SS Spdrb B 3-12M T-Bill ETFBILSETF

13F holders, Q1 2025 (March 31)
276holders +13
38new positions
18sold out
3famous investors
$99.44avg. 13F price*

At the end of Q1 2025, 276 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings, up 13 from Q4 2024. 38 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($285.6M), Cwm, LLC ($201.7M) and Bank of America Corp. ($141.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Spdrb B 3-12M T-Bill ETF
Filed as
SPDR SER TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions38$57.6M
Exits18$18.8M

All 13F filers, Q4 2024 → Q1 2025: 3,778,876 shares bought and 1,408,042 shares sold, net +2,370,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 276 holders

LPL Financial LLC 0.11% Add +11.6% 2,870,518 $285.6M
Cwm, LLC 0.80% Add +21.6% 2,027,560 $201.7M
Bank of America Corp. 0.01% Reduce -3.4% 1,422,940 $141.6M
Miller Investment Management, LP 12.19% Add +0.5% 1,107,724 $110.2M
Renaissance Technologies 0.14% Add +17.8% 958,400 $95.4M
Ameriprise Financial Inc. 0.02% Add +53.2% 857,137 $85.2M
Bell Bank 3.32% Reduce -1.3% 618,143 $61.5M
Proficio Capital Partners LLC 4.68% Reduce -5.0% 609,492 $60.5M
Partners Capital Investment Group, LLP 0.99% Add +16.1% 590,499 $58.7M
Sargent Investment Group, LLC 9.23% Add +5.3% 580,919 $57.8M
Osaic Holdings, Inc. 0.13% Reduce -29.0% 575,707 $57.3M
Ashton Thomas Private Wealth, LLC 1.88% Add +27.3% 493,133 $49.1M
Commonwealth Equity Services, LLC 0.06% Add +8.0% 451,717 $44.9M
Cetera Investment Advisers 0.08% Add +20.6% 427,265 $42.5M
Envestnet Asset Management Inc. 0.01% Add +23.1% 400,811 $39.9M
Royal Bank of Canada 0.01% Add +30.2% 392,615 $39.1M
Pecaut & Co. 12.75% Add +2.6% 376,233 $37.4M
UBS Group AG 0.01% Add +20.9% 371,860 $37.0M
Wells Fargo & Company 0.01% Add +6.6% 274,294 $27.3M
SoundView Advisors Inc. 11.00% Add +4.2% 268,025 $26.7M
CWA Asset Management Group, LLC 1.08% Reduce -1.1% 225,477 $22.4M
Peak Asset Management, LLC 3.72% Add +2.2% 196,402 $19.5M
Morgan Stanley 0.00% Add +82.1% 194,900 $19.4M
One Day In July LLC 1.82% Add +50.6% 182,923 $18.2M
Integrated Wealth Concepts LLC 0.20% Reduce -52.4% 173,279 $17.2M
Raymond James Financial Inc. 0.01% Add +17.6% 168,697 $16.8M
NDWM LLC 16.32% Add +1.7% 167,836 $16.7M
Armstrong Advisory Group, Inc. 1.32% No change 167,345 $16.6M
Truist Financial Corp. 0.03% Add +56.2% 164,250 $16.3M
NorthCoast Asset Management LLC 0.08% Reduce -18.8% 152,165 $15.1M
Castlekeep Investment Advisors LLC 7.04% Reduce -16.0% 137,815 $13.7M
MML Investors Services, LLC 0.05% Reduce -2.1% 137,073 $13.6M
NewEdge Advisors, LLC 0.08% Add +21.5% 135,975 $13.5M
Running Point Capital Advisors, LLC 4.28% Add +120.8% 135,483 $13.5M
AQR Capital Management 0.01% Add +829.3% 132,608 $13.2M
Financial Advocates Investment Management 0.92% Add +2.3% 131,146 $13.0M
Choate Investment Advisors 0.31% Add +35.5% 124,968 $12.4M
Austin Wealth Management, LLC 2.40% Reduce -0.9% 120,571 $12.0M
Birchcreek Wealth Management, LLC 7.50% Add +5.5% 119,508 $11.9M
Treasure Coast Financial Planning 7.28% Add +5.4% 117,993 $11.7M
Delos Wealth Advisors, LLC 9.22% Reduce -3.5% 117,019 $11.6M
Horizon Family Wealth, Inc. 7.74% Add +26.2% 116,686 $11.6M
WealthTrust Asset Management, LLC 8.33% Add +324.5% 112,950 $11.2M
Equitable Holdings, Inc. 0.10% Add +7.8% 111,123 $11.1M
