SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q1 2026 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 155 | $831.9M |
| Exits | 78 | $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.