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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $18.4M |
| Exits | 34 | $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 |
| Farther Finance Advisors, LLC | 0.04% | Add +0.3% | 28,544 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +43.1% | 26,047 | $2.6M |
| Dakota Wealth Management | 0.05% | Add +8.0% | 25,738 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +9.6% | 25,564 | $2.5M |
| Tidal Investments LLC | 0.01% | Reduce -26.6% | 25,235 | $2.5M |
| Ieq Capital, LLC | 0.01% | No change | 25,122 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.8% | 24,897 | $2.5M |
| Carr Financial Group Corp | 0.68% | Reduce -3.3% | 24,718 | $2.5M |
| WealthTrust Asset Management, LLC | 1.69% | Reduce -46.8% | 24,489 | $2.4M |
| Victory Financial Group, LLC | 0.33% | Reduce -4.8% | 24,085 | $2.4M |
| Traub Capital Management LLC | 2.29% | Reduce -1.1% | 23,266 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +12.4% | 22,728 | $2.3M |
| Western Wealth Management, LLC | 0.12% | Reduce -19.3% | 22,500 | $2.2M |
| TFR Capital, LLC. | 0.75% | Reduce -3.9% | 22,452 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +26.3% | 22,302 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -55.5% | 21,867 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +33.9% | 21,649 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.5% | 20,859 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +3.2% | 20,370 | $2.0M |
| Centaurus Financial, Inc. | 0.09% | Reduce -4.3% | 19,818 | $2.0M |
| Retirement Planning Group, LLC | 0.07% | New | 19,382 | $1.9M |
| Magnolia Private Wealth, LLC | 1.41% | Reduce -25.2% | 19,310 | $1.9M |
| IFP Advisors, Inc | 0.05% | Add +14.9% | 19,242 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.21% | Reduce -1.4% | 19,005 | $1.9M |
| Blue Trust, Inc. | 0.02% | Add +0.9% | 19,000 | $1.9M |
| Mgo One Seven LLC | 0.04% | Add +15.2% | 18,752 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | New | 18,010 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | New | 17,851 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -16.0% | 17,738 | $1.8M |
| Sheets Smith Wealth Management | 0.19% | Add +0.1% | 16,538 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -12.4% | 16,494 | $1.6M |
| New Wave Wealth Advisors LLC | 0.63% | Reduce -25.6% | 16,200 | $1.6M |
| Synergy Asset Management, LLC | 0.06% | Add +100.0% | 16,000 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +5.2% | 15,894 | $1.6M |
| Pacific Point Advisors, LLC | 0.89% | Add +79.7% | 15,269 | $1.5M |
| Parsons Capital Management Inc. | 0.08% | Reduce -6.3% | 14,605 | $1.5M |
| Values First Advisors, Inc. | 0.75% | Add +2.1% | 14,059 | $1.4M |
| Mills Wealth Advisors LLC | 0.56% | New | 13,810 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +13.0% | 13,557 | $1.3M |
| Bright Futures Wealth Management, LLC. | 1.06% | — | 13,524 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -41.6% | 13,429 | $1.3M |
| Money Concepts Capital Corp. | 0.08% | Reduce -78.8% | 12,652 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -8.7% | 12,635 | $1.3M |
| Collier Financial | 0.92% | — | 12,309 | $1.2M |
| Barnes Wealth Management Group, Inc | 0.67% | Reduce -6.5% | 12,267 | $1.2M |
| Pekin Hardy Strauss, Inc. | 0.12% | Add +25.4% | 11,900 | $1.2M |
| &partners | 0.01% | Add +1.0% | 11,870 | $1.2M |
| Patten Group, Inc. | 0.23% | Reduce -8.8% | 11,659 | $1.2M |
| MCF Advisors LLC | 0.07% | Reduce -11.0% | 11,440 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +30.5% | 11,434 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -1.0% | 11,003 | $1.1M |
| RiverTree Advisors, LLC | 0.68% | Reduce -7.7% | 10,703 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Reduce -79.7% | 10,672 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +109.7% | 10,492 | $1.0M |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Add +94.9% | 10,452 | $1.0M |
