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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions24$69.6M
Exits29$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
Long Run Wealth Advisors, LLC 0.58% Add +60.7% 24,909 $2.5M
GAMMA Investing LLC 0.23% New 23,050 $2.3M
Janney Montgomery Scott LLC 0.01% Reduce -22.5% 22,536 $2.2M
Promethium Advisors,llc 1.57% — 22,274 $2.2M
Caitlin John, LLC 1.39% Reduce -47.4% 21,761 $2.2M
Jane Street Group, LLC 0.00% Reduce -57.5% 21,359 $2.1M
Townsquare Capital LLC 0.03% Add +7.7% 21,310 $2.1M
Wooster Corthell Wealth Management, Inc. 0.43% Add +32.3% 20,230 $2.0M
Concurrent Investment Advisors, LLC 0.06% Add +16.6% 19,212 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -19.1% 19,042 $1.9M
Sheets Smith Wealth Management 0.23% Add +7.7% 18,789 $1.9M
Capital Advisors, Ltd. LLC 0.23% Add +11.4% 18,628 $1.9M
Stifel Financial Corp. 0.00% Add +35.0% 17,954 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -34.6% 17,878 $1.8M
Prosperity Financial Group, Inc. 0.99% Reduce -8.7% 17,754 $1.8M
National Wealth Management Group, LLC 1.16% New 17,203 $1.7M
Mercer Global Advisors Inc. 0.00% Reduce -1.5% 17,178 $1.7M
Pine Valley Investments Ltd Liability Co 0.12% Reduce -45.4% 16,957 $1.7M
Stratos Wealth Advisors, LLC 0.08% Reduce -22.1% 16,700 $1.7M
Parsons Capital Management Inc. 0.10% Reduce -5.1% 16,145 $1.6M
MCF Advisors LLC 0.11% Reduce -10.4% 16,030 $1.6M
Essex Financial Services, Inc. 0.11% Add +10.0% 16,002 $1.6M
Avantax Advisory Services, Inc. 0.01% Reduce -21.2% 15,389 $1.5M
Priebe Wealth Holdings LLC 1.06% Add +31.1% 14,668 $1.5M
AQR Capital Management 0.00% New 14,270 $1.4M
Kestra Private Wealth Services, LLC 0.03% Reduce -13.6% 13,808 $1.4M
Alesco Advisors, LLC, An ESL Co 0.04% Reduce -8.7% 13,799 $1.4M
Western Wealth Management, LLC 0.08% Add +45.7% 13,715 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Add +215.0% 13,567 $1.4M
Prospera Financial Services Inc 0.03% Reduce -43.7% 13,377 $1.3M
Valmark Advisers, Inc. 0.02% Add +61.4% 12,803 $1.3M
Clear Creek Financial Management, LLC 0.14% Add +15.8% 12,671 $1.3M
Kohmann Bosshard Financial Services, LLC 0.15% Reduce -13.6% 12,101 $1.2M
Blue Trust, Inc. 0.02% Reduce -86.3% 12,045 $1.2M
Private Trust Co. NA 0.11% Add +76.3% 11,178 $1.1M
Keystone Financial Group 0.14% New 10,806 $1.1M
Dakota Wealth Management 0.02% Reduce -15.4% 10,505 $1.0M
Flputnam Investment Management Co. 0.02% Reduce -10.8% 9,776 $973K
DGS Capital Management, LLC 0.26% Add +11.1% 9,749 $971K
Lynx Investment Advisory 0.70% Add +1.2% 9,735 $969K
Values First Advisors, Inc. 0.52% Add +3.1% 9,632 $959K
Advisor Resource Council 0.43% New 9,588 $955K
Journey Strategic Wealth LLC 0.03% Add +1.4% 9,296 $926K
Lido Advisors, LLC 0.01% No change 9,083 $904K
WJ Wealth Management, LLC 0.32% Reduce -31.0% 9,070 $903K
Jefferies Financial Group Inc. 0.02% No change 9,026 $899K
Sanctuary Advisors, LLC 0.01% Reduce -92.0% 9,013 $896K
Advance Capital Management, Inc. 0.04% Reduce -11.8% 8,752 $872K
Embree Financial Group 0.15% Add +109.2% 8,671 $863K
Tidemark, LLC 0.35% Reduce -2.0% 8,509 $847K
Gibbs Wealth Management 0.27% Add +11.1% 8,229 $819K
RiverTree Advisors, LLC 0.54% Reduce -0.3% 7,994 $796K
Insight 2811, Inc. 0.39% Reduce -23.4% 7,835 $780K
WBH Advisory Inc. 0.07% Reduce -5.6% 7,817 $778K
Mgo One Seven LLC 0.03% Add +48.9% 7,350 $732K
Legacy CG, LLC 0.23% Reduce -60.2% 7,116 $709K
Ausdal Financial Partners, Inc. 0.07% New 6,959 $693K
Meridian Management Co. 0.17% Reduce -24.5% 6,853 $682K
Cresset Asset Management, LLC 0.00% Reduce -6.2% 6,820 $679K
Stonebridge Financial Planning Group, LLC 0.32% Reduce -15.2% 6,800 $677K
Mariner, LLC 0.00% Reduce -71.7% 6,754 $673K
Sound Financial Strategies Group, LLC 0.54% No change 6,737 $671K
Avior Wealth Management, LLC 0.03% Add +8.4% 6,591 $656K
ZynergyRetirementPlanningLLC 0.45% Reduce -33.2% 6,468 $644K
DBK Financial Counsel, LLC 0.64% No change 6,375 $635K
