SS Spdrb B 3-12M T-Bill ETFBILSETF

13F holders, Q1 2024 (March 31)
242holders
3famous investors
$99.37avg. 13F price*

At the end of Q1 2024, 242 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings. The largest holders were Bank of America Corp. ($181.8M), Cwm, LLC ($167.5M) and LPL Financial LLC ($164.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SS Spdrb B 3-12M T-Bill ETF
Filed as
SPDR SER TR (Q1 2024)
CUSIP
78468R523
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 242Q1 2024Q2 2024: 244Q2 2024Q3 2024: 237Q3 2024Q4 2024: 263Q4 2024Q1 2025: 276Q1 2025Q2 2025: 288Q2 2025Q3 2025: 266Q3 2025Q4 2025: 271Q4 2025Q1 2026: 278Q1 2026Q2 2026: 282Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions36$29.0M
Exits23$51.7M

Ownership 242 holders

Bank of America Corp. 0.02% Reduce -7.4% 1,828,777 $181.8M
Cwm, LLC 0.81% Reduce -3.0% 1,684,629 $167.5M
LPL Financial LLC 0.09% Add +10.5% 1,654,282 $164.5M
Osaic Holdings, Inc. 0.17% Add +5.8% 779,210 $77.5M
Renaissance Technologies 0.12% Reduce -1.4% 739,300 $73.5M
Coldstream Capital Management Inc. 1.31% Add +15.3% 520,419 $51.7M
Napa Wealth Management 25.01% Add +149.3% 477,724 $47.5M
Ameriprise Financial Inc. 0.01% Reduce -28.6% 479,307 $47.4M
Sargent Investment Group, LLC 9.86% Add +15.5% 452,318 $45.0M
Envestnet Asset Management Inc. 0.01% Reduce -35.5% 388,454 $38.6M
Royal Bank of Canada 0.01% Add +9.5% 385,565 $38.3M
Partners Capital Investment Group, LLP 1.13% Reduce -39.6% 379,432 $37.7M
Proficio Capital Partners LLC 3.34% Reduce -45.6% 309,087 $30.3M
Stephens Inc. 0.45% Reduce -4.4% 294,135 $29.2M
Fortis Group Advisors, LLC 5.02% Reduce -54.6% 274,262 $27.3M
Commonwealth Equity Services, LLC 0.04% Add +9.1% 264,614 $26.3M
Pecaut & Co. 9.11% Add +9.0% 245,198 $24.4M
Altiora Financial Group, LLC 6.11% Add +11.9% 226,368 $22.5M
CWA Asset Management Group, LLC 1.36% Reduce -9.9% 224,195 $22.3M
TMD Wealth Management, LLC 4.41% Add +28.8% 189,905 $18.9M
Waldron Private Wealth LLC 0.82% Reduce -7.5% 183,503 $18.2M
NDWM LLC 16.61% Reduce -0.7% 183,452 $18.2M
GeoWealth Management, LLC 0.70% Add +1.1% 181,905 $18.1M
Epoch Investment Partners, Inc. 0.08% Reduce -13.9% 175,905 $17.5M
Cetera Investment Advisers 0.04% Add +347.4% 165,159 $16.4M
Choate Investment Advisors 0.44% Add +6.5% 162,819 $16.2M
Ashton Thomas Private Wealth, LLC 0.92% Reduce -9.6% 161,030 $16.0M
Iams Wealth Management, LLC 9.72% Add +25.7% 159,942 $15.9M
Peak Asset Management, LLC 2.76% Add +5.5% 140,383 $14.0M
UBS Group AG 0.00% Add +13.5% 137,030 $13.6M
Kelman-Lazarov, Inc. 2.63% Reduce -12.5% 135,558 $13.5M
Raymond James & Associates 0.01% Reduce -40.7% 131,923 $13.1M
Delos Wealth Advisors, LLC 14.72% Add +0.7% 131,727 $13.1M
Castlekeep Investment Advisors LLC 9.20% Add +11.8% 128,407 $12.8M
Jane Street Group, LLC 0.02% Add +1560.3% 121,364 $12.1M
Lake Street Advisors Group, LLC 0.54% Reduce -25.0% 115,000 $11.4M
Portland Global Advisors LLC 1.51% Add +25.9% 111,134 $11.0M
