SS Spdrb B 3-12M T-Bill ETFBILSETF

13F holders, Q3 2025 (September 30)
266holders −22
17new positions
34sold out
2famous investors
$99.53avg. 13F price*

At the end of Q3 2025, 266 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings, down 22 from Q2 2025. 17 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($361.4M), Cwm, LLC ($214.1M) and Bank of America Corp. ($142.2M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions17$18.4M
Exits34$75.1M

All 13F filers, Q2 2025 → Q3 2025: 2,426,231 shares bought and 2,416,363 shares sold, net +9,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 266 holders

LPL Financial LLC 0.11% Add +10.8% 3,631,527 $361.4M
Cwm, LLC 0.64% Add +14.7% 2,151,374 $214.1M
Bank of America Corp. 0.01% Add +2.2% 1,429,213 $142.2M
Miller Investment Management, LP 11.87% Add +7.1% 1,186,377 $118.1M
Ameriprise Financial Inc. 0.02% Reduce -8.4% 1,038,029 $103.6M
Wells Fargo & Company 0.01% Add +38.0% 618,878 $61.6M
Osaic Holdings, Inc. 0.07% Add +22.9% 533,474 $53.1M
Sargent Investment Group, LLC 7.42% Reduce -12.8% 523,136 $52.1M
NorthCoast Asset Management LLC 0.20% Add +197.1% 513,072 $51.1M
Bell Bank 2.17% Reduce -5.2% 502,821 $50.0M
Royal Bank of Canada 0.01% Add +0.9% 492,384 $49.0M
Pecaut & Co. 13.84% Add +14.8% 432,546 $43.0M
UBS Group AG 0.01% Add +6.3% 428,382 $42.6M
Cetera Investment Advisers 0.05% Reduce -8.0% 422,010 $42.0M
Commonwealth Equity Services, LLC 0.05% Reduce -11.9% 408,412 $40.6M
Envestnet Asset Management Inc. 0.01% Reduce -16.6% 398,813 $39.7M
Ashton Thomas Private Wealth, LLC 0.94% Add +22.1% 363,159 $36.1M
One Day In July LLC 2.78% Add +28.0% 329,921 $32.8M
AQR Capital Management 0.02% Add +34.3% 307,555 $30.6M
Morgan Stanley 0.00% Add +13.2% 283,796 $28.2M
Truist Financial Corp. 0.04% Reduce -2.5% 259,488 $25.8M
Raymond James Financial Inc. 0.01% Add +35.9% 246,329 $24.5M
MML Investors Services, LLC 0.06% Add +6.2% 230,251 $22.9M
Integrated Wealth Concepts LLC 0.19% Add +0.1% 218,857 $21.8M
Running Point Capital Advisors, LLC 5.83% Reduce -14.2% 218,813 $21.8M
CWA Asset Management Group, LLC 0.79% Add +1.7% 213,114 $21.2M
Peak Asset Management, LLC 3.59% Add +3.9% 206,707 $20.6M
Cerity Partners LLC 0.03% Reduce -4.5% 166,238 $16.5M
HighTower Advisors, LLC 0.02% Add +79.7% 164,338 $16.4M
Partners Capital Investment Group, LLP 0.64% Reduce -45.3% 161,239 $16.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +12.4% 145,599 $14.5M
NDWM LLC 9.67% Add +2.3% 143,224 $14.3M
Private Advisor Group, LLC 0.07% Reduce -4.2% 136,485 $13.6M
Rockefeller Capital Management L.P. 0.03% Add +7.8% 136,003 $13.5M
Birchcreek Wealth Management, LLC 6.88% Add +10.7% 133,891 $13.3M
Horizon Family Wealth, Inc. 7.10% Add +2.1% 124,150 $12.4M
Treasure Coast Financial Planning 6.77% Add +1.2% 121,887 $12.1M
Castlekeep Investment Advisors LLC 5.61% Reduce -5.5% 120,590 $12.0M
Delos Wealth Advisors, LLC 8.07% Add +7.2% 120,135 $12.0M
Long Run Wealth Advisors, LLC 2.31% Add +9.4% 118,378 $11.8M
Equitable Holdings, Inc. 0.09% Add +9.3% 117,795 $11.7M
MOKAN Wealth Management Inc. 5.81% Add +4.4% 115,995 $11.5M
Austin Wealth Management, LLC 1.79% Reduce -1.8% 114,964 $11.4M
DBK Financial Counsel, LLC 9.40% Reduce -11.3% 112,300 $11.2M
Pacific Sage Partners, LLC 1.80% Add +54.2% 108,186 $10.8M
