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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions28$39.8M
Exits21$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.