Cerity Partners LLC 0.03% Reduce -3.5% 110,239 $11.0M
Beacon Capital Management, Inc. 0.46% Reduce -8.6% 110,577 $10.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +48.0% 109,019 $10.8M
Integrated Wealth Concepts LLC 0.16% Reduce -13.5% 108,427 $10.8M
Treasure Coast Financial Planning 7.02% Add +1.8% 108,024 $10.7M
Austin Wealth Management, LLC 2.50% Add +8.4% 101,709 $10.1M
Flagship Harbor Advisors, LLC 0.63% Reduce -49.0% 98,072 $9.8M
Legacy CG, LLC 3.30% Reduce -24.2% 91,628 $9.1M
Kestra Advisory Services, LLC 0.06% Add +25.0% 86,892 $8.6M
Truist Financial Corp. 0.01% Reduce -59.2% 85,016 $8.5M
Blue Trust, Inc. 0.12% Add +87.7% 84,413 $8.4M
Strategic Wealth Partners, Ltd. 0.88% Reduce -9.2% 80,315 $8.0M
Dakota Wealth Management 0.20% Reduce -38.0% 79,827 $7.9M
Financial Advocates Investment Management 0.45% Add +20.8% 78,879 $7.8M
Private Advisor Group, LLC 0.05% Reduce -10.3% 75,272 $7.5M
KPP Advisory Services LLC 1.93% New 70,879 $7.0M
Convergence Financial, LLC 2.88% Add +1.9% 70,205 $7.0M
Equitable Holdings, Inc. 0.08% Reduce -8.5% 68,208 $6.8M
Stratos Wealth Partners, LTD. 0.11% Add +55.9% 64,529 $6.4M
EP Wealth Advisors, LLC 0.07% Reduce -29.5% 63,644 $6.3M
HM Payson & Co. 0.12% Reduce -94.6% 62,946 $6.3M
Woodard & Co. Asset Management Group Inc. 1.50% Reduce -4.5% 56,528 $5.6M
Centaurus Financial, Inc. 0.39% Reduce -56.9% 55,677 $5.5M
MML Investors Services, LLC 0.02% Add +15.2% 52,868 $5.3M
Priebe Wealth Holdings LLC 4.03% Add +18.5% 51,977 $5.2M
IFP Advisors, Inc 0.23% Add +49.5% 51,626 $5.1M
Kingfisher Capital LLC 1.24% Add +0.1% 51,351 $5.1M
Rockefeller Capital Management L.P. 0.01% Add +0.7% 50,494 $5.0M
Wells Fargo & Company 0.00% Add +20112.8% 50,330 $5.0M
Quadrant Capital Group LLC 0.39% Add +11.8% 50,308 $5.0M
St Germain D J Co. Inc. 0.24% Reduce -2.5% 49,828 $5.0M
Auour Investments LLC 1.79% Add +19.9% 48,728 $4.8M
One Day In July LLC 0.64% Add +1478.5% 48,650 $4.8M
CoreCap Advisors, LLC 0.25% Reduce -14.9% 47,672 $4.7M
NewEdge Advisors, LLC 0.04% Reduce -16.2% 42,280 $4.2M
Citadel Advisors 0.00% New 41,614 $4.1M
Caitlin John, LLC 3.10% Add +460.5% 41,204 $4.1M
GYL Financial Synergies, LLC 0.30% Reduce -5.4% 38,716 $3.8M
Eagle Bay Advisors LLC 2.37% Reduce -19.8% 37,846 $3.8M
Ameritas Advisory Services, LLC 0.15% Add +89.0% 37,411 $3.7M
Studio Investment Management LLC 0.87% Add +27.1% 36,741 $3.7M
Atria Investments, Inc 0.05% Reduce -21.3% 36,225 $3.6M
Horizon Family Wealth, Inc. 2.71% Add +211.9% 35,378 $3.5M
Janney Montgomery Scott LLC 0.01% Reduce -38.1% 34,595 $3.4M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -63.0% 34,441 $3.4M
Susquehanna International Group, LLP 0.01% Add +561.8% 33,454 $3.3M
Onyx Bridge Wealth Group LLC 0.59% Add +13.6% 33,321 $3.3M
Courier Capital LLC 0.24% Reduce -2.2% 32,824 $3.3M
Running Point Capital Advisors, LLC 1.41% Add +387.9% 31,780 $3.2M
Independent Financial Group, LLC 0.14% Add +5.4% 31,588 $3.1M