Fortis Group Advisors, LLC 1.84% Reduce -13.4% 107,225 $10.7M
Anson Capital, Inc. 7.48% Add +4.0% 100,240 $10.0M
Promethium Advisors,llc 5.32% Add +29.9% 93,188 $9.3M
Altiora Financial Group, LLC 1.68% Reduce -1.4% 92,419 $9.2M
Entrewealth, LLC 4.65% Add +5.7% 90,822 $9.0M
NewEdge Advisors, LLC 0.04% Reduce -13.9% 89,936 $9.0M
Choate Investment Advisors 0.18% Reduce -26.2% 89,070 $8.9M
Calton & Associates, Inc. 1.23% Add +9.4% 82,460 $8.2M
Procyon Advisors, LLC 0.47% New 80,247 $8.0M
Kera Capital Partners, Inc. 1.19% Add +4.6% 79,835 $7.9M
Valmark Advisers, Inc. 0.10% Reduce -2.0% 77,623 $7.7M
AlphaCore Capital LLC 0.24% Reduce -10.4% 72,188 $7.2M
Proficio Capital Partners LLC 0.49% Reduce -56.1% 71,972 $7.2M
Stifel Financial Corp. 0.01% Add +9.5% 66,861 $6.7M
Stratos Wealth Partners, LTD. 0.07% Add +31.5% 61,196 $6.1M
Retirement Capital Strategies 2.19% Reduce -3.1% 57,462 $5.7M
Janney Montgomery Scott LLC 0.01% Reduce -18.9% 55,286 $5.5M
Independent Financial Group, LLC 0.13% Reduce -2.6% 54,845 $5.5M
Quadrant Capital Group LLC 0.18% Add +18.0% 54,680 $5.4M
Concurrent Investment Advisors, LLC 0.09% Add +4.0% 53,395 $5.3M
Wealthcare Advisory Partners LLC 0.11% Reduce -39.6% 53,384 $5.3M
Kestra Advisory Services, LLC 0.02% Add +11.6% 52,358 $5.2M
JPMorgan Chase & Co. 0.00% Reduce -4.8% 50,804 $5.1M
Brookstone Capital Management 0.06% Reduce -3.5% 50,044 $5.0M
Waldron Private Wealth LLC 0.20% Reduce -20.9% 49,830 $5.0M
HM Payson & Co. 0.07% Reduce -8.1% 47,837 $4.8M
Prosperity Consulting Group, LLC 0.23% Reduce -8.3% 47,544 $4.7M
Caitlin John, LLC 3.29% Reduce -0.9% 47,474 $4.7M
Ameritas Advisory Services, LLC 0.31% Add +47.1% 47,342 $4.7M
Carrera Capital Advisors 0.85% Add +1.5% 47,338 $4.7M
Advisory Services Network, LLC 0.07% Add +80.2% 47,134 $4.7M
Total Clarity Wealth Management, Inc. 1.23% Add +32.0% 46,438 $4.6M
Mercer Global Advisors Inc. 0.01% Add +3.5% 46,393 $4.6M
Hershey Financial Advisers, LLC 3.91% Reduce -1.6% 45,811 $4.6M
Beacon Capital Management, Inc. 0.21% Reduce -31.4% 45,191 $4.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -31.5% 44,116 $4.4M
Baird Financial Group, Inc. 0.01% Add +3.6% 42,652 $4.2M
Capstone Wealth Management Group LLC 2.67% Reduce -5.1% 42,045 $4.2M
Onyx Bridge Wealth Group LLC 0.45% Reduce -1.8% 41,870 $4.2M
Acorn Financial Advisory Services Inc. 0.62% Reduce -1.6% 40,399 $4.0M
O'ROURKE & COMPANY, Inc 1.68% Add +181.1% 40,282 $4.0M
Jane Street Group, LLC 0.00% Reduce -51.1% 40,190 $4.0M
Hibernia Wealth Partners, LLC 2.54% Reduce -47.4% 39,910 $4.0M
Portland Global Advisors LLC 0.44% Reduce -0.4% 39,508 $3.9M
Steward Partners Investment Advisory, LLC 0.02% Add +8.1% 36,493 $3.6M
Goldman Sachs Group Inc. 0.00% Reduce -41.3% 36,295 $3.6M
Iams Wealth Management, LLC 1.45% Add +17.5% 36,226 $3.6M
Stephens Inc. 0.04% Reduce -33.1% 33,148 $3.3M
Wedbush Securities Inc. 0.11% Add +8.8% 33,106 $3.3M
Stratos Wealth Advisors, LLC 0.15% Add +48.8% 31,764 $3.2M
Pine Valley Investments Ltd Liability Co 0.16% Reduce -20.8% 31,694 $3.2M
Gradient Capital Advisors, LLC 0.83% Add +18.0% 31,136 $3.1M
Flow Traders U.S. LLC 0.12% Reduce -24.4% 30,241 $3.0M
Essex Financial Services, Inc. 0.17% Add +44.3% 29,195 $2.9M
Hutchinson Financial Advisors, INC 2.82% Add +26.2% 28,803 $2.9M

"% 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 266 holders