SS SPDR BB 1-3M T-Bill ETFBILETF

13F holders, Q1 2026 (March 31)
1,321holders +77
155new positions
78sold out
5famous investors
$91.58avg. 13F price*

At the end of Q1 2026, 1,321 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 77 from Q4 2025. 155 opened new positions and 78 sold out. The largest holders were Morgan Stanley ($2.8B), Bank of America Corp. ($1.7B) and LPL Financial LLC ($1.5B). 5 famous investors held it, including Stephen Yacktman (0.3% of Yacktman Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions155$831.9M
Exits78$122.8M

All 13F filers, Q4 2025 → Q1 2026: 94,109,507 shares bought and 18,060,889 shares sold, net +76,048,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,321 holders

Morgan Stanley 0.17% Add +27.9% 30,458,772 $2.8B
Bank of America Corp. 0.13% Add +14.8% 18,872,546 $1.7B
LPL Financial LLC 0.41% Add +27.3% 16,776,336 $1.5B
Howard Capital Management, LLC 19.13% Add +1714.9% 12,760,579 $1.2B
UBS Group AG 0.14% Add +1.3% 8,301,101 $760.7M
Wells Fargo & Company 0.15% Add +17.3% 8,195,302 $751.0M
Royal Bank of Canada 0.14% Reduce -1.3% 8,064,081 $739.0M
3EDGE Asset Management, LP 34.51% Add +218.2% 7,790,161 $713.9M
Envestnet Asset Management Inc. 0.18% Add +138.3% 7,296,191 $668.6M
Assetmark, Inc. 1.07% Add +290.8% 5,707,321 $523.0M
Raymond James Financial Inc. 0.15% Add +28.5% 5,379,913 $493.0M
AQR Capital Management 0.21% Add +8.2% 4,994,283 $457.7M
Stifel Financial Corp. 0.40% Add +2.9% 4,797,901 $439.7M
Ieq Capital, LLC 2.03% Add +19.1% 4,777,199 $437.8M
Cetera Investment Advisers 0.42% Add +52.0% 4,348,951 $398.5M
Capital Wealth Planning, LLC 2.01% Reduce -17.2% 3,982,248 $364.9M
Captrust Financial Advisors 0.62% Reduce -1.4% 3,886,561 $356.2M
Banco Bilbao Vizcaya Argentaria, S.A. 2.28% Add +30.0% 3,564,358 $325.1M
Westwood Holdings Group Inc. 2.35% Add +2462.8% 3,507,818 $321.5M
Ameriprise Financial Inc. 0.06% Add +100.0% 2,937,116 $269.2M
Capital International Investors 0.06% Reduce -8.8% 2,911,066 $266.8M
Cambridge Investment Research Advisors, Inc. 0.63% Add +56.2% 2,648,917 $242.7M
Cwm, LLC 0.63% Add +6.5% 2,630,828 $241.1M
Osaic Holdings, Inc. 0.32% Add +7.4% 2,398,278 $219.8M
Oppenheimer Asset Management Inc. 2.40% Reduce -0.6% 2,293,052 $210.1M
Counterpoint Mutual Funds LLC 30.36% New 2,206,436 $202.2M
Horizon Investments, LLC 2.15% Add +2946.7% 2,106,472 $191.9M
Agf Management Ltd. 0.84% Add +43.0% 2,042,049 $187.1M
Composition Wealth, LLC 2.51% Add +27.1% 1,995,891 $182.9M
Ashton Thomas Private Wealth, LLC 4.16% Reduce -4.0% 1,917,892 $175.8M
Moneta Group Investment Advisors LLC 1.20% Add +12.3% 1,746,817 $160.1M
Concurrent Investment Advisors, LLC 1.70% Add +697.3% 1,697,549 $155.6M
Richard Bernstein Advisors LLC 4.23% Add +39816200.0% 1,592,652 $146.0M
Rockefeller Capital Management L.P. 0.24% Reduce -2.2% 1,507,147 $138.1M
Equitable Holdings, Inc. 0.85% Add +302.8% 1,449,055 $132.4M
Creative Planning 0.09% Add +1.1% 1,410,921 $129.3M
First Eagle Investment Management, LLC 0.21% Add +91.4% 1,363,410 $124.9M
MBL Wealth, LLC 9.15% Add +20.1% 1,318,642 $120.8M
Dakota Wealth Management 2.57% Add +5.8% 1,296,094 $118.8M
ArrowMark Colorado Holdings LLC 3.09% Reduce -10.1% 1,270,023 $116.4M
Sandhill Capital Partners LLC 9.90% Add +26.8% 1,256,313 $115.1M
Atria Investments, Inc 1.29% Add +589.8% 1,256,192 $115.1M
Northwestern Mutual Wealth Management Co. 0.07% Add +12.1% 1,183,912 $108.5M
Mariner, LLC 0.13% Add +34.3% 1,179,437 $108.1M
