SS Spdrb B 3-12M T-Bill ETFBILSETF

13F holders, Q1 2026 (March 31)
278holders +7
30new positions
22sold out
2famous investors
$99.44avg. 13F price*

At the end of Q1 2026, 278 institutions reported holding SS Spdrb B 3-12M T-Bill ETF (BILS) in their 13F filings, up 7 from Q4 2025. 30 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($366.3M), Cwm, LLC ($200.8M) and Ameriprise Financial Inc. ($141.3M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions30$77.8M
Exits22$12.1M

All 13F filers, Q4 2025 → Q1 2026: 3,721,791 shares bought and 1,571,063 shares sold, net +2,150,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 278 holders

LPL Financial LLC 0.10% Add +2.5% 3,683,603 $366.3M
Cwm, LLC 0.53% Reduce -1.9% 2,019,477 $200.8M
Ameriprise Financial Inc. 0.03% Add +36.9% 1,420,994 $141.3M
Bank of America Corp. 0.01% Reduce -1.3% 1,330,914 $132.3M
Miller Investment Management, LP 12.45% Add +24.9% 1,260,535 $125.3M
Wells Fargo & Company 0.01% Reduce -0.1% 638,662 $63.5M
Osaic Holdings, Inc. 0.09% Reduce -0.8% 604,754 $60.1M
Bell Bank 2.52% Add +9.3% 598,332 $59.5M
Sargent Investment Group, LLC 7.21% Reduce -1.3% 550,393 $54.7M
Morgan Stanley 0.00% Add +44.5% 469,941 $46.7M
Raymond James Financial Inc. 0.01% Add +0.9% 446,298 $44.4M
Envestnet Asset Management Inc. 0.01% Add +1.4% 420,602 $41.8M
UBS Group AG 0.01% Reduce -8.8% 397,444 $39.5M
Ashton Thomas Private Wealth, LLC 0.86% Reduce -6.3% 365,336 $36.3M
Marshall Financial Group, LLC 5.74% New 360,770 $35.9M
Commonwealth Equity Services, LLC 0.05% Reduce -32.9% 353,817 $35.2M
One Day In July LLC 2.61% Add +1.2% 328,210 $32.6M
NewEdge Advisors, LLC 0.11% Add +237.3% 311,758 $31.0M
Proficio Capital Partners LLC 1.54% Add +166.1% 288,942 $28.8M
Truist Financial Corp. 0.04% Add +5.0% 284,577 $28.3M
Cetera Investment Advisers 0.03% Reduce -11.7% 268,069 $26.7M
Kera Capital Partners, Inc. 3.24% Add +170.0% 265,419 $26.4M
MML Investors Services, LLC 0.07% Reduce -5.3% 258,991 $25.8M
SoundView Advisors Inc. 9.11% Reduce -6.8% 257,283 $25.6M
Pecaut & Co. 8.27% Reduce -44.5% 256,061 $25.5M
AQR Capital Management 0.01% Reduce -20.9% 256,004 $25.5M
Cerity Partners LLC 0.03% Add +116.2% 242,249 $24.1M
Asset One Wealth Management LLC 2.61% Add +48.0% 237,553 $23.6M
AlphaCore Capital LLC 0.51% Add +15.6% 218,075 $21.7M
Integrated Wealth Concepts LLC 0.17% Add +33.6% 213,098 $21.2M
Peak Asset Management, LLC 3.69% Add +1.7% 210,297 $20.9M
Royal Bank of Canada 0.00% Reduce -41.7% 206,357 $20.5M
HighTower Advisors, LLC 0.02% Add +10.6% 196,124 $19.5M
CWA Asset Management Group, LLC 0.65% Reduce -3.5% 190,156 $18.9M
Focus Partners Wealth 0.02% Reduce -40.9% 184,651 $18.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +31.4% 180,900 $18.0M
Horizon Family Wealth, Inc. 9.17% Add +19.6% 174,529 $17.4M
HighPoint Advisor Group LLC 0.72% Add +12.7% 173,308 $17.2M
DBK Financial Counsel, LLC 12.97% Add +12.8% 172,220 $17.1M
Birchcreek Wealth Management, LLC 7.64% Add +1.5% 159,566 $15.9M
Equitable Holdings, Inc. 0.10% Add +13.4% 158,499 $15.7M
Pacific Sage Partners, LLC 2.41% Add +14.6% 153,758 $15.3M
Steward Partners Investment Advisory, LLC 0.07% Add +132.0% 146,801 $14.6M
Promethium Advisors,llc 7.29% Add +0.4% 141,506 $14.1M
Treasure Coast Financial Planning 7.23% Add +9.8% 141,297 $14.1M
