SS Spdrb B 3-12M T-Bill ETFBILSETF
13F holders, Q3 2024 (September 30)237holders −7
24new positions
29sold out
3famous investors
$99.58avg. 13F price*
At the end of Q3 2024, 237 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings, down 7 from Q2 2024. 24 opened new positions and 29 sold out. The largest holders were LPL Financial LLC ($223.8M), Cwm, LLC ($167.1M) and Bank of America Corp. ($148.2M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS Spdrb B 3-12M T-Bill ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78468R523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $69.6M |
| Exits | 29 | $33.5M |
All 13F filers, Q2 2024 → Q3 2024: 3,682,812 shares bought and 1,338,485 shares sold, net +2,344,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 237 holders
| LPL Financial LLC | 0.10% | Add +14.4% | 2,247,660 | $223.8M |
| Cwm, LLC | 0.72% | Add +3.4% | 1,678,123 | $167.1M |
| Bank of America Corp. | 0.01% | Reduce -2.9% | 1,488,663 | $148.2M |
| Miller Investment Management, LP | 12.34% | Add +188.0% | 1,190,566 | $118.6M |
| Partners Capital Investment Group, LLP | 1.28% | Add +1.1% | 802,048 | $79.9M |
| Osaic Holdings, Inc. | 0.18% | Add +7.2% | 796,934 | $79.4M |
| Renaissance Technologies | 0.11% | Add +0.9% | 745,300 | $74.2M |
| Coldstream Capital Management Inc. | 1.34% | Add +4.7% | 620,884 | $61.8M |
| Sargent Investment Group, LLC | 9.81% | Add +12.8% | 548,036 | $54.6M |
| Proficio Capital Partners LLC | 5.34% | Add +0.3% | 539,448 | $53.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.8% | 506,260 | $50.5M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.1% | 384,395 | $38.3M |
| Bell Bank | 4.37% | Add +2691.6% | 371,279 | $37.0M |
| Integrated Wealth Concepts LLC | 0.44% | Add +167.2% | 363,715 | $36.2M |
| Royal Bank of Canada | 0.01% | Add +4.5% | 347,342 | $34.6M |
| Pecaut & Co. | 11.74% | Add +36.0% | 332,499 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.2% | 324,215 | $32.3M |
| Stephens Inc. | 0.45% | Add +1.0% | 315,660 | $31.4M |
| UBS Group AG | 0.01% | Add +89.8% | 277,953 | $27.7M |
| Wells Fargo & Company | 0.01% | Add +8.7% | 249,622 | $24.9M |
| CWA Asset Management Group, LLC | 1.19% | — | 224,996 | $22.4M |
| NorthCoast Asset Management LLC | 0.14% | New | 201,609 | $20.1M |
| NDWM LLC | 15.14% | Add +3.6% | 184,427 | $18.4M |
| Cetera Investment Advisers | 0.04% | Reduce -4.6% | 179,133 | $17.8M |
| Ashton Thomas Private Wealth, LLC | 0.91% | Add +4.6% | 172,127 | $17.1M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +235.9% | 166,932 | $16.6M |
| Fortis Group Advisors, LLC | 3.02% | Reduce -9.5% | 164,199 | $16.4M |
| Peak Asset Management, LLC | 3.04% | Add +10.1% | 161,869 | $16.1M |
| Castlekeep Investment Advisors LLC | 10.97% | Reduce -5.4% | 161,446 | $16.1M |
| Waldron Private Wealth LLC | 0.65% | Reduce -7.5% | 156,659 | $15.6M |
| Armstrong Advisory Group, Inc. | 1.24% | New | 150,678 | $15.0M |
| Truist Financial Corp. | 0.02% | Add +60.9% | 142,186 | $14.2M |
| Delos Wealth Advisors, LLC | 10.92% | Add +1.7% | 125,559 | $12.5M |
| Financial Advocates Investment Management | 0.67% | Add +17.8% | 118,131 | $11.8M |
| Treasure Coast Financial Planning | 7.11% | Add +3.0% | 115,727 | $11.5M |
| Portland Global Advisors LLC | 1.40% | Add +5.2% | 111,488 | $11.1M |
| One Day In July LLC | 1.20% | Add +31.3% | 107,189 | $10.7M |
| Beacon Capital Management, Inc. | 0.44% | Add +0.9% | 105,109 | $10.5M |
| Altiora Financial Group, LLC | 2.30% | Reduce -33.2% | 104,255 | $10.4M |
| Total Clarity Wealth Management, Inc. | 3.16% | Add +102.3% | 98,701 | $9.8M |
| Austin Wealth Management, LLC | 2.10% | Reduce -1.8% | 96,316 | $9.6M |
| Iams Wealth Management, LLC | 4.63% | Reduce -8.9% | 94,771 | $9.4M |
| NewEdge Advisors, LLC | 0.06% | Reduce -5.8% | 94,504 | $9.4M |
| Parallel Advisors, LLC | 0.22% | Add +241.7% | 93,667 | $9.3M |
| Morgan Stanley | 0.00% | Reduce -21.9% | 93,204 | $9.3M |
