SS Spdrb B 3-12M T-Bill ETFBILSETF
13F holders, Q4 2024 (December 31)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 |
| Vectors Research Management, LLC | 0.93% | Reduce -17.4% | 27,516 | $2.7M |
| CoreCap Advisors, LLC | 0.12% | Reduce -41.9% | 26,946 | $2.7M |
| WealthTrust Asset Management, LLC | 1.89% | New | 26,606 | $2.6M |
| Centaurus Financial, Inc. | 0.15% | Reduce -10.3% | 25,602 | $2.5M |
| Carr Financial Group Corp | 0.80% | Add +0.2% | 25,536 | $2.5M |
| Donor Advised Charitable Giving, Inc. | 0.05% | Reduce -4.5% | 24,239 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +23.1% | 23,442 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +30.1% | 23,352 | $2.3M |
| Western Wealth Management, LLC | 0.12% | Add +68.2% | 23,070 | $2.3M |
| Wooster Corthell Wealth Management, Inc. | 0.46% | Add +5.1% | 21,263 | $2.1M |
| Priebe Wealth Holdings LLC | 1.40% | Add +42.2% | 20,860 | $2.1M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Add +21.4% | 20,590 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.25% | Add +7.7% | 20,059 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +4.2% | 20,011 | $2.0M |
| Caitlin John, LLC | 1.32% | Reduce -9.6% | 19,663 | $1.9M |
| Hibernia Wealth Partners, LLC | 1.48% | Reduce -36.2% | 19,513 | $1.9M |
| Acas, LLC | 1.43% | New | 19,446 | $1.9M |
| Focus Partners Wealth | 0.00% | New | 17,988 | $1.8M |
| Gradient Capital Advisors, LLC | 0.57% | Add +472.5% | 17,937 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +518.8% | 17,049 | $1.7M |
| Parsons Capital Management Inc. | 0.09% | Add +4.7% | 16,900 | $1.7M |
| Sheets Smith Wealth Management | 0.20% | Reduce -11.2% | 16,689 | $1.7M |
| Blue Trust, Inc. | 0.02% | Add +37.8% | 16,593 | $1.6M |
| Legacy CG, LLC | 0.50% | Add +130.2% | 16,378 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Add +15.9% | 15,502 | $1.5M |
| Essex Financial Services, Inc. | 0.11% | Reduce -4.4% | 15,304 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -9.9% | 15,054 | $1.5M |
| National Wealth Management Group, LLC | 0.99% | Reduce -12.8% | 14,993 | $1.5M |
| Mariner, LLC | 0.00% | Add +120.7% | 14,909 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.98% | — | 14,733 | $1.5M |
| Victory Financial Group, LLC | 0.38% | — | 14,510 | $1.4M |
| Values First Advisors, Inc. | 0.78% | Add +49.0% | 14,352 | $1.4M |
| AQR Capital Management | 0.00% | No change | 14,270 | $1.4M |
| MCF Advisors LLC | 0.10% | Reduce -11.7% | 14,154 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Add +2.3% | 14,111 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +1.1% | 13,711 | $1.4M |
| New Wave Wealth Advisors LLC | 0.55% | New | 13,610 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -13.0% | 13,387 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.8% | 13,280 | $1.3M |
| Dakota Wealth Management | 0.03% | Add +24.1% | 13,038 | $1.3M |
| HRT Financial LP | 0.01% | New | 12,399 | $1.2M |
| Mgo One Seven LLC | 0.05% | Add +67.3% | 12,300 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +74.2% | 12,123 | $1.2M |
| Collier Financial | 1.05% | — | 11,884 | $1.2M |
| GK Wealth Management LLC | 1.44% | — | 11,480 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +2.3% | 11,434 | $1.1M |
| Keystone Financial Group | 0.11% | Add +4.6% | 11,306 | $1.1M |
| &partners | 0.01% | New | 11,166 | $1.1M |
| Marex Group Ltd | 0.02% | Add +92.6% | 10,976 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -72.2% | 10,611 | $1.1M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -17.2% | 10,492 | $1.0M |
| Pacific Point Advisors, LLC | 0.61% | — | 10,064 | $998K |
