SS Spdrb B 3-12M T-Bill ETFBILSETF

13F holders, Q2 2025 (June 30)
288holders +12
34new positions
25sold out
2famous investors
$99.43avg. 13F price*

At the end of Q2 2025, 288 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings, up 12 from Q1 2025. 34 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($325.8M), Cwm, LLC ($186.5M) and Bank of America Corp. ($139.1M). 2 famous investors held it, including 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 SERIES TRUST (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions34$56.1M
Exits25$110.1M

All 13F filers, Q1 2025 → Q2 2025: 3,514,789 shares bought and 3,373,604 shares sold, net +141,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 288 holders

LPL Financial LLC 0.11% Add +14.2% 3,276,982 $325.8M
Cwm, LLC 0.66% Reduce -7.5% 1,875,910 $186.5M
Bank of America Corp. 0.01% Reduce -1.7% 1,398,948 $139.1M
Ameriprise Financial Inc. 0.03% Add +32.2% 1,133,420 $112.7M
Miller Investment Management, LP 11.57% Add +0.0% 1,108,066 $110.2M
Sargent Investment Group, LLC 8.05% Add +3.3% 600,218 $59.5M
Bell Bank 2.46% Reduce -14.2% 530,257 $52.7M
Royal Bank of Canada 0.01% Add +24.3% 488,069 $48.5M
Envestnet Asset Management Inc. 0.01% Add +19.3% 478,109 $47.5M
Commonwealth Equity Services, LLC 0.06% Add +2.7% 463,841 $46.1M
Cetera Investment Advisers 0.08% Add +7.3% 458,535 $45.6M
Wells Fargo & Company 0.01% Add +63.5% 448,581 $44.6M
Osaic Holdings, Inc. 0.08% Reduce -24.6% 433,925 $43.1M
UBS Group AG 0.01% Add +8.4% 403,026 $40.1M
Pecaut & Co. 12.45% Add +0.1% 376,756 $37.5M
Ashton Thomas Private Wealth, LLC 1.04% Reduce -39.7% 297,399 $29.6M
Partners Capital Investment Group, LLP 1.19% Reduce -50.0% 294,974 $29.3M
SoundView Advisors Inc. 10.05% Add +2.4% 274,348 $27.3M
Truist Financial Corp. 0.04% Add +62.0% 266,033 $26.5M
One Day In July LLC 2.32% Add +40.9% 257,744 $25.6M
Running Point Capital Advisors, LLC 7.00% Add +88.3% 255,113 $25.4M
Morgan Stanley 0.00% Add +28.6% 250,650 $24.9M
AQR Capital Management 0.02% Add +72.8% 229,093 $22.8M
Integrated Wealth Concepts LLC 0.22% Add +26.2% 218,687 $21.7M
MML Investors Services, LLC 0.06% Add +58.1% 216,762 $21.6M
CWA Asset Management Group, LLC 0.88% Reduce -7.1% 209,539 $20.8M
Peak Asset Management, LLC 3.62% Add +1.3% 198,943 $19.8M
Raymond James Financial Inc. 0.01% Add +7.4% 181,239 $18.0M
Cerity Partners LLC 0.03% Add +169.1% 174,125 $17.3M
NorthCoast Asset Management LLC 0.07% Add +13.5% 172,723 $17.2M
Proficio Capital Partners LLC 1.01% Reduce -73.1% 164,099 $16.3M
Private Advisor Group, LLC 0.08% Add +37.3% 142,431 $14.2M
NDWM LLC 10.20% Reduce -16.5% 140,079 $13.9M
Financial Advocates Investment Management 1.05% Reduce -1.1% 129,678 $12.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +19.4% 129,475 $12.9M
Castlekeep Investment Advisors LLC 6.21% Reduce -7.4% 127,671 $12.7M
DBK Financial Counsel, LLC 11.37% Add +15.4% 126,532 $12.6M
Rockefeller Capital Management L.P. 0.03% Add +82.8% 126,120 $12.5M
Fortis Group Advisors, LLC 2.23% Add +36.4% 123,761 $12.3M
Horizon Family Wealth, Inc. 7.38% Add +4.2% 121,631 $12.1M
Birchcreek Wealth Management, LLC 6.81% Add +1.2% 120,933 $12.0M
Choate Investment Advisors 0.26% Reduce -3.4% 120,750 $12.0M
Treasure Coast Financial Planning 6.98% Add +2.0% 120,402 $12.0M