Truist Financial Corp. 0.14% Add +25.5% 1,138,500 $104.3M
Foundations Investment Advisors, LLC 1.23% Add +18.8% 1,083,618 $99.3M
Synergy Asset Management, LLC 10.17% Add +81.3% 1,044,993 $95.8M
Bailard, Inc. 2.14% Add +1487.3% 1,016,257 $93.1M
Permanens Capital L.P. 11.66% Add +48.7% 987,782 $90.5M
National Bank of Canada 0.09% Add +148.7% 944,219 $86.5M
BlackRock, Inc. 0.00% Reduce -41.1% 935,238 $85.7M
Private Advisor Group, LLC 0.38% Add +4.3% 886,723 $81.3M
Sprott Inc. 2.45% Add +5.7% 878,051 $80.5M
Mercer Global Advisors Inc. 0.11% Add +14.7% 846,918 $77.6M
Axxcess Wealth Management, LLC 2.45% Add +11.1% 833,469 $76.4M
Ritholtz Wealth Management 1.32% Add +2553.9% 830,484 $76.1M
Brookstone Capital Management 0.76% Add +84.6% 725,320 $66.5M
Innovative Advisory Group, LLC 57.91% Add +477.5% 716,987 $65.7M
Perigon Wealth Management, LLC 1.16% Add +5.8% 696,077 $63.8M
Mirae Asset Global Investments Co., Ltd. 0.18% Add +41.6% 691,000 $63.3M
Convergence Financial, LLC 6.54% Add +92.8% 673,338 $61.7M
Valence8 US LP 21.09% Reduce -21.1% 658,302 $60.3M
Scharf Investments, LLC 1.83% Add +29440.7% 648,714 $59.4M
Commonwealth Equity Services, LLC 0.08% Reduce -15.6% 644,277 $59.0M
Alethea Capital Management, LLC 31.51% Add +170.5% 640,038 $58.7M
Capital Asset Advisory Services LLC 2.22% Add +16.5% 633,113 $58.0M
Baird Financial Group, Inc. 0.09% Reduce -10.1% 614,478 $56.3M
Capital Investment Advisory Services, LLC 4.07% Reduce -14.2% 609,138 $55.8M
Gotham Asset Management 0.17% Reduce -57.2% 600,614 $55.0M
Verdence Capital Advisors LLC 3.14% Add +3.4% 587,776 $53.9M
Janney Montgomery Scott LLC 0.13% Add +210.6% 586,118 $53.7M
Acorns Advisers, LLC 0.40% Add +4.0% 585,347 $53.6M
Cullen Capital Management, LLC 0.54% Add +5019.9% 577,062 $52.9M
Focus Partners Wealth 0.06% Add +17.5% 576,184 $52.8M
Integrated Advisors Network LLC 2.74% Add +89.9% 569,175 $52.2M
Cerity Partners LLC 0.07% Add +423.9% 568,897 $52.1M
St. Louis Financial Planners Asset Management, LLC 29.16% Add +268.2% 561,347 $51.4M
Jefferies Financial Group Inc. 0.65% Add +7.2% 559,760 $51.3M
MML Investors Services, LLC 0.14% Reduce -29.0% 550,043 $50.4M
Portside Wealth Group, LLC 6.69% Add +50.2% 537,421 $49.2M
Oppenheimer & Co. Inc. 0.60% Add +16.3% 536,020 $49.1M
Brasada Capital Management, LP 9.01% Add +69.0% 535,375 $49.0M
Hibernia Wealth Partners, LLC 14.36% Add +2.3% 529,954 $48.6M
Salomon & Ludwin, LLC 4.33% Reduce -0.3% 529,388 $48.5M
Randolph Co Inc 4.62% Reduce -45.5% 527,354 $48.3M
Northstar Group, Inc. 7.05% Reduce -1.8% 525,029 $48.1M
Merit Financial Group, LLC 0.35% Add +60.4% 517,551 $47.4M
Capital Research Global Investors 0.01% Add +945.4% 516,253 $47.3M
Prescott Group Capital Management, L.L.C. 4.71% Reduce -51.3% 516,013 $47.3M
Hamilton Capital Partners, LLC 14.49% Add +613.0% 506,719 $46.4M
Relyea Zuckerberg Hanson LLC 4.66% Add +9.3% 505,482 $46.3M
Sollinda Capital Management LLC 11.12% Add +19.0% 499,382 $45.8M
Proficio Capital Partners LLC 2.43% New 496,430 $45.5M
George Kaiser Family Foundation 5.14% New 495,333 $45.4M
McGuire Investment Group, LLC 5.07% Add +12.2% 489,496 $44.9M
EverSource Wealth Advisors, LLC 1.34% Reduce -14.0% 479,367 $43.9M
Capital World Investors 0.01% Add +25.3% 478,151 $43.8M
Jones Financial Companies LLLP 0.02% Add +160.7% 472,232 $43.3M
Apriem Advisors 4.11% Add +7.5% 470,068 $43.1M
Second Half Financial Partners, LLC 19.36% No change 469,315 $43.0M

"% 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 1,321 holders