SS Spdrb B 3-12M T-Bill ETFBILSETF
13F holders, Q4 2024 (December 31)263holders +26
28new positions
21sold out
2famous investors
$99.16avg. 13F price*
At the end of Q4 2024, 263 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings, up 26 from Q3 2024. 28 opened new positions and 21 sold out. The largest holders were LPL Financial LLC ($255.0M), Cwm, LLC ($165.3M) and Bank of America Corp. ($146.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 78468R523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $39.8M |
| Exits | 21 | $19.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,411,478 shares bought and 2,377,774 shares sold, net +33,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| LPL Financial LLC | 0.10% | Add +14.4% | 2,571,571 | $255.0M |
| Cwm, LLC | 0.69% | Reduce -0.6% | 1,667,377 | $165.3M |
| Bank of America Corp. | 0.01% | Reduce -1.0% | 1,473,173 | $146.1M |
| Miller Investment Management, LP | 11.96% | Reduce -7.4% | 1,102,401 | $109.3M |
| Renaissance Technologies | 0.12% | Add +9.2% | 813,900 | $80.7M |
| Osaic Holdings, Inc. | 0.18% | Add +1.7% | 810,482 | $80.4M |
| Proficio Capital Partners LLC | 5.16% | Add +18.9% | 641,204 | $63.6M |
| Bell Bank | 4.62% | Add +68.7% | 626,349 | $62.1M |
| Ameriprise Financial Inc. | 0.01% | Add +10.5% | 559,404 | $55.5M |
| Sargent Investment Group, LLC | 8.96% | Add +0.7% | 551,801 | $54.8M |
| Partners Capital Investment Group, LLP | 1.39% | Reduce -36.6% | 508,437 | $50.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +8.8% | 418,313 | $41.5M |
| Ashton Thomas Private Wealth, LLC | 1.50% | Add +125.0% | 387,372 | $38.4M |
| Pecaut & Co. | 12.57% | Add +10.3% | 366,783 | $36.4M |
| Integrated Wealth Concepts LLC | 0.42% | Add +0.1% | 364,092 | $36.1M |
| Cetera Investment Advisers | 0.07% | Add +97.7% | 354,128 | $35.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.4% | 325,487 | $32.3M |
| UBS Group AG | 0.01% | Add +10.7% | 307,649 | $30.5M |
| Royal Bank of Canada | 0.01% | Reduce -13.2% | 301,628 | $29.9M |
| Wells Fargo & Company | 0.01% | Add +3.1% | 257,316 | $25.5M |
| SoundView Advisors Inc. | 10.52% | — | 257,298 | $25.5M |
| CWA Asset Management Group, LLC | 1.14% | Add +1.3% | 227,939 | $22.6M |
| Peak Asset Management, LLC | 3.52% | Add +18.7% | 192,123 | $19.0M |
| NorthCoast Asset Management LLC | 0.09% | Reduce -7.0% | 187,410 | $18.6M |
| Armstrong Advisory Group, Inc. | 1.32% | Add +11.1% | 167,345 | $16.6M |
| NDWM LLC | 13.68% | Reduce -10.5% | 165,048 | $16.4M |
| Castlekeep Investment Advisors LLC | 11.40% | Add +1.6% | 164,098 | $16.3M |
| Retirement Capital Strategies | 6.02% | New | 160,238 | $15.9M |
| Raymond James Financial Inc. | 0.01% | — | 143,418 | $14.2M |
| MML Investors Services, LLC | 0.05% | Add +83.5% | 140,072 | $13.9M |
| Financial Advocates Investment Management | 0.72% | Add +8.5% | 128,224 | $12.7M |
| Austin Wealth Management, LLC | 2.51% | Add +26.3% | 121,689 | $12.1M |
| One Day In July LLC | 1.26% | Add +13.3% | 121,496 | $12.0M |
| Delos Wealth Advisors, LLC | 9.58% | Reduce -3.4% | 121,237 | $12.0M |
| Fortis Group Advisors, LLC | 2.13% | Reduce -29.6% | 115,626 | $11.5M |
| Birchcreek Wealth Management, LLC | 7.05% | Add +49.6% | 113,227 | $11.2M |
| NewEdge Advisors, LLC | 0.07% | Add +18.4% | 111,934 | $11.1M |
| Treasure Coast Financial Planning | 7.31% | Reduce -3.3% | 111,905 | $11.1M |
| Stephens Inc. | 0.16% | Reduce -64.6% | 111,774 | $11.1M |
| Morgan Stanley | 0.00% | Add +14.8% | 107,030 | $10.6M |
| Truist Financial Corp. | 0.02% | Reduce -26.0% | 105,167 | $10.4M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -37.2% | 104,906 | $10.4M |
| Equitable Holdings, Inc. | 0.10% | Add +52.1% | 103,097 | $10.2M |
| Beacon Capital Management, Inc. | 0.42% | Reduce -6.0% | 98,845 | $9.8M |
| Altiora Financial Group, LLC | 2.12% | Reduce -5.7% | 98,311 | $9.7M |