DBK Financial Counsel, LLC 10.93% Add +1485.0% 109,605 $10.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +36.6% 108,411 $10.8M
Altiora Financial Group, LLC 2.24% Add +7.9% 106,036 $10.5M
Private Advisor Group, LLC 0.06% Add +52.9% 103,773 $10.3M
MOKAN Wealth Management Inc. 6.19% Add +5.4% 103,310 $10.3M
Convergence Financial, LLC 1.97% Add +11.1% 100,590 $10.0M
Entrewealth, LLC 7.20% Add +25.3% 94,132 $9.4M
Fortis Group Advisors, LLC 1.75% Reduce -21.5% 90,748 $9.0M
Long Run Wealth Advisors, LLC 2.03% Add +85.5% 90,101 $9.0M
Anson Capital, Inc. 7.55% Reduce -0.4% 88,300 $8.8M
HighTower Advisors, LLC 0.01% Add +3.5% 84,678 $8.4M
Tidal Investments LLC 0.07% New 82,278 $8.2M
Beacon Capital Management, Inc. 0.39% Reduce -19.8% 79,278 $7.9M
Janney Montgomery Scott LLC 0.02% Reduce -8.7% 73,945 $7.4M
Valmark Advisers, Inc. 0.11% Add +133.4% 72,903 $7.3M
Waldron Private Wealth LLC 0.34% Reduce -14.3% 72,698 $7.2M
Rockefeller Capital Management L.P. 0.02% Add +2.4% 69,012 $6.9M
Citadel Advisors 0.01% New 65,825 $6.5M
Total Clarity Wealth Management, Inc. 2.12% No change 65,473 $6.5M
Money Concepts Capital Corp. 0.48% Add +580.5% 65,062 $6.5M
AlphaCore Capital LLC 0.55% New 64,701 $6.4M
Cerity Partners LLC 0.01% Add +9.1% 64,697 $6.4M
Stephens Inc. 0.09% Reduce -45.2% 61,258 $6.1M
Quadrant Capital Group LLC 0.21% Reduce -0.4% 57,617 $5.7M
EP Wealth Advisors, LLC 0.05% Reduce -5.9% 57,295 $5.7M
HM Payson & Co. 0.10% Reduce -0.7% 56,469 $5.6M
Portland Global Advisors LLC 0.69% Reduce -12.8% 55,382 $5.5M
Independent Financial Group, LLC 0.18% Add +3.3% 52,853 $5.3M
New Wave Wealth Advisors LLC 2.28% Add +275.3% 51,072 $5.1M
CoreCap Advisors, LLC 0.22% Add +87.8% 50,613 $5.0M
Ameritas Advisory Services, LLC 0.20% Add +11.3% 50,324 $5.0M
Stifel Financial Corp. 0.01% Add +110.9% 49,250 $4.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +109.8% 49,191 $4.9M
Old Mission Capital LLC 0.09% New 47,649 $4.7M
Promethium Advisors,llc 3.02% Add +49.1% 47,454 $4.7M
Wealthcare Advisory Partners LLC 0.12% Add +2.4% 44,289 $4.4M
Retirement Capital Strategies 1.72% Reduce -72.4% 44,180 $4.4M
GAMMA Investing LLC 0.33% Add +18.3% 43,565 $4.3M
Onyx Bridge Wealth Group LLC 0.62% Add +7.4% 43,407 $4.3M
Concurrent Investment Advisors, LLC 0.10% Add +116.6% 43,346 $4.3M
Magnolia Private Wealth, LLC 3.64% Add +6.9% 43,281 $4.3M
Stratos Wealth Partners, LTD. 0.07% Reduce -58.9% 43,124 $4.3M
Acorn Financial Advisory Services Inc. 0.75% Add +42.0% 41,710 $4.1M
Transcendent Capital Group LLC 2.33% Add +627.1% 41,590 $4.1M
Baird Financial Group, Inc. 0.01% Reduce -13.5% 40,993 $4.1M
Carrera Capital Advisors 0.90% Reduce -36.4% 40,806 $4.1M
Capstone Wealth Management Group LLC 3.18% Add +13.6% 39,993 $4.0M
Kestra Advisory Services, LLC 0.02% Add +25.7% 39,751 $4.0M
Jane Street Group, LLC 0.01% New 39,111 $3.9M
Orion Porfolio Solutions, LLC 0.04% Add +6.1% 38,768 $3.9M
Orion Portfolio Solutions, LLC 0.04% Add +6.1% 38,768 $3.9M
Caitlin John, LLC 3.74% Add +94.8% 38,305 $3.8M
Hibernia Wealth Partners, LLC 2.70% Add +95.6% 38,169 $3.8M
Pine Valley Investments Ltd Liability Co 0.24% Add +81.1% 37,292 $3.7M
Auour Investments LLC 1.30% Reduce -4.0% 36,023 $3.6M
Wooster Corthell Wealth Management, Inc. 0.72% Add +67.4% 35,597 $3.5M

"% 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.

Show all 276 holders