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SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) Institutional Ownership

SPDR Bloomberg 3-12 Month T-Bill ETF logo
$99.37 +0.04 (+0.04%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS)

Number of
Institutional Buyers
(last 12 months)
169
Total
Institutional Inflows
(last 12 months)
$842.40M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$471.44M
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BILS Institutional Buying and Selling by Quarter

SPDR Bloomberg 3-12 Month T-Bill ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC6,361$631K0.0%-3.5%0.023%
1/17/2025 Mutual Advisors LLC2,282$227K0.0%-55.8%0.008%
1/17/2025 Janney Montgomery Scott LLC80,985$8.03M0.0%+259.4%0.288%
1/17/2025 Dakota Wealth Management13,038$1.29M0.0%+24.1%0.046%
1/17/2025 Sheets Smith Wealth Management16,689$1.66M0.2%-11.2%0.059%
1/17/2025 MCF Advisors LLC14,154$1.40M0.1%-11.7%0.050%
1/16/2025 Priebe Wealth Holdings LLC20,860$2.07M1.4%+42.2%0.074%
1/16/2025 Wooster Corthell Wealth Management Inc.21,263$2.11M0.5%+5.1%0.076%
1/16/2025 Donor Advised Charitable Giving Inc.24,239$2.40M0.1%-4.5%0.086%
1/16/2025 RiverTree Advisors LLC8,541$847K0.6%+6.8%0.030%
1/15/2025 Ameritas Advisory Services LLC45,226$4.48M0.2%+26.4%0.161%
1/15/2025 Wealthcare Advisory Partners LLC43,232$4.29M0.1%+2.0%0.154%
1/14/2025 Armstrong Advisory Group Inc.167,345$16.59M1.3%+11.1%0.596%
1/13/2025 Courier Capital LLC28,170$2.79M0.2%-23.3%0.100%
1/13/2025 Eagle Bay Advisors LLC5,939$589K0.4%-86.1%0.021%
1/13/2025 DBK Financial Counsel LLC6,915$686K0.7%+8.5%0.025%
1/10/2025 Tilia Fiduciary Partners Inc.5,030$499K0.3%N/A0.018%
1/10/2025 Highline Wealth Partners LLC3,203$318K0.1%-16.7%0.011%
1/10/2025 ST Germain D J Co. Inc.47,717$4.73M0.2%-2.2%0.170%
1/6/2025 Advance Capital Management Inc.5,784$573K0.0%-33.9%0.021%
1/6/2025 CWA Asset Management Group LLC227,939$22.60M1.1%+1.3%0.811%
1/3/2025 GAMMA Investing LLC36,834$3.65M0.3%+59.8%0.131%
12/26/2024JPMorgan Chase & Co.2,755$274K0.0%N/A0.010%
12/10/2024DGS Capital Management LLC9,749$971K0.3%+11.1%0.035%
11/25/2024Sanctuary Advisors LLC9,013$896K0.0%-92.0%0.032%
11/25/2024Pine Valley Investments Ltd Liability Co16,957$1.69M0.1%-45.3%0.060%
11/18/2024Coldstream Capital Management Inc.620,884$61.83M1.3%+4.7%2.210%
11/15/2024MML Investors Services LLC76,321$7.60M0.0%+16.5%0.272%
11/15/2024Delos Wealth Advisors LLC125,559$12.50M10.9%+1.7%0.447%
11/15/2024Orion Portfolio Solutions LLC26,023$2.59M0.1%+3.1%0.093%
11/15/2024EP Wealth Advisors LLC61,836$6.16M0.1%+13.7%0.220%
11/15/2024Jane Street Group LLC21,359$2.13M0.0%-57.5%0.076%
11/15/2024Kovitz Investment Group Partners LLC201,609$20.08M0.1%N/A0.717%
11/15/2024Stifel Financial Corp17,954$1.79M0.0%+35.0%0.064%
11/15/2024Miller Investment Management LP1,190,566$118.56M12.3%+188.0%4.237%
11/15/2024IHT Wealth Management LLC4,650$463K0.0%-5.1%0.017%
11/15/2024Integrated Wealth Concepts LLC363,715$36.22M0.4%+167.1%1.294%
11/15/2024HighTower Advisors LLC83,966$8.34M0.0%+1,086.0%0.299%
11/14/2024Flow Traders U.S. LLC58,820$5.86M0.3%N/A0.209%
11/14/2024Kingfisher Capital LLC47,188$4.70M1.1%-7.4%0.168%
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11/14/2024Rockefeller Capital Management L.P.50,794$5.06M0.0%+8.7%0.181%
11/14/2024National Wealth Management Group LLC17,203$1.71M1.2%N/A0.061%
11/14/2024CreativeOne Wealth LLC4,524$450K0.0%N/A0.016%
11/13/2024Townsquare Capital LLC21,310$2.12M0.0%+7.7%0.076%
11/13/2024Private Trust Co. NA11,178$1.11M0.1%+76.3%0.040%
11/13/2024Prosperity Financial Group Inc.17,754$1.77M1.0%-8.7%0.063%