| GK Wealth Management LLC | 0.76% | Reduce -1.9% | 10,231 | $1.0M |
| MAI Capital Management | 0.01% | Reduce -1.3% | 10,088 | $1.0M |
| Sykon Capital LLC | 0.33% | Reduce -6.1% | 9,944 | $990K |
| DGS Capital Management, LLC | 0.18% | Add +0.8% | 9,704 | $966K |
| Keystone Financial Group | 0.07% | Add +4.0% | 9,681 | $963K |
| Lynx Investment Advisory | 0.57% | Reduce -4.2% | 9,523 | $948K |
| Beacon Financial Group | 0.09% | New | 9,387 | $934K |
| Phil A. Younker & Associates, Ltd. | 0.71% | Reduce -1.4% | 9,345 | $930K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -88.0% | 9,061 | $902K |
| Turning Point Benefit Group, Inc. | 0.54% | Add +7.6% | 8,944 | $887K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +3.4% | 8,913 | $887K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -1.8% | 8,857 | $881K |
| Sightline Wealth Advisors, LLC | 0.40% | Reduce -11.4% | 8,833 | $879K |
| TCFG Wealth Management, LLC | 0.34% | Reduce -2.6% | 8,760 | $872K |
| Vertex Planning Partners, LLC | 0.17% | Reduce -23.2% | 8,751 | $871K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 8,686 | $864K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -53.6% | 8,290 | $825K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -67.8% | 8,253 | $821K |
| Weaver Capital Management LLC | 0.17% | Add +135.8% | 8,065 | $803K |
| TD Waterhouse Canada Inc. | 0.01% | New | 8,335 | $802K |
| KPP Advisory Services LLC | 0.12% | Reduce -81.1% | 7,967 | $793K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Add +0.9% | 7,734 | $770K |
| Transcendent Capital Group LLC | 0.34% | Reduce -4.8% | 7,574 | $754K |
| Nemes Rush Group LLC | 0.07% | Add +6.8% | 7,544 | $751K |
| Opulen Financial Group LLC | 0.56% | Add +2.8% | 7,395 | $736K |
| Csenge Advisory Group | 0.03% | Add +91.7% | 7,265 | $723K |
| Studio Investment Management LLC | 0.13% | Reduce -40.5% | 7,121 | $709K |
| Sound Financial Strategies Group, LLC | 0.49% | Reduce -44.0% | 6,687 | $665K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -7.2% | 6,351 | $632K |
| Gibbs Wealth Management | 0.14% | Reduce -5.3% | 6,083 | $605K |
| Stokes Family Office, LLC | 0.05% | Reduce -44.2% | 5,750 | $572K |
| Outbound Financial Inc | 0.46% | No change | 5,714 | $569K |
| Avior Wealth Management, LLC | 0.02% | Reduce -21.4% | 5,556 | $553K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +2.2% | 5,273 | $525K |
| Marks Wealth, LLC | 0.16% | Add +55.6% | 5,233 | $521K |
| Darden Wealth Group Inc | 0.27% | Add +6.1% | 5,209 | $518K |
| CacheTech Inc. | 0.10% | Add +0.4% | 5,145 | $512K |
| Betterment LLC | 0.00% | Add +51.1% | 5,012 | $499K |
| Convergence Financial, LLC | 0.07% | Reduce -14.7% | 4,868 | $484K |
| Embree Financial Group | 0.06% | Reduce -26.1% | 4,627 | $460K |
| JT Stratford LLC | 0.06% | Add +54.4% | 4,585 | $456K |
| RFG Advisory, LLC | 0.01% | Add +1.3% | 4,452 | $443K |
| Insight 2811, Inc. | 0.19% | Reduce -5.2% | 4,395 | $437K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.0% | 4,259 | $424K |
| Silverlake Wealth Management LLC | 0.10% | New | 4,255 | $423K |
| GTS Securities LLC | 0.02% | Reduce -88.7% | 4,252 | $423K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.8% | 4,237 | $422K |
| PFG Investments, LLC | 0.02% | Reduce -6.9% | 4,220 | $420K |
| Midwest Trust Co | 0.01% | No change | 4,171 | $415K |
| Meridian Wealth Management, LLC | 0.02% | Add +27.1% | 4,164 | $414K |
| Advance Capital Management, Inc. | 0.02% | Reduce -15.6% | 4,007 | $399K |
| Consolidated Portfolio Review Corp | 0.05% | Add +0.9% | 3,857 | $384K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | Reduce -15.4% | 3,808 | $379K |