Goldman Sachs Group Inc. 0.00% Add +397.2% 140,166 $13.9M
MOKAN Wealth Management Inc. 5.96% Add +4.2% 135,356 $13.5M
Rockefeller Capital Management L.P. 0.02% Reduce -15.8% 130,494 $13.0M
Delos Wealth Advisors, LLC 7.19% Add +5.4% 126,275 $12.6M
Castlekeep Investment Advisors LLC 6.70% Add +1.0% 124,196 $12.4M
Partners Capital Investment Group, LLP 0.45% Add +0.6% 119,196 $11.9M
Mercer Global Advisors Inc. 0.02% Add +185.4% 117,974 $11.7M
WealthTrust Asset Management, LLC 6.84% Add +172.0% 115,288 $11.5M
LaSalle St. Investment Advisors, LLC 1.59% New 113,466 $11.3M
NDWM LLC 7.23% Reduce -19.9% 112,096 $11.1M
Anson Capital, Inc. 7.20% Add +7.8% 105,799 $10.5M
JPMorgan Chase & Co. 0.00% Add +49.1% 97,313 $9.7M
Independent Advisor Alliance 0.10% New 96,792 $9.6M
Total Clarity Wealth Management, Inc. 2.26% Add +49.9% 96,743 $9.6M
Tidal Investments LLC 0.03% Add +96.5% 92,558 $9.2M
Stifel Financial Corp. 0.01% Add +4.5% 89,273 $8.9M
O'ROURKE & COMPANY, Inc 3.48% Add +14.6% 88,389 $8.8M
Hibernia Wealth Partners, LLC 2.48% Add +3.8% 84,492 $8.4M
Calton & Associates, Inc. 1.19% Reduce -8.3% 82,942 $8.2M
Valmark Advisers, Inc. 0.10% Add +3.9% 82,333 $8.2M
Ameritas Advisory Services, LLC 0.31% Add +29.6% 81,105 $8.1M
Entrewealth, LLC 3.61% Reduce -6.8% 80,926 $8.0M
Farther Finance Advisors, LLC 0.07% Reduce -1.3% 76,729 $7.6M
Procyon Advisors, LLC 0.36% Reduce -4.3% 73,954 $7.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +18.2% 73,316 $7.3M
Quadrant Capital Group LLC 0.22% Add +21.7% 72,898 $7.2M
Retirement Capital Strategies 2.66% Add +12.1% 70,766 $7.0M
Choate Investment Advisors 0.13% Reduce -13.6% 67,021 $6.7M
Quantinno Capital Management LP 0.01% Add +1889.4% 65,630 $6.5M
New Wave Wealth Advisors LLC 2.28% Add +105.0% 65,590 $6.5M
Foundations Investment Advisors, LLC 0.08% Add +414.0% 63,212 $6.3M
Fortis Group Advisors, LLC 1.04% Reduce -5.0% 63,155 $6.3M
Concurrent Investment Advisors, LLC 0.07% Add +14.7% 62,570 $6.2M
Samara Investment Management, LLC 6.43% — 62,361 $6.2M
Private Advisor Group, LLC 0.03% Reduce -20.6% 60,859 $6.1M
Wedbush Securities Inc. 0.17% Add +1.2% 58,869 $5.9M
Altiora Financial Group, LLC 0.93% Reduce -8.7% 56,730 $5.6M
Janney Montgomery Scott LLC 0.01% Add +1.7% 55,934 $5.6M
Csenge Advisory Group 0.25% Add +109.8% 54,157 $5.4M
Tower Research Capital LLC (TRC) 0.14% New 53,656 $5.3M
Independent Financial Group, LLC 0.12% Reduce -3.1% 51,745 $5.1M
Advisory Services Network, LLC 0.07% Reduce -8.6% 51,223 $5.1M
Carr Financial Group Corp 1.34% Add +0.6% 51,145 $5.1M
Stratos Wealth Partners, LTD. 0.05% Add +5.3% 47,541 $4.7M
Capstone Wealth Management Group LLC 2.90% Add +4.3% 47,397 $4.7M
Waldron Private Wealth LLC 0.18% Add +3.4% 47,258 $4.7M
Prosperity Consulting Group, LLC 0.20% Reduce -18.9% 44,710 $4.4M
Wealthcare Advisory Partners LLC 0.09% Reduce -1.4% 44,677 $4.4M
Pine Valley Investments Ltd Liability Co 0.21% Add +2.6% 44,408 $4.4M
HM Payson & Co. 0.06% Add +0.3% 44,132 $4.4M
Carrera Capital Advisors 0.64% Reduce -1.9% 42,030 $4.2M
Kestra Advisory Services, LLC 0.02% Reduce -24.1% 41,624 $4.1M
Atria Investments, Inc 0.05% Add +54.7% 41,615 $4.1M
Portland Global Advisors LLC 0.43% Reduce -19.4% 40,147 $4.0M
Stephens Inc. 0.05% Reduce -35.4% 39,966 $4.0M

"% 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 278 holders