11/12/2024Pekin Hardy Strauss Inc.3,320$331K0.0%-30.0%0.012%
11/12/2024Centaurus Financial Inc.28,531$2.84M0.2%+13.8%0.102%
11/12/2024Cerity Partners LLC69,258$6.90M0.0%+6.2%0.246%
11/12/2024Alesco Advisors LLC13,799$1.37M0.0%-8.7%0.049%
11/12/2024Great Valley Advisor Group Inc.5,196$518K0.0%+26.0%0.018%
11/12/2024Studio Investment Management LLC45,559$4.54M1.0%+9.9%0.162%
11/12/2024Altiora Financial Group LLC104,255$10.38M2.3%-33.2%0.371%
11/12/2024Running Point Capital Advisors LLC66,389$6.61M2.6%+77.2%0.236%
11/9/2024LPL Financial LLC2,247,660$223.82M0.1%+14.4%7.999%
11/8/2024Stonebridge Financial Planning Group LLC6,800$677K0.3%-15.2%0.024%
11/8/2024 Avior Wealth Management LLC6,591$656K0.0%+8.4%0.023%
11/8/2024Prospera Financial Services Inc13,377$1.33M0.0%-43.7%0.048%
11/7/2024Vertex Planning Partners LLC3,128$311K0.1%-20.5%0.011%
11/7/2024Napa Wealth Management63,230$6.30M3.0%+31.1%0.225%
11/7/2024Tidemark LLC8,509$847K0.3%-2.0%0.030%
11/6/2024KPP Advisory Services LLC41,748$4.16M1.0%-42.9%0.149%
11/6/2024Insight 2811 Inc.7,835$780K0.4%-23.4%0.028%
11/6/2024Birchcreek Wealth Management LLC75,698$7.54M4.9%N/A0.269%
11/6/2024Vectors Research Management LLC33,295$3.32M1.0%-29.7%0.118%
11/6/2024Sargent Investment Group LLC548,036$54.57M9.8%+12.8%1.950%
11/6/2024Peak Asset Management LLC161,869$16.12M3.0%+10.1%0.576%
11/6/2024Bell Bank371,279$36.97M4.4%+2,691.6%1.321%
11/5/2024Carrera Capital Advisors66,029$6.58M1.6%-3.0%0.235%
11/5/2024Aptus Capital Advisors LLC630$63K0.0%+1,160.0%0.002%
11/5/2024Ashton Thomas Private Wealth LLC172,127$17.14M0.9%+4.6%0.613%
11/5/2024Meridian Management Co.6,853$682K0.2%-24.5%0.024%
11/5/2024Lynx Investment Advisory9,735$969K0.7%+1.2%0.035%
11/2/2024Transcendent Capital Group LLC5,720$570K0.3%-50.4%0.020%
11/1/2024Carr Financial Group Corp25,484$2.54M0.7%-3.4%0.091%
11/1/2024 Sheets Smith Wealth Management18,789$1.87M0.2%+7.7%0.067%
11/1/2024Proficio Capital Partners LLC539,448$53.72M5.3%+0.3%1.920%
11/1/2024Atria Investments Inc41,158$4.10M0.1%-4.2%0.146%
11/1/2024Acorn Financial Advisory Services Inc. ADV33,851$3.37M0.6%+108.5%0.120%
11/1/2024 CWA Asset Management Group LLC224,996$22.41M1.2%N/A0.801%
10/31/2024NavPoint Financial Inc.4,606$459K0.4%+23.6%0.016%
10/31/2024 Portside Wealth Group LLC3,948$393K0.1%-2.9%0.014%
10/31/2024Advisor Resource Council9,588$955K0.4%N/A0.034%
10/31/2024Concurrent Investment Advisors LLC19,212$1.91M0.1%+16.6%0.068%
10/30/2024Long Run Wealth Advisors LLC24,909$2.48M0.6%+60.7%0.089%
10/30/2024 Ameritas Advisory Services LLC35,775$3.56M0.2%-8.4%0.127%
10/30/2024Auour Investments LLC35,845$3.57M1.3%-19.8%0.128%
10/30/2024Moloney Securities Asset Management LLC3,668$365K0.0%+68.6%0.013%
10/30/2024Legacy CG LLC7,116$709K0.2%-60.2%0.025%
10/29/2024 Janney Montgomery Scott LLC22,536$2.24M0.0%-22.5%0.080%
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10/29/2024Clear Creek Financial Management LLC12,671$1.26M0.1%+15.8%0.045%
10/29/2024Farther Finance Advisors LLC1,321$132K0.0%+67.9%0.005%
10/28/2024Focus Financial Network Inc.2,708$270K0.0%-16.8%0.010%
10/28/2024Stephens Inc. AR315,660$31.43M0.4%+1.0%1.123%
10/28/2024O ROURKE & COMPANY Inc2,231$222K0.1%-24.4%0.008%
10/28/2024HM Payson & Co.57,263$5.70M0.1%-7.0%0.204%
10/28/2024Austin Wealth Management LLC96,316$9.56M2.1%-1.7%0.343%
10/25/2024Financial Advocates Investment Management118,131$11.76M0.6%+17.8%0.420%
10/25/2024SteelPeak Wealth LLC2,088$208K0.0%N/A0.007%
10/25/2024 Highline Wealth Partners LLC3,843$383K0.1%N/A0.014%
(Data available from 1/1/2016 forward)