| Lynx Investment Advisory | 0.68% | Add +2.5% | 9,980 | $990K |
| DGS Capital Management, LLC | 0.25% | Add +1.7% | 9,912 | $983K |
| TCFG Wealth Management, LLC | 0.49% | Add +121.3% | 9,780 | $970K |
| Money Concepts Capital Corp. | 0.07% | Reduce -69.6% | 9,561 | $948K |
| Opal Wealth Advisors, LLC | 0.28% | Add +211.1% | 9,468 | $939K |
| Patten Group, Inc. | 0.21% | New | 9,405 | $933K |
| Embree Financial Group | 0.16% | Add +8.4% | 9,402 | $932K |
| Lido Advisors, LLC | 0.01% | No change | 9,083 | $901K |
| Jefferies Financial Group Inc. | 0.01% | No change | 9,026 | $895K |
| Good Life Advisors, LLC | 0.07% | Add +70.0% | 9,021 | $894K |
| RiverTree Advisors, LLC | 0.56% | Add +6.8% | 8,541 | $847K |
| Gibbs Wealth Management | 0.23% | Add +3.2% | 8,489 | $842K |
| Tidemark, LLC | 0.32% | Reduce -1.4% | 8,394 | $832K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -67.5% | 8,393 | $832K |
| WJ Wealth Management, LLC | 0.28% | Reduce -8.5% | 8,302 | $823K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | Reduce -32.2% | 8,203 | $813K |
| Sykon Capital LLC | 0.28% | Add +86.6% | 8,188 | $812K |
| Astra Wealth Partners LLC | 0.76% | — | 8,078 | $801K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -13.4% | 7,806 | $777K |
| Farther Finance Advisors, LLC | 0.03% | Add +468.6% | 7,511 | $745K |
| Geneos Wealth Management Inc. | 0.03% | Add +89.4% | 7,435 | $737K |
| Insight 2811, Inc. | 0.38% | Reduce -5.7% | 7,385 | $732K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +116.3% | 7,180 | $712K |
| Phil A. Younker & Associates, Ltd. | 0.69% | — | 6,950 | $689K |
| DBK Financial Counsel, LLC | 0.69% | Add +8.5% | 6,915 | $686K |
| Sound Financial Strategies Group, LLC | 0.55% | Reduce -0.7% | 6,687 | $663K |
| Opulen Financial Group LLC | 0.60% | — | 6,621 | $657K |
| ZynergyRetirementPlanningLLC | 0.45% | No change | 6,468 | $644K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +23.8% | 6,430 | $638K |
| Avior Wealth Management, LLC | 0.02% | Reduce -3.5% | 6,361 | $631K |
| Meridian Management Co. | 0.16% | Reduce -13.3% | 5,940 | $589K |
| Eagle Bay Advisors LLC | 0.37% | Reduce -86.1% | 5,939 | $589K |
| Lokken Investment Group LLC | 0.25% | New | 5,851 | $580K |
| Advance Capital Management, Inc. | 0.03% | Reduce -33.9% | 5,784 | $573K |
| Transcendent Capital Group LLC | 0.29% | No change | 5,720 | $567K |
| WBH Advisory Inc. | 0.05% | Reduce -27.0% | 5,707 | $566K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.9% | 5,599 | $555K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Reduce -17.8% | 5,592 | $554K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -67.7% | 5,556 | $551K |
| Turning Point Benefit Group, Inc. | 0.52% | — | 5,530 | $549K |
| Flputnam Investment Management Co. | 0.01% | Reduce -46.0% | 5,279 | $523K |
| Nemes Rush Group LLC | 0.06% | Add +14.3% | 5,196 | $515K |
| CacheTech Inc. | 0.10% | New | 5,125 | $508K |
| Tilia Fiduciary Partners, Inc. | 0.34% | New | 5,030 | $499K |
| Atria Investments, Inc | 0.01% | Reduce -88.2% | 4,859 | $482K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -49.2% | 4,722 | $468K |
| Prudential PLC | 0.00% | New | 4,713 | $467K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.3% | 4,450 | $441K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +13.3% | 4,156 | $412K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.5% | 4,145 | $412K |
| Castleview Partners, LLC | 0.21% | Reduce -3.8% | 3,875 | $384K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +5.1% | 3,855 | $382K |
| Stapp Wealth Management, PLLC | 0.59% | No change | 3,814 | $378K |
| Salomon & Ludwin, LLC | 0.04% | No change | 3,700 | $367K |
