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
Prospera Financial Services Inc 0.07% Reduce -6.0% 23,747 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.1% 23,552 $2.3M
Atria Wealth Solutions, Inc. 0.02% Add +67.8% 21,573 $2.1M
Stratos Wealth Advisors, LLC 0.11% Add +6.1% 21,442 $2.1M
Townsquare Capital LLC 0.03% Add +2.6% 19,791 $2.0M
Avantax Advisory Services, Inc. 0.01% Add +7.7% 19,520 $1.9M
Prosperity Financial Group, Inc. 1.22% New 19,444 $1.9M
MCF Advisors LLC 0.13% Add +24.8% 17,885 $1.8M
Legacy CG, LLC 0.60% Reduce -80.5% 17,873 $1.8M
Sheets Smith Wealth Management 0.21% Add +13.3% 17,439 $1.7M
Parsons Capital Management Inc. 0.12% Add +12.2% 17,020 $1.7M
Capital Advisors, Ltd. LLC 0.22% Add +14.9% 16,721 $1.7M
Concurrent Investment Advisors, LLC 0.05% Add +30.0% 16,478 $1.6M
Acorn Financial Advisory Services Inc. 0.30% Reduce -10.4% 16,232 $1.6M
Kestra Private Wealth Services, LLC 0.03% Add +9.6% 15,982 $1.6M
Long Run Wealth Advisors, LLC 0.39% No change 15,500 $1.5M
World Equity Group, Inc. 0.46% Add +31.0% 15,418 $1.5M
Wooster Corthell Wealth Management, Inc. 0.34% Add +43.8% 15,296 $1.5M
Alesco Advisors, LLC, An ESL Co 0.05% Add +276.5% 15,114 $1.5M
Essex Financial Services, Inc. 0.11% New 14,547 $1.4M
Kohmann Bosshard Financial Services, LLC 0.19% Add +6.6% 14,007 $1.4M
Stifel Financial Corp. 0.00% Add +19.1% 13,304 $1.3M
Bell Bank 0.11% New 13,300 $1.3M
WJ Wealth Management, LLC 0.48% Reduce -3.4% 13,152 $1.3M
Dakota Wealth Management 0.03% Reduce -84.5% 12,417 $1.2M
Transcendent Capital Group LLC 0.66% New 11,524 $1.1M
Priebe Wealth Holdings LLC 0.88% Reduce -78.5% 11,188 $1.1M
Flputnam Investment Management Co. 0.02% Add +40.0% 10,954 $1.1M
Clear Creek Financial Management, LLC 0.13% Reduce -3.7% 10,945 $1.1M
Sightline Wealth Advisors, LLC 0.65% Reduce -37.2% 10,449 $1.0M
Insight 2811, Inc. 0.53% Add +13.1% 10,235 $1.0M
Advance Capital Management, Inc. 0.05% Reduce -27.4% 9,927 $986K
ZynergyRetirementPlanningLLC 0.74% — 9,681 $962K
Lynx Investment Advisory 0.71% — 9,616 $956K
Western Wealth Management, LLC 0.07% Add +5.7% 9,411 $935K
Values First Advisors, Inc. 0.56% Add +4.2% 9,341 $928K
Journey Strategic Wealth LLC 0.04% Reduce -0.6% 9,167 $911K
Lido Advisors, LLC 0.01% Reduce -10.0% 9,083 $903K
Meridian Management Co. 0.25% Reduce -9.8% 9,078 $902K
Beacon Wealthcare LLC 0.39% Add +1.1% 9,060 $900K
Jefferies Financial Group Inc. 0.02% Reduce -46.4% 9,026 $897K
Marex Group Ltd 0.02% Add +50.0% 9,000 $894K
DGS Capital Management, LLC 0.24% Add +33.4% 8,778 $872K
Tidemark, LLC 0.40% Add +16917.7% 8,679 $862K
WBH Advisory Inc. 0.08% Add +9.9% 8,283 $823K
Stonebridge Financial Planning Group, LLC 0.40% Add +5.3% 8,022 $797K
