SS Spdrb B 3-12M T-Bill ETFBILSETF

13F holders, Q4 2025 (December 31)
271holders +5
22new positions
26sold out
1famous investor
$99.20avg. 13F price*

At the end of Q4 2025, 271 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings, up 5 from Q3 2025. 22 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($356.6M), Cwm, LLC ($204.1M) and Bank of America Corp. ($133.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
SS Spdrb B 3-12M T-Bill ETF
Filed as
SPDR SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$54.7M
Exits26$68.9M

All 13F filers, Q3 2025 → Q4 2025: 2,572,593 shares bought and 1,989,752 shares sold, net +582,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 271 holders

LPL Financial LLC 0.10% Reduce -1.0% 3,593,920 $356.6M
Cwm, LLC 0.55% Reduce -4.4% 2,057,442 $204.1M
Bank of America Corp. 0.01% Reduce -5.7% 1,348,107 $133.8M
Ameriprise Financial Inc. 0.02% Add +0.0% 1,038,284 $103.0M
Miller Investment Management, LP 9.78% Reduce -14.9% 1,009,090 $100.1M
Wells Fargo & Company 0.01% Add +3.3% 639,059 $63.4M
Osaic Holdings, Inc. 0.09% Add +14.2% 609,454 $60.5M
Sargent Investment Group, LLC 6.94% Add +6.6% 557,760 $55.3M
Bell Bank 2.32% Add +8.8% 547,342 $54.3M
Commonwealth Equity Services, LLC 0.07% Add +29.1% 527,433 $52.3M
Pecaut & Co. 14.77% Add +6.7% 461,402 $45.8M
Raymond James Financial Inc. 0.01% Add +79.6% 442,414 $43.9M
UBS Group AG 0.01% Add +1.7% 435,532 $43.2M
Envestnet Asset Management Inc. 0.01% Add +4.0% 414,588 $41.1M
Ashton Thomas Private Wealth, LLC 0.94% Add +7.4% 389,925 $38.7M
Royal Bank of Canada 0.01% Reduce -28.1% 354,068 $35.1M
Morgan Stanley 0.00% Add +14.6% 325,251 $32.3M
One Day In July LLC 2.64% Reduce -1.7% 324,226 $32.2M
AQR Capital Management 0.02% Add +5.3% 323,831 $32.1M
Focus Partners Wealth 0.04% Add +1344.1% 312,640 $31.0M
Cetera Investment Advisers 0.03% Reduce -28.0% 303,720 $30.1M
SoundView Advisors Inc. 9.56% New 276,135 $27.4M
MML Investors Services, LLC 0.07% Add +18.7% 273,371 $27.1M
Truist Financial Corp. 0.04% Add +4.4% 271,019 $26.9M
Peak Asset Management, LLC 3.49% Reduce 0.0% 206,703 $20.5M
CWA Asset Management Group, LLC 0.71% Reduce -7.5% 197,101 $19.6M
AlphaCore Capital LLC 0.42% Add +161.3% 188,637 $18.7M
Running Point Capital Advisors, LLC 5.08% Reduce -14.1% 187,920 $18.6M
HighTower Advisors, LLC 0.02% Add +7.9% 177,266 $17.6M
Asset One Wealth Management LLC 2.18% — 160,528 $15.9M
Integrated Wealth Concepts LLC 0.19% Reduce -27.1% 159,465 $15.8M
Birchcreek Wealth Management, LLC 7.66% Add +17.4% 157,209 $15.6M
Rockefeller Capital Management L.P. 0.03% Add +14.0% 155,040 $15.4M
HighPoint Advisor Group LLC 0.34% New 153,759 $15.3M
DBK Financial Counsel, LLC 11.64% Add +36.0% 152,749 $15.2M
Horizon Family Wealth, Inc. 7.71% Add +17.5% 145,926 $14.5M
Promethium Advisors,llc 7.54% Add +51.2% 140,925 $14.0M
NDWM LLC 9.18% Reduce -2.4% 139,858 $13.9M
Equitable Holdings, Inc. 0.09% Add +18.6% 139,765 $13.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -5.5% 137,653 $13.7M
Pacific Sage Partners, LLC 2.11% Add +24.0% 134,156 $13.3M
MOKAN Wealth Management Inc. 5.72% Add +12.0% 129,891 $12.9M
Treasure Coast Financial Planning 6.78% Add +5.5% 128,639 $12.8M
Castlekeep Investment Advisors LLC 5.52% Add +2.0% 122,967 $12.2M
Delos Wealth Advisors, LLC 7.85% Reduce -0.3% 119,781 $11.9M