| Convergence Financial, LLC | 1.95% | Add +6.3% | 91,969 | $9.2M |
| Choate Investment Advisors | 0.23% | Reduce -25.5% | 91,309 | $9.1M |
| Strategic Wealth Partners, Ltd. | 0.86% | Reduce -6.1% | 89,929 | $9.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.3% | 86,818 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Add +1086.0% | 83,966 | $8.3M |
| Horizon Family Wealth, Inc. | 5.94% | Add +34.8% | 83,634 | $8.3M |
| Anson Capital, Inc. | 7.00% | Add +38.3% | 78,746 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +16.5% | 76,321 | $7.6M |
| Birchcreek Wealth Management, LLC | 4.94% | New | 75,698 | $7.5M |
| Cerity Partners LLC | 0.02% | Add +6.2% | 69,258 | $6.9M |
| Equitable Holdings, Inc. | 0.07% | Add +4.4% | 67,772 | $6.7M |
| Running Point Capital Advisors, LLC | 2.56% | Add +77.2% | 66,389 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +40.7% | 66,161 | $6.6M |
| Carrera Capital Advisors | 1.61% | Reduce -3.0% | 66,029 | $6.6M |
| Napa Wealth Management | 2.98% | Add +31.1% | 63,230 | $6.3M |
| EP Wealth Advisors, LLC | 0.05% | Add +13.7% | 61,836 | $6.2M |
| Raymond James & Associates | 0.00% | Reduce -28.4% | 61,246 | $6.1M |
| Flow Traders U.S. LLC | 0.30% | New | 58,820 | $5.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -14.8% | 58,227 | $5.8M |
| HM Payson & Co. | 0.10% | Reduce -7.0% | 57,263 | $5.7M |
| Independent Financial Group, LLC | 0.21% | Add +26.2% | 56,585 | $5.6M |
| Quadrant Capital Group LLC | 0.38% | Reduce -1.3% | 55,333 | $5.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +69.5% | 54,542 | $5.4M |
| Baird Financial Group, Inc. | 0.01% | New | 52,290 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.7% | 50,794 | $5.1M |
| St Germain D J Co. Inc. | 0.22% | Reduce -0.8% | 48,811 | $4.9M |
| Kingfisher Capital LLC | 1.08% | Reduce -7.4% | 47,188 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 46,579 | $4.6M |
| CoreCap Advisors, LLC | 0.22% | Reduce -0.6% | 46,346 | $4.6M |
| IFP Advisors, Inc | 0.16% | Reduce -18.9% | 45,636 | $4.5M |
| Studio Investment Management LLC | 0.95% | Add +9.9% | 45,559 | $4.5M |
| Private Portfolio Partners LLC | 0.81% | Add +42.4% | 43,578 | $4.3M |
| Eagle Bay Advisors LLC | 1.64% | Reduce -5.2% | 42,865 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +43.0% | 42,370 | $4.2M |
| KPP Advisory Services LLC | 1.00% | Reduce -42.9% | 41,748 | $4.2M |
| Atria Investments, Inc | 0.05% | Reduce -4.2% | 41,158 | $4.1M |
| Onyx Bridge Wealth Group LLC | 0.58% | Add +13.9% | 38,444 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.21% | Reduce -4.0% | 38,182 | $3.8M |
| Courier Capital LLC | 0.25% | Add +1130.4% | 36,716 | $3.7M |
| Auour Investments LLC | 1.27% | Reduce -19.8% | 35,845 | $3.6M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -8.4% | 35,775 | $3.6M |
| Acorn Financial Advisory Services Inc. | 0.60% | Add +108.5% | 33,851 | $3.4M |
| Vectors Research Management, LLC | 1.00% | Reduce -29.8% | 33,295 | $3.3M |
| Money Concepts Capital Corp. | 0.24% | Add +741.0% | 31,412 | $3.1M |
| Hibernia Wealth Partners, LLC | 1.06% | Add +26.2% | 30,582 | $3.0M |
| Woodard & Co. Asset Management Group Inc. | 0.68% | Reduce -50.8% | 30,567 | $3.0M |
| Centaurus Financial, Inc. | 0.18% | Add +13.8% | 28,531 | $2.8M |
| GYL Financial Synergies, LLC | 0.21% | Reduce -17.2% | 28,144 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -36.9% | 27,238 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.0% | 27,206 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +3.0% | 26,023 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +3.0% | 26,023 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +19.7% | 25,831 | $2.6M |
| Carr Financial Group Corp | 0.76% | Reduce -3.4% | 25,484 | $2.5M |
| Donor Advised Charitable Giving, Inc. | 0.06% | Add +0.9% | 25,393 | $2.5M |
"% 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.