SS Spdrb B 3-12M T-Bill ETFBILSETF

13F holders, Q2 2024 (June 30)
244holders +2
32new positions
33sold out
2famous investors
$98.66avg. 13F price*

At the end of Q2 2024, 244 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings, up 2 from Q1 2024. 32 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($195.2M), Cwm, LLC ($161.3M) and Bank of America Corp. ($152.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Spdrb B 3-12M T-Bill ETF
Filed as
SPDR SER TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions32$57.2M
Exits33$42.2M

All 13F filers, Q1 2024 → Q2 2024: 2,975,982 shares bought and 2,521,758 shares sold, net +454,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 244 holders

LPL Financial LLC 0.10% Add +18.7% 1,964,197 $195.2M
Cwm, LLC 0.76% Reduce -3.6% 1,623,109 $161.3M
Bank of America Corp. 0.01% Reduce -16.2% 1,532,414 $152.3M
Partners Capital Investment Group, LLP 1.33% Add +109.0% 793,190 $78.8M
Osaic Holdings, Inc. 0.17% Reduce -4.6% 743,327 $73.9M
Renaissance Technologies 0.12% Reduce -0.1% 738,400 $73.4M
Ameriprise Financial Inc. 0.02% Add +23.9% 594,064 $59.0M
Coldstream Capital Management Inc. 1.44% Add +13.9% 592,876 $58.9M
Proficio Capital Partners LLC 5.61% Add +74.0% 537,741 $53.4M
Sargent Investment Group, LLC 9.85% Add +7.5% 486,001 $48.3M
Miller Investment Management, LP 4.91% New 413,344 $41.1M
Commonwealth Equity Services, LLC 0.06% Add +43.7% 380,172 $37.8M
Royal Bank of Canada 0.01% Reduce -13.8% 332,340 $33.0M
Stephens Inc. 0.47% Add +6.3% 312,522 $31.1M
Envestnet Asset Management Inc. 0.01% Reduce -22.1% 302,523 $30.1M
Hershey Financial Advisers, LLC 21.97% — 246,344 $24.5M
Pecaut & Co. 9.21% Reduce -0.3% 244,500 $24.3M
Wells Fargo & Company 0.01% Add +356.3% 229,671 $22.8M
Epoch Investment Partners, Inc. 0.09% Add +16.9% 205,723 $20.4M
TMD Wealth Management, LLC 4.17% Add +0.8% 191,323 $19.0M
Cetera Investment Advisers 0.04% Add +13.7% 187,784 $18.7M
Fortis Group Advisors, LLC 3.58% Reduce -33.9% 181,421 $18.0M
NDWM LLC 15.67% Reduce -3.0% 177,955 $17.7M
Castlekeep Investment Advisors LLC 13.08% Add +33.0% 170,726 $17.0M
Waldron Private Wealth LLC 0.75% Reduce -7.7% 169,398 $16.8M
Ashton Thomas Private Wealth, LLC 0.90% Add +2.2% 164,626 $16.4M
Altiora Financial Group, LLC 3.72% Reduce -31.0% 156,111 $15.5M
Peak Asset Management, LLC 2.86% Add +4.7% 147,038 $14.6M
UBS Group AG 0.00% Add +6.8% 146,408 $14.5M
Integrated Wealth Concepts LLC 0.18% Add +25.6% 136,148 $13.5M
Delos Wealth Advisors, LLC 11.86% Reduce -6.2% 123,506 $12.3M
Choate Investment Advisors 0.32% Reduce -24.7% 122,549 $12.2M
Morgan Stanley 0.00% Add +10411.5% 119,411 $11.9M
Treasure Coast Financial Planning 7.36% Add +4.0% 112,383 $11.2M
Sanctuary Advisors, LLC 0.08% — 112,233 $11.2M
Portland Global Advisors LLC 1.43% Reduce -4.7% 105,956 $10.5M
Beacon Capital Management, Inc. 0.45% Reduce -5.8% 104,217 $10.4M
Iams Wealth Management, LLC 5.66% Reduce -35.0% 104,013 $10.3M
NewEdge Advisors, LLC 0.07% Add +137.2% 100,286 $10.0M
Financial Advocates Investment Management 0.62% Add +27.1% 100,277 $10.0M
Austin Wealth Management, LLC 2.28% Reduce -3.6% 98,029 $9.7M
Strategic Wealth Partners, Ltd. 0.99% Add +19.3% 95,780 $9.5M
Truist Financial Corp. 0.01% Add +4.0% 88,372 $8.8M
Blue Trust, Inc. 0.12% Add +4.3% 88,060 $8.8M
Convergence Financial, LLC 2.27% Add +23.3% 86,542 $8.6M
