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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $56.1M |
| Exits | 25 | $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 |
| Acorn Financial Advisory Services Inc. | 0.67% | Reduce -1.5% | 41,071 | $4.1M |
| Pine Valley Investments Ltd Liability Co | 0.23% | Add +7.3% | 40,011 | $4.0M |
| Flow Traders U.S. LLC | 0.15% | Add +101.8% | 40,007 | $4.0M |
| Portland Global Advisors LLC | 0.46% | Reduce -28.4% | 39,662 | $3.9M |
| GTS Securities LLC | 0.17% | New | 37,703 | $3.7M |
| Auour Investments LLC | 1.22% | Reduce -0.9% | 35,706 | $3.6M |
| Total Clarity Wealth Management, Inc. | 1.00% | Reduce -46.3% | 35,183 | $3.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -38.9% | 35,020 | $3.5M |
| Tidal Investments LLC | 0.02% | Reduce -58.2% | 34,357 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +107.4% | 33,748 | $3.4M |
| Priebe Wealth Holdings LLC | 2.90% | Add +99.7% | 33,732 | $3.4M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -36.0% | 32,190 | $3.2M |
| Tableaux LLC | 1.82% | New | 31,922 | $3.2M |
| Iams Wealth Management, LLC | 1.41% | Add +1.0% | 30,838 | $3.1M |
| Wedbush Securities Inc. | 0.11% | Reduce -2.2% | 30,414 | $3.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +8.5% | 28,461 | $2.8M |
| Western Wealth Management, LLC | 0.17% | Add +7.8% | 27,895 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.0% | 26,704 | $2.6M |
| Gradient Capital Advisors, LLC | 0.77% | Add +80.7% | 26,384 | $2.6M |
| Advisory Services Network, LLC | 0.04% | New | 26,153 | $2.6M |
| Magnolia Private Wealth, LLC | 1.99% | Reduce -40.4% | 25,810 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +319762.5% | 25,589 | $2.5M |
| Carr Financial Group Corp | 0.75% | Reduce -3.6% | 25,554 | $2.5M |
| Victory Financial Group, LLC | 0.40% | Add +27.6% | 25,313 | $2.5M |
| Ieq Capital, LLC | 0.02% | No change | 25,122 | $2.5M |
| Dakota Wealth Management | 0.05% | Add +75.8% | 23,825 | $2.4M |
| Traub Capital Management LLC | 2.16% | — | 23,522 | $2.3M |
| TFR Capital, LLC. | 0.84% | Reduce -8.1% | 23,369 | $2.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +56.9% | 23,320 | $2.3M |
| Mariner, LLC | 0.00% | Add +0.3% | 22,980 | $2.3M |
| Hutchinson Financial Advisors, INC | 2.54% | — | 22,830 | $2.3M |
| New Wave Wealth Advisors LLC | 0.92% | Reduce -57.3% | 21,786 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -0.4% | 21,354 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +1.6% | 21,126 | $2.1M |
| Centaurus Financial, Inc. | 0.12% | Add +0.1% | 20,715 | $2.1M |
| Essex Financial Services, Inc. | 0.13% | Add +6.3% | 20,229 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -47.8% | 20,222 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +29.2% | 19,744 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.24% | Reduce -1.6% | 19,281 | $1.9M |
| Acas, LLC | 1.28% | Add +3.4% | 19,286 | $1.9M |
| Blue Trust, Inc. | 0.02% | Reduce -20.0% | 18,827 | $1.9M |
| One Capital Management, LLC | 0.06% | New | 18,822 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +8.9% | 18,199 | $1.8M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -3.8% | 17,864 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +87.9% | 17,657 | $1.8M |
| IFP Advisors, Inc | 0.05% | Reduce -8.0% | 16,747 | $1.7M |
| Sheets Smith Wealth Management | 0.19% | Reduce -6.6% | 16,529 | $1.6M |
| Mgo One Seven LLC | 0.05% | Reduce -26.0% | 16,277 | $1.6M |
| Focus Partners Wealth | 0.00% | Reduce -8.1% | 16,174 | $1.6M |
| Parsons Capital Management Inc. | 0.10% | Reduce -10.0% | 15,595 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +8.3% | 15,104 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.8% | 14,829 | $1.5M |
| O'ROURKE & COMPANY, Inc | 0.67% | Add +297.3% | 14,329 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +28.9% | 13,835 | $1.4M |
| Values First Advisors, Inc. | 0.75% | Reduce -6.8% | 13,765 | $1.4M |
| Barnes Wealth Management Group, Inc | 0.77% | Add +2.4% | 13,121 | $1.3M |
| MCF Advisors LLC | 0.08% | Reduce -13.2% | 12,858 | $1.3M |
| Patten Group, Inc. | 0.27% | Add +37.6% | 12,788 | $1.3M |
| Good Life Advisors, LLC | 0.08% | Add +2.3% | 12,536 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +10.4% | 12,002 | $1.2M |