Two Sigma Securities, LLC 0.05% Add +132.4% 6,089 $606K
True Wealth Design, LLC 0.23% No change 5,872 $585K
Transcendent Capital Group LLC 0.29% Reduce -50.4% 5,720 $570K
Marex Group Ltd 0.01% Reduce -36.7% 5,700 $568K
Good Life Advisors, LLC 0.03% Add +95.9% 5,305 $528K
Great Valley Advisor Group, Inc. 0.01% Add +26.0% 5,196 $518K
Mutual Advisors, LLC 0.01% Reduce -23.1% 5,161 $513K
IHT Wealth Management, LLC 0.01% Reduce -5.1% 4,650 $463K
NavPoint Financial, Inc. 0.37% Add +23.6% 4,606 $459K
Beacon Wealthcare LLC 0.18% Reduce -49.2% 4,605 $459K
Nemes Rush Group LLC 0.07% Add +9.9% 4,548 $452K
CreativeOne Wealth, LLC 0.02% New 4,524 $450K
TCFG Wealth Management, LLC 0.22% — 4,420 $440K
Northwest Capital Management Inc 0.16% Reduce -6.8% 4,412 $439K
Sykon Capital LLC 0.15% New 4,388 $437K
Lwmg, LLC 0.08% Add +1.3% 4,215 $420K
Councilor Wealth, LLC 0.20% Reduce -1.7% 4,160 $414K
Perigon Wealth Management, LLC 0.01% Add +1.3% 4,082 $406K
Castleview Partners, LLC 0.23% Reduce -0.6% 4,026 $401K
Dynamic Advisor Solutions LLC 0.01% Add +8.8% 4,023 $401K
Portside Wealth Group, LLC 0.07% Reduce -2.9% 3,948 $393K
Geneos Wealth Management Inc. 0.01% Reduce -13.2% 3,925 $391K
Bank of Montreal 0.00% New 3,900 $388K
Highline Wealth Partners LLC 0.13% Reduce -6.4% 3,843 $383K
Stapp Wealth Management, PLLC 0.61% Add +0.8% 3,814 $380K
Salomon & Ludwin, LLC 0.04% New 3,700 $368K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -24.3% 3,668 $365K
Moloney Securities Asset Management, LLC 0.05% Add +68.6% 3,668 $365K
Sightline Wealth Advisors, LLC 0.20% Reduce -65.9% 3,563 $355K
Canal Capital Management, LLC 0.06% New 3,548 $353K
Modern Wealth Management, LLC 0.02% New 3,430 $342K
Wedbush Securities Inc. 0.01% Add +1.7% 3,321 $331K
Pekin Hardy Strauss, Inc. 0.04% Reduce -30.0% 3,320 $331K
Global Retirement Partners, LLC 0.01% Add +1146.2% 3,265 $325K
Gradient Capital Advisors, LLC 0.10% Add +50.3% 3,133 $312K
Vertex Planning Partners, LLC 0.07% Reduce -20.5% 3,128 $311K
Opal Wealth Advisors, LLC 0.09% Add +12.6% 3,043 $303K
PFG Investments, LLC 0.02% Add +44.8% 2,962 $295K
StoneX Group Inc. 0.02% Add +43.0% 2,895 $288K
Freedom Investment Management, Inc. 0.02% Add +1.2% 2,885 $287K
Smartleaf Asset Management LLC 0.03% Add +0.4% 2,839 $283K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -21.4% 2,770 $276K
JPMorgan Chase & Co. 0.00% New 2,755 $274K
Focus Financial Network, Inc. 0.01% Reduce -16.8% 2,708 $270K
Kelman-Lazarov, Inc. 0.05% Reduce -9.6% 2,673 $266K
Beacon Pointe Advisors, LLC 0.00% Add +16.5% 2,598 $259K
Destination Wealth Management 0.01% No change 2,547 $254K
Hofer & Associates. Inc 0.17% New 2,515 $250K
Premier Path Wealth Partners, LLC 0.04% Add +1.6% 2,295 $229K
O'ROURKE & COMPANY, Inc 0.11% Reduce -24.4% 2,231 $222K
SteelPeak Wealth, LLC 0.01% New 2,088 $208K
Sugarloaf Wealth Management, LLC 0.02% No change 1,379 $137K
Clearstead Trust, LLC 0.03% No change 1,377 $137K
CIBC Private Wealth Group LLC 0.00% Reduce -41.1% 1,372 $137K
Farther Finance Advisors, LLC 0.00% Add +67.8% 1,321 $132K
Ogorek Anthony Joseph /NY/ 0.04% No change 1,207 $120K
Comerica Bank 0.00% No change 1,201 $120K
Spire Wealth Management 0.00% No change 1,000 $100K
Aptus Capital Advisors, LLC 0.00% Add +1160.0% 630 $63K
Financial Network Wealth Advisors LLC 0.05% Reduce -9.0% 576 $57K
NorthRock Partners, LLC 0.00% Add +7.8% 481 $48K
Realta Investment Advisors 0.01% Reduce -97.0% 206 $20K
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% No change 139 $14K
1620 Investment Advisors, Inc. 0.01% No change 135 $13K
Harbor Investment Advisory, LLC 0.00% New 103 $10K
Morgan Dempsey Capital Management LLC 0.00% New 100 $10K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +1.3% 81 $8K
AlphaMark Advisors, LLC 0.00% No change 30 $3K
Creative Financial Designs Inc. 0.00% No change 25 $3K
FMR LLC 0.00% Reduce -96.1% 13 $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.