RiverTree Advisors, LLC 0.54% Reduce -14.4% 8,017 $797K
Valmark Advisers, Inc. 0.01% Add +6.7% 7,933 $788K
Belmont Capital, LLC 0.14% New 7,687 $764K
Arete Wealth Advisors, LLC 0.06% New 7,616 $757K
Gibbs Wealth Management 0.30% Reduce -20.3% 7,404 $736K
Cresset Asset Management, LLC 0.00% New 7,272 $723K
HighTower Advisors, LLC 0.00% Reduce -5.8% 7,080 $702K
Fairbanks Capital Management, Inc. 0.46% Reduce -71.4% 6,980 $694K
Realta Investment Advisors 0.14% Reduce -2.1% 6,952 $691K
Sound Financial Strategies Group, LLC 0.58% Reduce -3.3% 6,737 $669K
Mutual Advisors, LLC 0.02% New 6,713 $667K
DBK Financial Counsel, LLC 0.69% Reduce -45.5% 6,375 $633K
Private Trust Co. NA 0.07% No change 6,340 $630K
Avior Wealth Management, LLC 0.03% Add +17.3% 6,080 $604K
True Wealth Design, LLC 0.14% No change 5,872 $584K
Private Ocean, LLC 0.04% New 4,958 $493K
Mgo One Seven LLC 0.02% New 4,938 $491K
IHT Wealth Management, LLC 0.02% Reduce -43.4% 4,900 $487K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +51.0% 4,846 $482K
Pekin Hardy Strauss, Inc. 0.06% Reduce -5.1% 4,740 $471K
Northwest Capital Management Inc 0.17% Reduce -31.9% 4,735 $471K
Geneos Wealth Management Inc. 0.02% Add +6.7% 4,520 $449K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -48.0% 4,307 $428K
Councilor Wealth, LLC 0.22% Reduce -3.6% 4,233 $421K
Epic Trust Investment Advisors, LLC 0.46% New 4,184 $416K
Lwmg, LLC 0.09% Reduce -1.6% 4,161 $413K
Embree Financial Group 0.08% New 4,145 $412K
Nemes Rush Group LLC 0.06% Reduce -9.0% 4,138 $411K
Great Valley Advisor Group, Inc. 0.01% Add +56.3% 4,125 $410K
Highline Wealth Partners LLC 0.15% Add +14.8% 4,104 $408K
Portside Wealth Group, LLC 0.08% Add +24.7% 4,064 $404K
Castleview Partners, LLC 0.23% Reduce -5.8% 4,051 $403K
Perigon Wealth Management, LLC 0.01% New 4,029 $400K
Vertex Planning Partners, LLC 0.10% Reduce -16.3% 3,933 $391K
Stapp Wealth Management, PLLC 0.65% Reduce -2.5% 3,785 $376K
Gladstone Institutional Advisory LLC 0.02% New 3,753 $373K
Money Concepts Capital Corp. 0.03% Reduce -84.0% 3,735 $371K
NavPoint Financial, Inc. 0.32% Reduce -15.4% 3,727 $370K
Dynamic Advisor Solutions LLC 0.01% Add +5.6% 3,696 $367K
Cary Street Partners Investment Advisory LLC 0.01% No change 3,524 $350K
Wedbush Securities Inc. 0.01% New 3,265 $324K
Focus Financial Network, Inc. 0.01% Reduce -4.2% 3,255 $323K
Fortis Capital Advisors, LLC 0.11% Reduce -5.4% 3,049 $303K
Belpointe Asset Management LLC 0.02% Reduce -5.4% 3,049 $303K
Courier Capital LLC 0.02% Reduce -90.9% 2,984 $297K
Kelman-Lazarov, Inc. 0.05% Reduce -97.8% 2,956 $294K
O'ROURKE & COMPANY, Inc 0.16% Reduce -8.9% 2,953 $293K
Freedom Investment Management, Inc. 0.02% Reduce -29.0% 2,851 $283K