| Leading Edge Financial Planning LLC | 0.09% | New | 3,754 | $374K |
| Councilor Wealth, LLC | 0.17% | Reduce -12.8% | 3,587 | $357K |
| Stonebridge Financial Planning Group, LLC | 0.13% | Reduce -24.4% | 3,557 | $354K |
| Atria Investments, Inc | 0.00% | New | 3,423 | $341K |
| Kings Path Partners LLC | 0.12% | Add +53.0% | 3,255 | $324K |
| StoneX Group Inc. | 0.01% | Reduce -70.3% | 3,225 | $321K |
| IHT Wealth Management, LLC | 0.01% | Reduce -19.0% | 3,200 | $318K |
| Stapp Wealth Management, PLLC | 0.43% | No change | 3,180 | $316K |
| Summit Financial, LLC | 0.00% | New | 3,140 | $313K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,122 | $311K |
| Portside Wealth Group, LLC | 0.04% | Reduce -5.7% | 3,075 | $306K |
| Simplicity Wealth,LLC | 0.02% | Reduce -36.5% | 2,847 | $283K |
| Ridgeline Wealth Planning, LLC | 0.21% | Reduce -1.7% | 2,780 | $277K |
| Ogorek Anthony Joseph /NY/ | 0.08% | No change | 2,715 | $270K |
| Private Trust Co. NA | 0.02% | Reduce -13.2% | 2,679 | $267K |
| Destination Wealth Management | 0.01% | No change | 2,547 | $253K |
| Hofer & Associates. Inc | 0.14% | Reduce -13.8% | 2,534 | $252K |
| ABLE Financial Group, LLC | 0.05% | New | 2,500 | $249K |
| Cary Street Partners Financial LLC | 0.01% | No change | 2,500 | $249K |
| Wealth Advisors of Iowa, LLC | 0.08% | Reduce -74.6% | 2,496 | $248K |
| Invst, LLC | 0.03% | Add +0.7% | 2,467 | $246K |
| Legacy CG, LLC | 0.07% | Add +6.2% | 2,435 | $242K |
| Citadel Advisors | 0.00% | Reduce -96.2% | 2,428 | $242K |
| Northwest Capital Management Inc | 0.24% | No change | 2,325 | $231K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -0.8% | 2,321 | $231K |
| Summit Investment Advisory Services, LLC | 0.09% | No change | 2,266 | $226K |
| Camelot Portfolios, LLC | 0.13% | Reduce -8.4% | 2,169 | $216K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -2.0% | 2,156 | $215K |
| Flputnam Investment Management Co. | 0.00% | Add +0.7% | 2,125 | $211K |
| First Wilshire Securities Management Inc. | 0.05% | Reduce -4.3% | 2,042 | $203K |
| Bank of Montreal | 0.00% | Reduce -62.7% | 2,038 | $203K |
| Etesian Wealth Advisors, Inc. | 0.07% | No change | 2,024 | $201K |
| Napa Wealth Management | 0.09% | Reduce -97.5% | 2,021 | $201K |
| AE Wealth Management LLC | 0.00% | Reduce -24.8% | 1,527 | $152K |
| GAMMA Investing LLC | 0.01% | Reduce -84.0% | 1,385 | $138K |
| St Germain D J Co. Inc. | 0.01% | Reduce -10.2% | 1,342 | $134K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | Add +47.5% | 1,180 | $117K |
| Comerica Bank | 0.00% | No change | 1,152 | $115K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,100 | $109K |
| Tidemark, LLC | 0.03% | Reduce -85.9% | 1,014 | $101K |
| Fourth Dimension Wealth, LLC | 0.04% | No change | 1,008 | $100K |
| Highline Wealth Partners LLC | 0.02% | Reduce -51.6% | 867 | $86K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 629 | $63K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +3.8% | 554 | $55K |
| Luminist Capital LLC | 0.04% | Reduce -64.9% | 516 | $51K |
| Colonial Trust Co / SC | 0.01% | No change | 426 | $42K |
| Pflug Koory, LLC | 0.01% | New | 264 | $26K |
| Fifth Third Bancorp | 0.00% | Reduce -70.4% | 252 | $25K |
| Clean Yield Group | 0.01% | New | 250 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -40.0% | 226 | $22K |
| JDM Financial Group LLC | 0.01% | No change | 178 | $18K |
| Principal Securities, Inc. | 0.00% | New | 160 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 100 | $10K |
| FMR LLC | 0.00% | New | 89 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -81.3% | 66 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 36 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 26 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -58.3% | 10 | $995 |
"% 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.