| Councilor Wealth, LLC | 0.17% | Reduce -11.8% | 3,670 | $364K |
| O'ROURKE & COMPANY, Inc | 0.17% | Add +61.3% | 3,598 | $357K |
| Sightline Wealth Advisors, LLC | 0.19% | Reduce -0.7% | 3,540 | $351K |
| Parallel Advisors, LLC | 0.01% | Reduce -96.3% | 3,463 | $343K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 3,439 | $341K |
| Northwest Capital Management Inc | 0.15% | Reduce -22.3% | 3,430 | $340K |
| Portside Wealth Group, LLC | 0.06% | Reduce -13.4% | 3,418 | $339K |
| NavPoint Financial, Inc. | 0.26% | Reduce -26.8% | 3,374 | $335K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.8% | 3,240 | $321K |
| Highline Wealth Partners LLC | 0.10% | Reduce -16.6% | 3,203 | $318K |
| PFG Investments, LLC | 0.02% | Add +3.4% | 3,062 | $304K |
| Ridgeline Wealth Planning, LLC | 0.29% | — | 3,004 | $298K |
| Novem Group | 0.04% | — | 2,960 | $293K |
| Archford Capital Strategies, LLC | 0.04% | New | 2,888 | $286K |
| Bright Futures Wealth Management, LLC. | 0.25% | New | 2,788 | $277K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -5.7% | 2,721 | $270K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.7% | 2,693 | $267K |
| StoneX Group Inc. | 0.01% | Reduce -11.1% | 2,575 | $255K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -17.7% | 2,574 | $255K |
| Hofer & Associates. Inc | 0.17% | Add +1.6% | 2,554 | $253K |
| Destination Wealth Management | 0.01% | No change | 2,547 | $253K |
| Summit Investment Advisory Services, LLC | 0.13% | New | 2,517 | $250K |
| Checchi Capital Advisers, LLC | 0.02% | New | 2,445 | $242K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -9.3% | 2,424 | $240K |
| Simplicity Wealth,LLC | 0.05% | New | 2,375 | $235K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +1.1% | 2,320 | $230K |
| Mutual Advisors, LLC | 0.01% | Reduce -55.8% | 2,282 | $227K |
| GEN Financial Management, INC. | 0.15% | — | 2,277 | $226K |
| Fourth Dimension Wealth, LLC | 0.12% | — | 2,268 | $225K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,263 | $224K |
| First Wilshire Securities Management Inc. | 0.06% | New | 2,255 | $224K |
| Weaver Capital Management LLC | 0.06% | New | 2,184 | $217K |
| Two Sigma Securities, LLC | 0.04% | Reduce -65.9% | 2,074 | $206K |
| AE Wealth Management LLC | 0.00% | New | 2,031 | $201K |
| Pacific Sage Partners, LLC | 0.05% | New | 2,030 | $201K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 1,379 | $137K |
| Clearstead Trust, LLC | 0.03% | No change | 1,377 | $137K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,372 | $136K |
| Ogorek Anthony Joseph /NY/ | 0.04% | No change | 1,207 | $119K |
| Comerica Bank | 0.00% | Reduce -4.1% | 1,152 | $114K |
| US Bancorp \de | 0.00% | New | 1,100 | $109K |
| Fifth Third Bancorp | 0.00% | New | 1,077 | $107K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $99K |
| NorthRock Partners, LLC | 0.00% | Add +20.8% | 581 | $58K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -7.8% | 581 | $58K |
| MAI Capital Management | 0.00% | New | 479 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 412 | $41K |
| Financial Network Wealth Advisors LLC | 0.06% | Reduce -39.4% | 349 | $35K |
| 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 -7.9% | 128 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 103 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -25.9% | 100 | $10K |
| AlphaMark Advisors, LLC | 0.00% | No change | 30 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +4.0% | 26 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | — | 18 | $2K |
| Tower View Wealth Management LLC | 0.00% | New | 18 | $2K |
"% 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.