SS Spdrb B 3-12M T-Bill ETFBILSETF
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $57.6M |
| Exits | 18 | $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.