Private Portfolio Partners LLC 0.65% Reduce -10.1% 31,130 $3.1M
Pine Valley Investments Ltd Liability Co 0.23% Reduce -6.3% 30,210 $3.0M
Vectors Research Management, LLC 0.84% Reduce -10.3% 29,947 $3.0M
Carr Financial Group Corp 0.95% Reduce -20.9% 28,761 $2.9M
Prospera Financial Services Inc 0.07% Reduce -74.8% 25,252 $2.5M
Donor Advised Charitable Giving, Inc. 0.08% Add +0.9% 24,848 $2.5M
Alpha Financial Partners LLC 2.22% Add +1.8% 24,533 $2.4M
Orion Porfolio Solutions, LLC 0.03% Reduce -14.6% 24,170 $2.4M
Orion Portfolio Solutions, LLC 0.03% Reduce -14.6% 24,170 $2.4M
Mariner, LLC 0.00% Add +68.1% 23,972 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.8% 23,536 $2.3M
Money Concepts Capital Corp. 0.21% Reduce -67.6% 23,315 $2.3M
Fairbanks Capital Management, Inc. 1.54% Add +399.0% 24,400 $2.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +59.0% 22,257 $2.2M
Stratos Wealth Advisors, LLC 0.12% Reduce -17.9% 20,207 $2.0M
Old Mission Capital LLC 0.05% New 19,870 $2.0M
Townsquare Capital LLC 0.03% Reduce -26.9% 19,280 $1.9M
Avantax Advisory Services, Inc. 0.02% Add +10.0% 18,130 $1.8M
Acorn Financial Advisory Services Inc. 0.34% Add +412.3% 18,115 $1.8M
Anson Capital, Inc. 2.45% Add +70.8% 17,123 $1.7M
Jefferies Financial Group Inc. 0.04% Add +327.0% 16,850 $1.7M
Sightline Wealth Advisors, LLC 1.09% New 16,638 $1.7M
Eagle Strategies LLC 0.35% New 15,995 $1.6M
Long Run Wealth Advisors, LLC 0.41% New 15,500 $1.5M
Sheets Smith Wealth Management 0.17% Add +18.5% 15,389 $1.5M
Parsons Capital Management Inc. 0.10% Add +0.9% 15,175 $1.5M
Smart Money Group LLC 0.56% Add +16.5% 14,599 $1.5M
Kestra Private Wealth Services, LLC 0.03% Add +24.3% 14,586 $1.5M
Capital Advisors, Ltd. LLC 0.19% Add +8.1% 14,549 $1.4M
MCF Advisors LLC 0.11% Reduce -13.2% 14,332 $1.4M
Smartleaf Asset Management LLC 0.27% Reduce -43.0% 13,792 $1.4M
Advance Capital Management, Inc. 0.09% Reduce -73.8% 13,677 $1.4M
WJ Wealth Management, LLC 0.54% Reduce -41.5% 13,610 $1.4M
Kohmann Bosshard Financial Services, LLC 0.18% Reduce -0.2% 13,136 $1.3M
Atria Wealth Solutions, Inc. 0.01% Add +21.5% 12,855 $1.3M
Concurrent Investment Advisors, LLC 0.05% Add +157.8% 12,678 $1.3M
Total Clarity Wealth Management, Inc. 0.41% Reduce -42.5% 11,866 $1.2M
World Equity Group, Inc. 0.24% No change 11,766 $1.2M
DBK Financial Counsel, LLC 1.22% New 11,695 $1.2M
Clear Creek Financial Management, LLC 0.14% Reduce -7.1% 11,366 $1.1M
Stifel Financial Corp. 0.00% Reduce -23.7% 11,167 $1.1M
Wooster Corthell Wealth Management, Inc. 0.24% Add +305.0% 10,635 $1.1M
Lido Advisors, LLC 0.01% No change 10,093 $1.0M
Meridian Management Co. 0.27% Add +5.7% 10,062 $1.0M
Goldman Sachs Group Inc. 0.00% New 10,007 $995K
RiverTree Advisors, LLC 0.63% Reduce -30.9% 9,364 $931K
Gibbs Wealth Management 0.53% — 9,289 $924K
Journey Strategic Wealth LLC 0.04% New 9,220 $917K
Insight 2811, Inc. 0.46% No change 9,053 $900K
