67% Reduce -0.2% 482,471 $44.1M
Atria Wealth Solutions, Inc. 0.48% Add +11.8% 474,238 $43.4M
49 Wealth Management, LLC 6.04% Add +24.4% 463,294 $42.4M
Fortis Group Advisors, LLC 7.69% Add +13.3% 451,561 $41.3M
McElhenny Sheffield Capital Management, LLC 13.55% Add +3451.9% 442,140 $40.4M
MML Investors Services, LLC 0.14% Add +42.7% 429,129 $39.2M
Financial & Tax Architects, LLC 9.89% Add +88.4% 424,653 $38.8M
Integrated Advisors Network LLC 1.82% Add +170.8% 415,634 $38.0M
RFG Advisory, LLC 1.07% Add +62.6% 413,894 $37.8M
Carrera Capital Advisors 8.50% Add +9.6% 397,318 $36.3M
Sprott Inc. 2.40% Add +99.7% 394,009 $36.0M
St. James Investment Company, LLC 6.22% Add +35.5% 393,998 $36.0M
Trilogy Capital Inc. 1.85% Reduce -34.2% 393,587 $36.0M
Natixis Advisors, LLC 0.07% Add +6.6% 393,315 $36.0M
Centaurus Financial, Inc. 2.17% Reduce -16.9% 389,405 $35.6M
Bridgewealth Advisory Group, LLC 9.79% Add +20.3% 378,217 $34.6M
Sykon Capital LLC 11.74% Add +1154.0% 372,757 $34.1M
Townsquare Capital LLC 0.38% Add +125.6% 372,128 $34.0M
Westwood Holdings Group Inc. 0.26% Add +41.3% 371,285 $33.9M
Turning Point Benefit Group, Inc. 31.59% — 363,349 $33.2M
Brasada Capital Management, LP 5.89% Add +92.4% 362,045 $33.1M
Convergence Financial, LLC 6.54% Reduce -16.4% 358,722 $32.8M
Brookstone Capital Management 0.48% Reduce -10.7% 358,293 $32.8M
Auour Investments LLC 11.16% Reduce -3.4% 347,740 $31.9M
Innovative Advisory Group, LLC 28.11% — 344,827 $31.5M
Hibernia Wealth Partners, LLC 23.82% Reduce -46.8% 340,621 $31.1M
Avantax Advisory Services, Inc. 0.19% Add +16.2% 336,885 $30.8M
Hanover Advisors Inc. 12.83% Add +9.0% 334,535 $30.6M
Keating Investment Counselors Inc. 9.36% Add +16.8% 327,742 $30.0M
First Eagle Investment Management, LLC 0.07% Reduce -9.2% 322,746 $29.5M
Tectonic Advisors LLC 1.89% Reduce -10.0% 316,895 $29.0M

"% 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 1,128 holders