Partners Capital Investment Group, LLP 0.44% Reduce -26.5% 118,527 $11.8M
Cerity Partners LLC 0.02% Reduce -32.6% 112,048 $11.1M
Proficio Capital Partners LLC 0.76% Add +50.9% 108,585 $10.8M
Austin Wealth Management, LLC 1.55% Reduce -8.0% 105,788 $10.5M
Long Run Wealth Advisors, LLC 1.96% Reduce -11.3% 105,026 $10.4M
Kera Capital Partners, Inc. 1.21% Add +23.1% 98,306 $9.8M
Anson Capital, Inc. 7.08% Reduce -2.1% 98,119 $9.7M
NewEdge Advisors, LLC 0.03% Add +2.8% 92,425 $9.2M
Calton & Associates, Inc. 1.32% Add +9.7% 90,461 $9.0M
Entrewealth, LLC 3.89% Reduce -4.3% 86,880 $8.6M
Stifel Financial Corp. 0.01% Add +27.8% 85,463 $8.5M
Hibernia Wealth Partners, LLC 2.43% Add +104.0% 81,436 $8.1M
Valmark Advisers, Inc. 0.10% Add +2.1% 79,228 $7.9M
Farther Finance Advisors, LLC 0.08% Add +172.3% 77,715 $7.7M
Choate Investment Advisors 0.15% Reduce -13.0% 77,530 $7.7M
Procyon Advisors, LLC 0.38% Reduce -3.7% 77,287 $7.7M
O'ROURKE & COMPANY, Inc 2.98% Add +91.5% 77,135 $7.7M
Private Advisor Group, LLC 0.04% Reduce -43.8% 76,698 $7.6M
Fortis Group Advisors, LLC 1.11% Reduce -38.0% 66,451 $6.6M
JPMorgan Chase & Co. 0.00% Add +28.5% 65,269 $6.5M
Total Clarity Wealth Management, Inc. 1.55% Add +39.0% 64,529 $6.4M
Steward Partners Investment Advisory, LLC 0.03% Add +73.4% 63,272 $6.3M
Retirement Capital Strategies 2.32% Add +9.8% 63,105 $6.3M
Ameritas Advisory Services, LLC 0.23% Add +32.1% 62,559 $6.2M
Altiora Financial Group, LLC 1.06% Reduce -32.7% 62,165 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +40.6% 62,018 $6.2M
Stephens Inc. 0.08% Add +86.6% 61,860 $6.1M
Quadrant Capital Group LLC 0.18% Add +9.5% 59,893 $5.9M
Wedbush Securities Inc. 0.17% Add +75.7% 58,181 $5.8M
Advisory Services Network, LLC 0.08% Add +18.9% 56,025 $5.6M
Prosperity Consulting Group, LLC 0.25% Add +16.0% 55,139 $5.5M
Janney Montgomery Scott LLC 0.01% Reduce -0.5% 54,987 $5.5M
Kestra Advisory Services, LLC 0.02% Add +4.7% 54,820 $5.4M
Concurrent Investment Advisors, LLC 0.06% Add +2.1% 54,533 $5.4M
Independent Financial Group, LLC 0.12% Reduce -2.7% 53,381 $5.3M
Carr Financial Group Corp 1.34% Add +105.6% 50,828 $5.0M
Portland Global Advisors LLC 0.53% Add +26.1% 49,836 $4.9M
Tidal Investments LLC 0.02% Add +86.7% 47,116 $4.7M
Waldron Private Wealth LLC 0.18% Reduce -8.3% 45,719 $4.5M
Capstone Wealth Management Group LLC 2.73% Add +8.1% 45,451 $4.5M
Wealthcare Advisory Partners LLC 0.09% Reduce -15.1% 45,304 $4.5M
Stratos Wealth Partners, LTD. 0.05% Reduce -26.2% 45,148 $4.5M
HM Payson & Co. 0.06% Reduce -8.1% 43,983 $4.4M
Pine Valley Investments Ltd Liability Co 0.21% Add +36.5% 43,272 $4.3M
Carrera Capital Advisors 0.71% Reduce -9.5% 42,853 $4.3M
Baird Financial Group, Inc. 0.01% Add +0.4% 42,833 $4.2M
WealthTrust Asset Management, LLC 2.94% Add +73.1% 42,380 $4.2M
Beacon Capital Management, Inc. 0.22% Reduce -7.3% 41,895 $4.2M
Onyx Bridge Wealth Group LLC 0.44% Reduce -0.2% 41,804 $4.1M
Mercer Global Advisors Inc. 0.01% Reduce -10.9% 41,332 $4.1M
Stratos Wealth Advisors, LLC 0.19% Add +22.2% 38,803 $3.9M
Hershey Financial Advisers, LLC 2.90% Reduce -24.6% 34,564 $3.4M
OakTrust Wealth Advisors, LLC 3.11% — 33,986 $3.4M
Western Wealth Management, LLC 0.15% Add +48.9% 33,505 $3.3M
Dakota Wealth Management 0.06% Add +24.7% 32,100 $3.2M

"% 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 271 holders