BILS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BILS shares?

During the previous two years, 270 institutional investors and hedge funds held shares of SPDR Bloomberg 3-12 Month T-Bill ETF. The most heavily invested institutionals were LPL Financial LLC ($223.82M), CWM LLC ($167.11M), Miller Investment Management LP ($118.56M), Osaic Holdings Inc. ($77.47M), Renaissance Technologies LLC ($73.38M), AJ Wealth Strategies LLC ($67.85M), and Partners Capital Investment Group LLP ($62.29M).Learn more on BILS's institutional investors.

Which institutional investors have been buying SPDR Bloomberg 3-12 Month T-Bill ETF stock?

Of the 257 institutional investors that purchased SPDR Bloomberg 3-12 Month T-Bill ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.89M), CWM LLC ($1.79M), HM Payson & Co. ($983.57K), Osaic Holdings Inc. ($942.30K), Proficio Capital Partners LLC ($884.51K), Miller Investment Management LP ($777.22K), and AJ Wealth Strategies LLC ($682.19K).

How much institutional buying is happening at SPDR Bloomberg 3-12 Month T-Bill ETF?

Institutional investors have bought a total of 24,315,161 shares in the last 24 months. This purchase volume represents approximately $2.42B in transactions.

Which SPDR Bloomberg 3-12 Month T-Bill ETF major shareholders have been selling company stock?

Of the 144 institutional investors that sold SPDR Bloomberg 3-12 Month T-Bill ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HM Payson & Co. ($1.11M), Cerity Partners LLC ($691.34K), Advance Capital Management Inc. ($453.32K), Fortis Group Advisors LLC ($439.98K), Proficio Capital Partners LLC ($258.66K), Dakota Wealth Management ($191.03K), and Raymond James Financial Services Advisors Inc. ($166.46K).

How much institutional selling is happening at SPDR Bloomberg 3-12 Month T-Bill ETF?

Institutional investors have sold a total of 6,422,917 shares in the last 24 months. This volume of shares sold represents approximately $638.12M in transactions.



This page (NYSEARCA:BILS) was last updated on 1/21/2025 by MarketBeat.com Staff
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