| Studio Investment Management LLC | 0.24% | Reduce -33.9% | 11,973 | $1.2M |
| Sound Financial Strategies Group, LLC | 1.00% | Add +78.4% | 11,930 | $1.2M |
| &partners | 0.01% | Add +1.5% | 11,753 | $1.2M |
| RiverTree Advisors, LLC | 0.77% | Add +22.2% | 11,594 | $1.2M |
| Vertex Planning Partners, LLC | 0.24% | Add +393.3% | 11,401 | $1.1M |
| Belpointe Asset Management LLC | 0.05% | Add +6.2% | 11,112 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +130.3% | 10,870 | $1.1M |
| WJ Wealth Management, LLC | 0.34% | Reduce -28.2% | 10,763 | $1.1M |
| Sykon Capital LLC | 0.38% | Add +66.8% | 10,588 | $1.1M |
| GK Wealth Management LLC | 1.03% | Reduce -5.3% | 10,435 | $1.0M |
| Stokes Family Office, LLC | 0.11% | Add +51.5% | 10,300 | $1.0M |
| MAI Capital Management | 0.01% | Add +2034.5% | 10,224 | $1.0M |
| Sightline Wealth Advisors, LLC | 0.48% | Add +5.5% | 9,968 | $991K |
| Lynx Investment Advisory | 0.65% | Add +7.2% | 9,935 | $988K |
| Wealth Advisors of Iowa, LLC | 0.36% | New | 9,811 | $976K |
| DGS Capital Management, LLC | 0.20% | Reduce -1.3% | 9,630 | $958K |
| Pekin Hardy Strauss, Inc. | 0.11% | Add +56.1% | 9,490 | $944K |
| Phil A. Younker & Associates, Ltd. | 0.93% | No change | 9,475 | $942K |
| Keystone Financial Group | 0.08% | No change | 9,306 | $925K |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -13.4% | 9,015 | $896K |
| TCFG Wealth Management, LLC | 0.41% | Reduce -7.5% | 8,995 | $894K |
| Parallel Advisors, LLC | 0.02% | Add +7.0% | 8,763 | $871K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -13.9% | 8,686 | $864K |
| GAMMA Investing LLC | 0.05% | Reduce -80.1% | 8,658 | $861K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.4% | 8,622 | $857K |
| Pacific Point Advisors, LLC | 0.46% | Reduce -16.2% | 8,496 | $845K |
| Two Sigma Securities, LLC | 0.10% | New | 8,449 | $840K |
| Advisor Resource Council | 0.41% | Reduce -76.6% | 8,379 | $833K |
| Turning Point Benefit Group, Inc. | 0.63% | Reduce -4.0% | 8,314 | $827K |
| Synergy Asset Management, LLC | 0.09% | No change | 8,000 | $795K |
| Transcendent Capital Group LLC | 0.41% | Reduce -80.9% | 7,955 | $791K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -51.1% | 7,666 | $762K |
| Tidemark, LLC | 0.23% | Reduce -3.5% | 7,209 | $717K |
| Opulen Financial Group LLC | 0.59% | Add +10.8% | 7,194 | $715K |
| Avior Wealth Management, LLC | 0.02% | Reduce -2.2% | 7,072 | $703K |
| Nemes Rush Group LLC | 0.08% | Add +19.4% | 7,064 | $702K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +51.0% | 6,844 | $680K |
| Gibbs Wealth Management | 0.12% | Reduce -23.4% | 6,425 | $639K |
| Embree Financial Group | 0.09% | Reduce -19.7% | 6,257 | $622K |
| Outbound Financial Inc | 0.52% | — | 5,714 | $568K |
| Convergence Financial, LLC | 0.10% | Reduce -94.3% | 5,705 | $567K |
| Opal Wealth Advisors, LLC | 0.15% | Reduce -15.6% | 5,588 | $556K |
| Creative Planning | 0.00% | Add +35.4% | 5,500 | $547K |
| Bank of Montreal | 0.00% | Add +14.2% | 5,464 | $542K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Reduce -34.8% | 5,363 | $533K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -12.4% | 5,160 | $513K |
| CacheTech Inc. | 0.09% | No change | 5,125 | $510K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -52.4% | 5,003 | $497K |
| Sigma Planning Corp | 0.01% | Add +8.0% | 4,975 | $495K |
| Darden Wealth Group Inc | 0.30% | New | 4,909 | $488K |
| Advance Capital Management, Inc. | 0.02% | Reduce -5.8% | 4,749 | $472K |
| Stonebridge Financial Planning Group, LLC | 0.20% | No change | 4,707 | $468K |
| Insight 2811, Inc. | 0.22% | Reduce -35.0% | 4,635 | $461K |
| PFG Investments, LLC | 0.03% | Reduce -10.8% | 4,533 | $451K |
| Woodard & Co. Asset Management Group Inc. | 0.08% | Reduce -13.1% | 4,502 | $448K |
| Simplicity Wealth,LLC | 0.02% | Reduce -56.2% | 4,483 | $446K |
| Modern Wealth Management, LLC | 0.01% | Reduce -13.1% | 4,405 | $438K |
| RFG Advisory, LLC | 0.01% | New | 4,395 | $437K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +6.8% | 4,311 | $429K |
| Perennial Investment Advisors, LLC | 0.04% | New | 4,258 | $423K |
| Midwest Trust Co | 0.01% | — | 4,171 | $415K |
| Councilor Wealth, LLC | 0.19% | Add +7.0% | 4,111 | $409K |
| WBH Advisory Inc. | 0.03% | Add +6.1% | 4,063 | $404K |