Smartleaf Asset Management LLC 0.05% Reduce -79.5% 2,828 $281K
Jacobson & Schmitt Advisors, LLC 0.06% New 2,785 $277K
GTS Securities LLC 0.01% New 2,720 $270K
Good Life Advisors, LLC 0.02% Reduce -2.1% 2,708 $269K
Opal Wealth Advisors, LLC 0.09% New 2,702 $268K
Two Sigma Securities, LLC 0.01% Reduce -12.3% 2,620 $260K
Destination Wealth Management 0.01% No change 2,547 $253K
Financial Counselors Inc. 0.00% Reduce -41.5% 2,541 $252K
Whalen Wealth Management Inc. 0.20% No change 2,513 $250K
Camelot Portfolios, LLC 0.14% New 2,500 $248K
HRT Financial LP 0.00% Reduce -57.6% 2,422 $240K
CIBC Private Wealth Group LLC 0.00% Add +2.5% 2,329 $231K
Worth Asset Management, LLC 0.14% Reduce -25.0% 2,315 $230K
AlphaQ Advisors LLC 0.68% Reduce -12.0% 2,310 $230K
Atlas Private Wealth Advisors 0.04% Reduce -13.9% 2,274 $226K
Premier Path Wealth Partners, LLC 0.04% New 2,260 $225K
Beacon Pointe Advisors, LLC 0.00% No change 2,230 $222K
Moloney Securities Asset Management, LLC 0.03% New 2,175 $216K
Gradient Capital Advisors, LLC 0.07% New 2,084 $207K
Waterloo Capital, L.P. 0.02% Reduce -51.0% 2,056 $204K
United Capital Financial Advisors, LLC 0.00% Reduce -30.4% 2,049 $204K
PFG Investments, LLC 0.01% Add +0.6% 2,046 $203K
StoneX Group Inc. 0.02% Reduce -24.5% 2,025 $201K
Retirement Planning Group, LLC 0.01% No change 2,020 $201K
Asset Dedication, LLC 0.01% No change 1,850 $184K
Sugarloaf Wealth Management, LLC 0.02% No change 1,379 $137K
Clearstead Trust, LLC 0.03% No change 1,377 $137K
Comerica Bank 0.00% Add +4.7% 1,201 $119K
Ogorek Anthony Joseph /NY/ 0.04% Add +26.4% 1,207 $119K
Spire Wealth Management 0.00% No change 1,000 $99K
Farther Finance Advisors, LLC 0.00% Reduce -10.7% 787 $78K
Lanark Financial, Inc. 0.01% Reduce -71.6% 640 $63K
Financial Network Wealth Advisors LLC 0.05% New 633 $63K
Beaird Harris Wealth Management, LLC 0.00% New 452 $45K
NorthRock Partners, LLC 0.00% No change 446 $44K
Mercer Global Advisors Inc. 0.00% New 17,441 $33K
FMR LLC 0.00% Add +53.5% 333 $33K
Balefire, LLC 0.01% No change 268 $27K
Global Retirement Partners, LLC 0.00% Reduce -75.3% 262 $26K
Colonial Trust Co / SC 0.00% No change 191 $19K
JDM Financial Group LLC 0.01% No change 178 $18K
Harbour Investments, Inc. 0.00% Reduce -10.3% 139 $14K
1620 Investment Advisors, Inc. 0.01% New 135 $13K
Penserra Capital Management LLC 0.00% New 80 $8K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 80 $7K
Aptus Capital Advisors, LLC 0.00% New 50 $5K
PNC Financial Services Group, Inc. 0.00% Reduce -94.3% 42 $4K
AlphaMark Advisors, LLC 0.00% Reduce -88.5% 30 $3K
Creative Financial Designs Inc. 0.00% New 25 $2K
Strategic Financial Concepts, LLC 0.00% Add +5734.3% 120,012 $1K

"% 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.