Values First Advisors, Inc. 0.52% Reduce -26.1% 8,965 $891K
Beacon Wealthcare LLC 0.41% Add +0.5% 8,958 $891K
Western Wealth Management, LLC 0.07% Add +34.0% 8,905 $885K
Hibernia Wealth Partners, LLC 0.60% New 8,858 $881K
IHT Wealth Management, LLC 0.03% Add +2.4% 8,650 $860K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% New 8,284 $824K
Keystone Financial Group 0.12% Add +32.4% 7,976 $793K
Flputnam Investment Management Co. 0.02% Add +3.3% 7,825 $778K
Stonebridge Financial Planning Group, LLC 0.40% Add +1.5% 7,615 $757K
WBH Advisory Inc. 0.08% Reduce -11.4% 7,534 $749K
HighTower Advisors, LLC 0.00% Reduce -10.5% 7,518 $745K
Captrust Financial Advisors 0.00% New 7,437 $739K
Valmark Advisers, Inc. 0.01% Add +32.3% 7,435 $739K
Realta Investment Advisors 0.15% Add +4.5% 7,102 $706K
Sound Financial Strategies Group, LLC 0.58% Reduce -3.5% 6,969 $693K
Northwest Capital Management Inc 0.22% Reduce -6.7% 6,956 $692K
DGS Capital Management, LLC 0.19% New 6,581 $654K
Private Trust Co. NA 0.07% Reduce -3.1% 6,340 $630K
Advisory Services Network, LLC 0.01% Reduce -1.6% 6,187 $615K
Marex Group Ltd 0.02% Add +20.0% 6,000 $597K
True Wealth Design, LLC 0.15% Reduce -19.5% 5,872 $584K
HRT Financial LP 0.00% New 5,708 $567K
Avior Wealth Management, LLC 0.02% New 5,183 $515K
Pekin Hardy Strauss, Inc. 0.07% Reduce -28.9% 4,994 $497K
Vertex Planning Partners, LLC 0.13% Reduce -13.9% 4,697 $467K
Nemes Rush Group LLC 0.06% Add +47.8% 4,548 $452K
PFG Advisors 0.03% Reduce -56.0% 4,460 $443K
CreativeOne Wealth, LLC 0.02% New 4,450 $442K
NavPoint Financial, Inc. 0.38% Add +2.3% 4,406 $438K
Councilor Wealth, LLC 0.22% Reduce -46.7% 4,391 $437K
Financial Counselors Inc. 0.01% New 4,347 $432K
Brown Brothers Harriman & Co. 0.00% New 4,327 $430K
Wealthcare Advisory Partners LLC 0.01% Reduce -27.1% 4,321 $430K
WealthTrust Asset Management, LLC 0.33% Reduce -82.8% 4,318 $429K
Castleview Partners, LLC 0.24% Add +15.6% 4,302 $428K
Geneos Wealth Management Inc. 0.02% Reduce -0.9% 4,235 $421K
Lwmg, LLC 0.10% Add +0.9% 4,227 $420K
Waterloo Capital, L.P. 0.05% Reduce -48.1% 4,196 $417K
Alesco Advisors, LLC, An ESL Co 0.01% No change 4,014 $399K
Freedom Investment Management, Inc. 0.03% Reduce -31.2% 4,013 $399K
Stapp Wealth Management, PLLC 0.67% No change 3,881 $386K
Highline Wealth Partners LLC 0.14% Reduce -43.0% 3,575 $355K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -16.6% 3,524 $350K
Dynamic Advisor Solutions LLC 0.01% Add +36.0% 3,499 $348K
Focus Financial Network, Inc. 0.02% — 3,399 $337K
Moneco Advisors, LLC 0.05% Add +53.4% 3,365 $335K
Portside Wealth Group, LLC 0.06% Reduce -14.4% 3,260 $324K
O'ROURKE & COMPANY, Inc 0.19% Add +2.9% 3,243 $322K
Fortis Capital Advisors, LLC 0.13% Reduce -81.9% 3,224 $321K
Belpointe Asset Management LLC 0.02% Reduce -81.9% 3,224 $321K
Hartline Investment Corp./ 0.06% New 3,210 $319K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -12.0% 3,210 $319K