| IHT Wealth Management, LLC | 0.01% | Reduce -11.2% | 3,950 | $393K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -67.0% | 3,845 | $382K |
| Consolidated Portfolio Review Corp | 0.05% | New | 3,823 | $380K |
| Csenge Advisory Group | 0.02% | New | 3,790 | $377K |
| Freedom Investment Management, Inc. | 0.03% | Add +56.6% | 3,682 | $366K |
| Weaver Capital Management LLC | 0.08% | Add +47.2% | 3,420 | $340K |
| Marks Wealth, LLC | 0.11% | New | 3,364 | $334K |
| Betterment LLC | 0.00% | New | 3,316 | $330K |
| Meridian Wealth Management, LLC | 0.01% | Add +38.1% | 3,275 | $326K |
| Portside Wealth Group, LLC | 0.05% | Reduce -2.0% | 3,259 | $324K |
| Stapp Wealth Management, PLLC | 0.45% | Reduce -16.6% | 3,180 | $316K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,122 | $310K |
| Private Trust Co. NA | 0.03% | Reduce -75.9% | 3,085 | $307K |
| JT Stratford LLC | 0.04% | New | 2,970 | $295K |
| Hofer & Associates. Inc | 0.18% | Reduce -11.7% | 2,939 | $292K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,924 | $291K |
| Archford Capital Strategies, LLC | 0.04% | No change | 2,888 | $287K |
| Ridgeline Wealth Planning, LLC | 0.23% | Reduce -2.0% | 2,829 | $281K |
| Ogorek Anthony Joseph /NY/ | 0.08% | No change | 2,715 | $269K |
| Destination Wealth Management | 0.01% | No change | 2,547 | $253K |
| Cary Street Partners Financial LLC | 0.01% | No change | 2,500 | $249K |
| Invst, LLC | 0.03% | New | 2,449 | $243K |
| Fonville Wealth Management LLC | 0.06% | New | 2,445 | $243K |
| Camelot Portfolios, LLC | 0.14% | Reduce -5.2% | 2,369 | $236K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -22.4% | 2,339 | $233K |
| Northwest Capital Management Inc | 0.13% | Reduce -32.2% | 2,325 | $231K |
| Novem Group | 0.03% | Reduce -24.3% | 2,322 | $231K |
| Legacy CG, LLC | 0.07% | Reduce -37.5% | 2,292 | $228K |
| NWF Advisory Services Inc. | 0.03% | New | 2,274 | $226K |
| Summit Investment Advisory Services, LLC | 0.10% | Reduce -10.0% | 2,266 | $225K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.9% | 2,200 | $219K |
| Transatlantique Private Wealth LLC | 0.08% | New | 2,168 | $216K |
| Strategic Blueprint, LLC | 0.01% | Reduce -15.6% | 2,140 | $213K |
| First Wilshire Securities Management Inc. | 0.06% | Reduce -2.4% | 2,133 | $212K |
| Kings Path Partners LLC | 0.09% | Reduce -69.5% | 2,128 | $212K |
| Nvest Financial, LLC | 0.11% | New | 2,119 | $211K |
| Flputnam Investment Management Co. | 0.00% | New | 2,111 | $210K |
| Ritholtz Wealth Management | 0.00% | Reduce -70.4% | 2,070 | $206K |
| AE Wealth Management LLC | 0.00% | Add +1.6% | 2,031 | $202K |
| Etesian Wealth Advisors, Inc. | 0.07% | No change | 2,024 | $201K |
| Nordwand Advisors, LLC | 0.03% | New | 1,933 | $192K |
| Highline Wealth Partners LLC | 0.05% | Reduce -1.6% | 1,791 | $178K |
| St Germain D J Co. Inc. | 0.01% | Reduce -5.7% | 1,494 | $149K |
| Luminist Capital LLC | 0.14% | Reduce -11.4% | 1,469 | $146K |
| Clearstead Trust, LLC | 0.03% | No change | 1,377 | $137K |
| Comerica Bank | 0.00% | No change | 1,152 | $115K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.8% | 1,100 | $109K |
| Fourth Dimension Wealth, LLC | 0.04% | Reduce -55.6% | 1,008 | $100K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $99K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,000 | $99K |
| Fifth Third Bancorp | 0.00% | No change | 852 | $85K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | New | 800 | $80K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 629 | $63K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +2.1% | 534 | $53K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 452 | $45K |
| Colonial Trust Co / SC | 0.01% | Add +123.0% | 426 | $42K |
| Western Pacific Wealth Management, LP | 0.04% | New | 400 | $40K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -99.8% | 377 | $38K |
| Harbor Investment Advisory, LLC | 0.00% | Add +590.2% | 352 | $35K |
| JDM Financial Group LLC | 0.01% | No change | 178 | $18K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 100 | $10K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 38 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 26 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 24 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 3 | $298 |
"% 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.