Kestra Advisory Services, LLC 0.05% Reduce -1.4% 85,695 $8.5M
Raymond James & Associates 0.01% Reduce -35.2% 85,526 $8.5M
One Day In July LLC 1.01% Add +67.8% 81,646 $8.1M
KPP Advisory Services LLC 1.93% Add +3.2% 73,116 $7.3M
Private Advisor Group, LLC 0.05% Reduce -9.2% 68,342 $6.8M
Carrera Capital Advisors 2.21% — 68,043 $6.8M
MML Investors Services, LLC 0.03% Add +23.9% 65,523 $6.5M
Cerity Partners LLC 0.02% Reduce -40.9% 65,211 $6.5M
Equitable Holdings, Inc. 0.07% Reduce -4.8% 64,911 $6.5M
Woodard & Co. Asset Management Group Inc. 1.54% Add +9.8% 62,072 $6.2M
Horizon Family Wealth, Inc. 4.70% Add +75.4% 62,049 $6.2M
HM Payson & Co. 0.11% Reduce -2.2% 61,541 $6.1M
Anson Capital, Inc. 5.58% Add +232.6% 56,952 $5.7M
IFP Advisors, Inc 0.22% Add +9.1% 56,302 $5.6M
Quadrant Capital Group LLC 0.41% Add +11.5% 56,085 $5.6M
EP Wealth Advisors, LLC 0.06% Reduce -14.6% 54,368 $5.4M
Kingfisher Capital LLC 1.19% Reduce -0.7% 50,970 $5.1M
Jane Street Group, LLC 0.01% Reduce -58.6% 50,287 $5.0M
Stratos Wealth Partners, LTD. 0.08% Reduce -23.0% 49,696 $4.9M
St Germain D J Co. Inc. 0.24% Reduce -1.3% 49,197 $4.9M
Total Clarity Wealth Management, Inc. 1.68% Add +311.1% 48,783 $4.8M
Napa Wealth Management 3.23% Reduce -89.9% 48,212 $4.8M
Susquehanna International Group, LLP 0.01% Add +42.8% 47,769 $4.7M
Vectors Research Management, LLC 1.45% Add +58.3% 47,395 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -56.9% 47,013 $4.7M
Rockefeller Capital Management L.P. 0.01% Reduce -7.4% 46,742 $4.6M
CoreCap Advisors, LLC 0.48% Reduce -2.2% 46,610 $4.6M
Eagle Bay Advisors LLC 2.72% Add +19.4% 45,205 $4.5M
Independent Financial Group, LLC 0.18% Add +42.0% 44,853 $4.5M
Auour Investments LLC 1.65% Reduce -8.3% 44,701 $4.4M
Citadel Advisors 0.00% Add +3.7% 43,164 $4.3M
Atria Investments, Inc 0.06% Add +18.6% 42,949 $4.3M
Studio Investment Management LLC 0.94% Add +12.9% 41,466 $4.1M
Caitlin John, LLC 3.00% Add +0.4% 41,363 $4.1M
Flagship Harbor Advisors, LLC 0.24% Reduce -59.5% 39,752 $4.0M
Ameritas Advisory Services, LLC 0.15% Add +4.5% 39,077 $3.9M
Running Point Capital Advisors, LLC 1.54% Add +17.9% 37,467 $3.7M
GYL Financial Synergies, LLC 0.26% Reduce -12.2% 33,991 $3.4M
Onyx Bridge Wealth Group LLC 0.55% Add +1.3% 33,737 $3.4M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -6.6% 32,172 $3.2M
Pine Valley Investments Ltd Liability Co 0.23% Add +2.7% 31,026 $3.1M
Private Portfolio Partners LLC 2.47% Reduce -1.7% 30,597 $3.0M
Wealthcare Advisory Partners LLC 0.09% Add +585.7% 29,628 $2.9M
Janney Montgomery Scott LLC 0.01% Reduce -16.0% 29,072 $2.9M
Parallel Advisors, LLC 0.07% Add +6349.6% 27,411 $2.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +22.8% 27,333 $2.7M
Carr Financial Group Corp 0.83% Reduce -8.3% 26,374 $2.6M
Retirement Capital Strategies 1.04% New 26,137 $2.6M
Alpha Financial Partners LLC 2.22% Add +5.3% 25,833 $2.6M
Orion Porfolio Solutions, LLC 0.03% Add +4.5% 25,252 $2.5M
Orion Portfolio Solutions, LLC 0.03% Add +4.5% 25,252 $2.5M
Donor Advised Charitable Giving, Inc. 0.06% Add +1.3% 25,170 $2.5M
Centaurus Financial, Inc. 0.17% Reduce -55.0% 25,068 $2.5M
Hibernia Wealth Partners, LLC 0.84% Add +173.5% 24,230 $2.4M
Mariner, LLC 0.00% Reduce -0.5% 23,852 $2.4M

"% 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.

Show all 244 holders