SS SPDR BB 1-3M T-Bill ETFBILETF

13F holders, Q1 2025 (March 31)
1,168holders +40
134new positions
85sold out
6famous investors
$91.71avg. 13F price*

At the end of Q1 2025, 1,168 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 40 from Q4 2024. 134 opened new positions and 85 sold out. The largest holders were Morgan Stanley ($2.0B), Bank of America Corp. ($1.4B) and LPL Financial LLC ($1.1B). 6 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
SS SPDR BB 1-3M T-Bill ETF
Filed as
SPDR SER TR (Q1 2025)
CUSIP
78468R663
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions134$505.7M
Exits85$162.2M

All 13F filers, Q4 2024 → Q1 2025: 46,385,406 shares bought and 19,322,212 shares sold, net +27,063,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,168 holders

Morgan Stanley 0.14% Add +11.6% 21,644,765 $2.0B
Bank of America Corp. 0.13% Reduce -5.2% 15,505,913 $1.4B
LPL Financial LLC 0.45% Add +8.8% 12,500,373 $1.1B
Assetmark, Inc. 1.84% Add +629.3% 7,284,971 $668.3M
Royal Bank of Canada 0.14% Add +22.0% 6,888,377 $631.9M
Wells Fargo & Company 0.15% Add +11.3% 6,802,995 $624.0M
UBS Group AG 0.14% Add +3.7% 6,758,773 $620.0M
Envestnet Asset Management Inc. 0.19% Add +9.8% 6,538,272 $599.8M
Stifel Financial Corp. 0.53% Add +9.5% 5,481,026 $502.8M
Capital Wealth Planning, LLC 4.31% Add +6.3% 5,419,049 $497.1M
Captrust Financial Advisors 0.76% Reduce -3.1% 3,290,409 $301.8M
Truist Financial Corp. 0.47% Add +4.4% 3,197,985 $293.4M
Raymond James Financial Inc. 0.10% Add +6.3% 2,887,793 $264.9M
Partners Capital Investment Group, LLP 4.36% Add +30.1% 2,812,458 $258.0M
Cetera Investment Advisers 0.44% Add +4.4% 2,494,101 $228.8M
Agf Management Ltd. 1.19% Add +80.3% 2,453,640 $225.1M
Capital International Investors 0.04% Add +5.2% 2,351,528 $215.7M
Osaic Holdings, Inc. 0.47% Reduce -4.7% 2,292,318 $210.3M
Oppenheimer Asset Management Inc. 2.45% Add +16.9% 2,154,832 $197.7M
Cwm, LLC 0.74% Add +10.4% 2,030,309 $186.2M
Citigroup Inc. 0.14% Add +573.5% 2,023,621 $185.6M
Banco Bilbao Vizcaya Argentaria, S.A. 1.82% Add +13.6% 1,963,456 $180.6M
3EDGE Asset Management, LP 12.16% Reduce -26.6% 1,949,804 $178.9M
Dakota Wealth Management 3.97% Add +35.8% 1,846,887 $169.4M
Halbert Hargrove Global Advisors, LLC 8.51% New 1,629,049 $149.4M
Ameriprise Financial Inc. 0.04% Reduce -21.0% 1,496,900 $137.3M
Cambridge Investment Research Advisors, Inc. 0.46% Add +11.0% 1,479,845 $135.7M
BlackRock, Inc. 0.00% Reduce -16.6% 1,453,713 $133.3M
Creative Planning 0.12% Add +6.2% 1,424,407 $130.7M
Howard Capital Management, LLC 3.06% Add +15.7% 1,328,263 $121.8M
Sandhill Capital Partners LLC 10.00% Add +26.1% 1,325,659 $121.6M
Renaissance Technologies 0.17% Add +24.3% 1,255,300 $115.1M
Ashton Thomas Private Wealth, LLC 4.35% Add +10.3% 1,238,873 $113.6M
AQR Capital Management 0.11% Add +23.6% 1,190,656 $109.2M
Ieq Capital, LLC 0.87% Add +31.4% 1,188,895 $109.1M
Eagle Capital Management LLC 0.39% Reduce -17.6% 1,172,158 $107.5M
Concurrent Investment Advisors, LLC 2.58% Add +309.4% 1,153,811 $105.8M
MBL Wealth, LLC 10.43% Reduce -5.8% 1,122,172 $102.9M
Scharf Investments, LLC 3.05% Add +340.4% 1,099,547 $100.9M
Mariner, LLC 0.15% Add +58.1% 975,582 $89.5M
Private Advisor Group, LLC 0.52% Reduce -1.9% 931,283 $85.4M
Commonwealth Equity Services, LLC 0.12% Add +38.9% 902,085 $82.7M
Composition Wealth, LLC 1.57% Add +22.3% 853,297 $78.3M
Foundations Investment Advisors, LLC 1.40% Add +17.3% 825,833 $75.8M