| MOKAN Wealth Management Inc. | 6.18% | — | 97,996 | $9.7M |
| Horizon Family Wealth, Inc. | 6.09% | Add +10.6% | 92,480 | $9.2M |
| Choate Investment Advisors | 0.22% | Add +1.0% | 92,222 | $9.1M |
| Convergence Financial, LLC | 1.79% | Reduce -1.6% | 90,522 | $9.0M |
| Anson Capital, Inc. | 7.66% | Add +12.6% | 88,643 | $8.8M |
| Waldron Private Wealth LLC | 0.34% | Reduce -45.9% | 84,783 | $8.4M |
| Independent Advisor Alliance | 0.11% | New | 82,999 | $8.2M |
| Strategic Wealth Partners, Ltd. | 0.68% | Reduce -8.5% | 82,247 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.5% | 81,848 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +259.4% | 80,985 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +20.0% | 79,373 | $7.9M |
| Entrewealth, LLC | 6.88% | — | 75,149 | $7.5M |
| Cornerstone Planning, LLC | 2.64% | — | 69,739 | $6.9M |
| Private Advisor Group, LLC | 0.04% | Add +16.5% | 67,856 | $6.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +32.7% | 67,416 | $6.7M |
| Total Clarity Wealth Management, Inc. | 2.11% | Reduce -33.7% | 65,473 | $6.5M |
| Carrera Capital Advisors | 1.49% | Reduce -2.9% | 64,107 | $6.4M |
| Portland Global Advisors LLC | 0.80% | Reduce -43.0% | 63,487 | $6.3M |
| Hershey Financial Advisers, LLC | 5.44% | — | 62,334 | $6.2M |
| Running Point Capital Advisors, LLC | 2.08% | Reduce -7.6% | 61,368 | $6.1M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -1.6% | 60,859 | $6.0M |
| Cerity Partners LLC | 0.01% | Reduce -14.3% | 59,327 | $5.9M |
| Quadrant Capital Group LLC | 0.39% | Add +4.6% | 57,857 | $5.7M |
| HM Payson & Co. | 0.10% | Reduce -0.7% | 56,869 | $5.6M |
| Independent Financial Group, LLC | 0.17% | Reduce -9.6% | 51,169 | $5.1M |
| Long Run Wealth Advisors, LLC | 1.15% | Add +95.0% | 48,574 | $4.8M |
| St Germain D J Co. Inc. | 0.21% | Reduce -2.2% | 47,717 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.4% | 47,398 | $4.7M |
| Studio Investment Management LLC | 0.98% | Add +1.5% | 46,255 | $4.6M |
| Ameritas Advisory Services, LLC | 0.15% | Add +26.4% | 45,226 | $4.5M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +2.0% | 43,232 | $4.3M |
| Magnolia Private Wealth, LLC | 3.57% | — | 40,489 | $4.0M |
| Onyx Bridge Wealth Group LLC | 0.58% | Add +5.1% | 40,416 | $4.0M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -93.6% | 39,770 | $3.9M |
| Auour Investments LLC | 1.31% | Add +4.7% | 37,537 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.8% | 37,355 | $3.7M |
| GAMMA Investing LLC | 0.31% | Add +59.8% | 36,834 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +40.5% | 36,553 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +40.5% | 36,553 | $3.6M |
| KPP Advisory Services LLC | 0.84% | Reduce -14.1% | 35,854 | $3.6M |
| Capstone Wealth Management Group LLC | 2.65% | — | 35,196 | $3.5M |
| Townsquare Capital LLC | 0.04% | Add +56.9% | 33,430 | $3.3M |
| Iams Wealth Management, LLC | 1.50% | Reduce -65.3% | 32,908 | $3.3M |
| Promethium Advisors,llc | 2.16% | Add +42.9% | 31,826 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -63.6% | 31,626 | $3.1M |
| Valmark Advisers, Inc. | 0.05% | Add +144.0% | 31,241 | $3.1M |
| IFP Advisors, Inc | 0.10% | Reduce -32.9% | 30,605 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +70.2% | 30,428 | $3.0M |
| Wedbush Securities Inc. | 0.11% | Add +809.6% | 30,208 | $3.0M |
| Woodard & Co. Asset Management Group Inc. | 0.64% | Reduce -2.5% | 29,796 | $3.0M |
| Private Portfolio Partners LLC | 0.54% | Reduce -31.7% | 29,778 | $3.0M |
| Acorn Financial Advisory Services Inc. | 0.48% | Reduce -13.2% | 29,382 | $2.9M |
| Napa Wealth Management | 1.22% | Reduce -55.1% | 28,374 | $2.8M |
| Courier Capital LLC | 0.19% | Reduce -23.3% | 28,170 | $2.8M |
| TFR Capital, LLC. | 1.37% | — | 27,907 | $2.8M |
"% 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.