Austin Wealth Management, LLC 2.07% Reduce -2.9% 117,034 $11.6M
Delos Wealth Advisors, LLC 8.70% Reduce -4.2% 112,105 $11.1M
MOKAN Wealth Management Inc. 6.17% Add +7.5% 111,071 $11.0M
Long Run Wealth Advisors, LLC 2.26% Add +20.1% 108,203 $10.8M
Equitable Holdings, Inc. 0.09% Reduce -3.0% 107,823 $10.7M
Susquehanna International Group, LLP 0.02% Add +298.6% 106,711 $10.6M
NewEdge Advisors, LLC 0.05% Reduce -23.1% 104,490 $10.4M
Anson Capital, Inc. 7.72% Add +9.1% 96,355 $9.6M
Altiora Financial Group, LLC 1.82% Reduce -11.6% 93,772 $9.3M
HighTower Advisors, LLC 0.01% Add +8.0% 91,438 $9.1M
Wealthcare Advisory Partners LLC 0.20% Add +99.5% 88,368 $8.8M
Entrewealth, LLC 5.91% Reduce -8.7% 85,941 $8.5M
Jane Street Group, LLC 0.01% Add +110.2% 82,190 $8.2M
AlphaCore Capital LLC 0.30% Add +24.5% 80,546 $8.0M
Napa Wealth Management 3.82% Add +2118.2% 80,409 $8.0M
Valmark Advisers, Inc. 0.11% Add +8.6% 79,190 $7.9M
Kera Capital Partners, Inc. 1.50% New 76,339 $7.6M
Hibernia Wealth Partners, LLC 2.75% Add +98.9% 75,902 $7.5M
Strategic Wealth Partners, Ltd. 0.59% — 75,765 $7.5M
Calton & Associates, Inc. 1.30% Add +118.0% 75,373 $7.5M
Wooster Corthell Wealth Management, Inc. 1.35% Add +106.4% 73,464 $7.3M
Promethium Advisors,llc 4.33% Add +51.2% 71,734 $7.1M
Pacific Sage Partners, LLC 1.39% Add +116.7% 70,141 $7.0M
Janney Montgomery Scott LLC 0.02% Reduce -7.9% 68,131 $6.8M
Beacon Capital Management, Inc. 0.34% Reduce -16.9% 65,886 $6.6M
Citadel Advisors 0.01% Reduce -1.8% 64,628 $6.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +31.0% 64,426 $6.4M
Waldron Private Wealth LLC 0.27% Reduce -13.3% 63,010 $6.3M
Goldman Sachs Group Inc. 0.00% Add +200.5% 61,864 $6.2M
Stifel Financial Corp. 0.01% Add +23.9% 61,041 $6.1M
Money Concepts Capital Corp. 0.40% Reduce -8.3% 59,648 $5.9M
Retirement Capital Strategies 2.34% Add +34.2% 59,276 $5.9M
Independent Financial Group, LLC 0.15% Add +6.6% 56,326 $5.6M
HRT Financial LP 0.02% New 53,600 $5.3M
JPMorgan Chase & Co. 0.00% Add +54.4% 53,384 $5.3M
CoreCap Advisors, LLC 0.21% Add +4.0% 52,618 $5.2M
Hamilton Capital Partners, LLC 2.49% New 52,178 $5.2M
HM Payson & Co. 0.08% Reduce -7.8% 52,069 $5.2M
Brookstone Capital Management 0.07% New 51,855 $5.2M
Prosperity Consulting Group, LLC 0.38% New 51,843 $5.2M
Concurrent Investment Advisors, LLC 0.10% Add +18.5% 51,347 $5.1M
SeaBridge Investment Advisors LLC 0.92% Add +116.1% 49,727 $4.9M
Stephens Inc. 0.07% Reduce -19.1% 49,550 $4.9M
Citigroup Inc. 0.00% New 49,095 $4.9M
Caitlin John, LLC 4.34% Add +25.1% 47,906 $4.8M
Kestra Advisory Services, LLC 0.02% Add +18.1% 46,932 $4.7M
Carrera Capital Advisors 0.93% Add +14.3% 46,655 $4.6M
Hershey Financial Advisers, LLC 4.15% — 46,579 $4.6M
Stratos Wealth Partners, LTD. 0.06% Add +7.9% 46,544 $4.6M
Quadrant Capital Group LLC 0.17% Reduce -19.6% 46,343 $4.6M
WealthTrust Asset Management, LLC 3.42% Reduce -59.3% 46,013 $4.6M
Rareview Capital LLC 2.81% New 44,841 $4.5M
Mercer Global Advisors Inc. 0.01% Add +1084.6% 44,824 $4.5M
Capstone Wealth Management Group LLC 3.20% Add +10.7% 44,286 $4.4M
Onyx Bridge Wealth Group LLC 0.56% Reduce -1.8% 42,638 $4.2M
KPP Advisory Services LLC 0.69% Add +21.5% 42,148 $4.2M
Baird Financial Group, Inc. 0.01% Add +0.4% 41,168 $4.1M

"% 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 288 holders