12th Street Asset Management Company, LLC 12.78% Add +214.8% 817,266 $75.0M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -2.3% 797,277 $73.1M
Twelve Points Wealth Management LLC 19.45% Add +3.6% 781,413 $71.7M
Axxcess Wealth Management, LLC 1.95% Reduce -13.5% 779,930 $71.5M
JPMorgan Chase & Co. 0.01% Add +32.1% 765,528 $70.2M
JNBA Financial Advisors 7.21% Add +16191.9% 758,389 $69.6M
Rockefeller Capital Management L.P. 0.17% Add +32.3% 748,029 $68.6M
Thor Trading Advisors, LLC 27.47% Add +318.8% 741,141 $68.0M
Capital Investment Advisory Services, LLC 5.80% Reduce -1.0% 707,176 $64.9M
Cypress Capital, LLC 18.57% Reduce -11.3% 702,227 $64.4M
Capital Asset Advisory Services LLC 3.27% Reduce -10.0% 701,847 $64.2M
Modern Wealth Management, LLC 2.04% Add +491.6% 697,173 $64.0M
HighTower Advisors, LLC 0.09% Add +24.9% 683,386 $62.7M
Baird Financial Group, Inc. 0.12% Add +14.1% 679,387 $62.3M
Millennium Management 0.06% Reduce -14.9% 679,034 $62.3M
Advisory Services Network, LLC 1.19% Reduce -4.1% 677,387 $62.1M
Randolph Co Inc 7.10% Add +841.9% 661,660 $60.7M
Impact Partnership Wealth, LLC 12.66% Reduce -31.1% 646,197 $59.3M
St. Louis Financial Planners Asset Management, LLC 42.45% Add +19.9% 619,155 $56.8M
Moneta Group Investment Advisors LLC 0.78% Add +13.7% 616,976 $56.6M
CWA Asset Management Group, LLC 2.65% Reduce -7.9% 602,719 $55.3M
RFG Advisory, LLC 1.45% Add +41.3% 584,637 $53.6M
St. James Investment Company, LLC 8.88% Add +47.4% 580,825 $53.3M
Envestnet Portfolio Solutions, Inc. 0.20% Reduce -8.5% 575,292 $52.8M
EP Wealth Advisors, LLC 0.42% Reduce -0.3% 570,422 $52.3M
Trilogy Capital Inc. 2.70% Add +42.8% 561,875 $51.5M
Bank of Montreal 0.03% Add +252.7% 551,704 $50.6M
Acorns Advisers, LLC 0.47% Add +5.8% 538,240 $49.4M
Synergy Asset Management, LLC 6.17% Reduce -67.6% 533,333 $48.9M
Running Point Capital Advisors, LLC 15.40% Reduce -0.8% 528,832 $48.5M
Dimension Capital Management LLC 8.50% Reduce -46.1% 522,556 $47.9M
Sollinda Capital Management LLC 13.27% Reduce -27.4% 519,898 $47.7M
Brookstone Capital Management 0.68% Add +44.5% 517,565 $47.5M
Northstar Group, Inc. 8.05% Add +5.8% 517,558 $47.5M
State Street Corp. 0.00% New 516,740 $47.4M
Brasada Capital Management, LP 9.28% Add +40.2% 507,612 $46.5M
Salomon & Ludwin, LLC 4.88% Add +3.4% 498,938 $45.8M
Second Half Financial Partners, LLC 21.82% Add +310.0% 479,809 $44.0M
Mutual Advisors, LLC 1.26% Add +91.7% 479,405 $44.0M
Auour Investments LLC 15.81% Add +36.8% 475,679 $43.6M
Fortis Group Advisors, LLC 8.34% Add +3.8% 468,488 $43.0M
Atria Wealth Solutions, Inc. 0.52% Reduce -1.4% 467,402 $42.9M
Park Edge Advisors, LLC 11.79% Add +402.6% 461,592 $42.3M
Federation des caisses Desjardins du Quebec 0.21% Reduce -13.8% 453,131 $41.6M
Prostatis Group LLC 12.85% Add +149.4% 444,097 $40.7M
Westwood Holdings Group Inc. 0.31% Add +17.4% 435,792 $40.0M
MML Investors Services, LLC 0.13% Add +0.8% 432,381 $39.7M
Tectonic Advisors LLC 2.48% Add +36.3% 431,999 $39.6M
Bank of New York Mellon Corp 0.01% Add +96.7% 412,409 $37.8M
Integrity Alliance, Llc. 1.48% Add +86.7% 407,505 $37.4M
Integrated Advisors Network LLC 1.89% Reduce -2.3% 406,279 $37.3M
Gitterman Wealth Management, LLC 9.82% Add +48.2% 403,025 $37.0M
Verdence Capital Advisors LLC 2.78% Add +101.4% 397,138 $36.4M
Townsquare Capital LLC 0.39% Add +6.1% 394,863 $36.2M
Belpointe Asset Management LLC 1.85% Add +90.9% 387,709 $35.6M
Turim 21 Investimentos Ltda. 9.42% New 382,140 $35.1M

"% 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 1,168 holders