Worth Asset Management, LLC 0.19% Reduce -21.9% 3,088 $307K
Two Sigma Securities, LLC 0.01% Add +35.0% 2,986 $297K
United Capital Financial Advisors, LLC 0.00% Reduce -37.4% 2,944 $293K
Trinity Legacy Partners, LLC 0.09% Reduce -93.4% 2,929 $291K
Jacobi Capital Management LLC 0.03% Reduce -75.5% 2,870 $285K
Good Life Advisors, LLC 0.02% New 2,765 $275K
StoneX Group Inc. 0.02% New 2,682 $267K
Atlas Private Wealth Advisors 0.09% Reduce -96.4% 2,641 $263K
Great Valley Advisor Group, Inc. 0.01% Add +5.8% 2,639 $262K
AlphaQ Advisors LLC 0.16% Reduce -22.8% 2,625 $261K
Destination Wealth Management 0.01% No change 2,547 $253K
Whalen Wealth Management Inc. 0.19% No change 2,513 $250K
Birchcreek Wealth Management, LLC 0.13% New 2,398 $238K
Millennium Management 0.00% New 2,337 $232K
CIBC Private Wealth Group LLC 0.00% New 2,272 $225K
Lanark Financial, Inc. 0.02% Reduce -66.7% 2,255 $224K
Beacon Pointe Advisors, LLC 0.00% Reduce -52.3% 2,230 $222K
ICA Group Wealth Management, LLC 0.04% No change 2,160 $215K
AE Wealth Management LLC 0.00% Reduce -40.8% 2,091 $208K
Strategic Financial Concepts, LLC 0.05% New 2,057 $205K
PFG Investments, LLC 0.01% Add +0.4% 2,033 $202K
Arrowroot Family Office, LLC 0.13% Reduce -28.3% 2,028 $202K
Retirement Planning Group, LLC 0.02% New 2,020 $201K
Asset Dedication, LLC 0.01% No change 1,850 $184K
Salomon & Ludwin, LLC 0.02% New 1,813 $180K
Sugarloaf Wealth Management, LLC 0.03% New 1,379 $137K
Clearstead Trust, LLC 0.04% No change 1,377 $137K
Comerica Bank 0.00% Reduce -66.8% 1,147 $114K
Morgan Stanley 0.00% Add +105.0% 1,136 $113K
US Bancorp \de 0.00% Reduce -3.6% 1,086 $108K
Global Retirement Partners, LLC 0.00% No change 1,062 $106K
Spire Wealth Management 0.00% No change 1,000 $99K
Ogorek Anthony Joseph /NY/ 0.03% No change 955 $94K
Farther Finance Advisors, LLC 0.01% Add +14.4% 881 $87K
PNC Financial Services Group, Inc. 0.00% Reduce -75.2% 730 $73K
Global Assets Advisory, LLC 0.04% New 685 $68K
BlackRock Inc. 0.00% New 559 $56K
NorthRock Partners, LLC 0.00% No change 446 $44K
Parallel Advisors, LLC 0.00% Reduce -16.2% 425 $42K
WealthShield Partners, LLC 0.01% No change 344 $34K
Tyler-Stone Wealth Management 0.01% No change 300 $30K
Balefire, LLC 0.01% New 268 $27K
AlphaMark Advisors, LLC 0.01% New 260 $26K
Concourse Financial Group Securities, Inc. 0.00% Reduce -39.2% 219 $22K
FMR LLC 0.00% New 217 $22K
Colonial Trust Co / SC 0.00% Reduce -77.1% 191 $19K
JDM Financial Group LLC 0.01% No change 178 $18K
Founders Financial Alliance, LLC 0.00% Add +63.0% 163 $16K
Harbour Investments, Inc. 0.00% Reduce -13.9% 155 $15K
Tidemark, LLC 0.00% Reduce -94.0% 51 $5K
Arax Advisory Partners 0.00% New 18 $2K
Assetmark, Inc. 0.00% New 9 $895
Gradient Investments LLC 0.00% New 1 $92
Financial Gravity Asset Management, Inc. 0.00% Reduce -93.8% 1 $92

"% of holder's portfolio" is BILS's weight in each manager's 13F, not the share of SS Spdrb B 3-12M T-Bill ETF the manager owns.