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

$99.26
+0.03 (+0.03%)
(As of 05/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
185
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$384.19M
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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
5/21/2024Atria Investments Inc36,225$3.60M0.0%-21.2%0.129%
5/20/2024Strategic Wealth Partners Ltd.80,315$7.99M0.9%-9.2%0.286%
5/17/2024 Comerica Bank1,147$114K0.0%-66.8%0.004%
5/16/2024 Jane Street Group LLC121,364$12.07M0.0%+1,560.2%0.432%
5/16/2024 Fairbanks Capital Management Inc.24,400$2.24M1.5%+399.0%0.087%
5/15/2024 Epoch Investment Partners Inc.175,905$17.49M0.1%-13.9%0.626%
5/14/2024 EP Wealth Advisors LLC63,644$6.33M0.1%-29.5%0.226%
5/14/2024 CreativeOne Wealth LLC4,450$442K0.0%N/A0.016%
5/14/2024 Lake Street Advisors Group LLC115,000$11.43M0.5%N/A0.409%
5/11/2024 Peak Asset Management LLC140,383$13.96M2.8%+5.5%0.500%
5/11/2024 Jacobi Capital Management LLC2,870$285K0.0%-75.5%0.010%
5/10/2024 Osaic Holdings Inc.779,210$77.47M0.2%+5.8%2.773%
5/10/2024 Kelman Lazarov Inc.135,558$13.48M2.6%-12.5%0.482%
5/10/2024 Horizon Family Wealth Inc.35,378$3.52M2.7%+211.9%0.126%
5/9/2024 Delos Wealth Advisors LLC131,727$13.10M14.7%+0.7%0.469%
5/9/2024 Private Portfolio Partners LLC31,130$3.10M0.6%-10.1%0.111%
5/9/2024 Orion Portfolio Solutions LLC24,170$2.40M0.0%-14.6%0.086%
5/9/2024 Fortis Capital Advisors LLC3,224$321K0.1%-81.9%0.011%
5/9/2024 Portland Global Advisors LLC111,134$11.05M1.5%+26.0%0.395%
5/9/2024 Eagle Bay Advisors LLC37,846$3.76M2.4%-19.8%0.135%
5/8/2024 Sheets Smith Wealth Management15,389$1.53M0.2%+18.5%0.055%
5/8/2024 Avantax Advisory Services Inc.18,130$1.80M0.0%+10.0%0.065%
5/7/2024 Anson Capital Inc.17,123$1.70M2.4%+70.8%0.061%
5/7/2024 Choate Investment Advisors162,819$16.19M0.4%+6.5%0.579%
5/7/2024 Concurrent Investment Advisors LLC12,678$1.26M0.1%+157.8%0.045%
5/7/2024 Pecaut & CO.245,198$24.38M9.1%+9.0%0.873%
5/7/2024 PFG Advisors4,460$443K0.0%-56.1%0.016%
5/3/2024 WealthTrust Asset Management LLC4,318$429K0.3%-82.8%0.015%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,284$824K0.1%N/A0.029%
5/3/2024 Proficio Capital Partners LLC309,087$30.31M3.3%-45.6%1.100%
5/3/2024 Meridian Management Co.10,062$1M0.3%+5.6%0.036%
5/2/2024 Smart Money Group LLC14,599$1.45M0.6%+16.5%0.052%
5/2/2024 Salomon & Ludwin LLC1,813$180K0.0%N/A0.006%
5/2/2024 Financial Counselors Inc.4,347$432K0.0%N/A0.015%
5/1/2024 Janney Montgomery Scott LLC34,595$3.44M0.0%-38.1%0.123%
5/1/2024 Auour Investments LLC48,728$4.85M1.8%+19.9%0.173%
5/1/2024 Blue Trust Inc.84,413$8.39M0.1%+87.7%0.300%
4/30/2024 Private Advisor Group LLC75,272$7.48M0.1%-10.3%0.268%
4/30/2024 Hartline Investment Corp3,210$319K0.1%N/A0.011%
4/30/2024 Fortis Group Advisors LLC274,262$27.27M5.0%-54.6%0.976%
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4/30/2024 Wooster Corthell Wealth Management Inc.10,635$1.06M0.2%+305.0%0.038%
4/29/2024Commonwealth Equity Services LLC264,614$26.31M0.0%+9.1%0.942%
4/29/2024 Onyx Bridge Wealth Group LLC33,321$3.31M0.6%+13.6%0.119%
4/27/2024 Treasure Coast Financial Planning108,024$10.74M7.0%+1.8%0.384%
4/26/2024 Clear Creek Financial Management LLC11,366$1.13M0.1%-7.1%0.040%
4/26/2024 Carr Financial Group Corp28,761$2.86M1.0%-20.9%0.102%
4/26/2024 MONECO Advisors LLC3,365$335K0.1%+53.4%0.012%
4/25/2024 One Day In July LLC48,650$4.84M0.6%+1,478.5%0.173%
4/25/2024 Long Run Wealth Advisors LLC15,500$1.54M0.4%N/A0.055%
4/25/2024 Cambridge Investment Research Advisors Inc.23,536$2.34M0.0%-13.8%0.084%
4/24/2024 Private Trust Co. NA6,340$630K0.1%-3.1%0.023%
4/24/2024 Trinity Legacy Partners LLC2,929$291K0.1%-93.4%0.010%
4/24/2024 Sightline Wealth Advisors LLC16,638$1.65M1.1%N/A0.059%
4/24/2024 Dakota Wealth Management79,827$7.94M0.2%-38.0%0.284%
4/23/2024 Sugarloaf Wealth Management LLC1,379$137K0.0%N/A0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.34,441$3.42M0.0%-63.0%0.123%
4/22/2024 Strategic Financial Concepts LLC2,057$205K0.0%N/A0.007%
4/22/2024 Legacy CG LLC91,628$9.11M3.3%-24.2%0.326%
4/22/2024 Parsons Capital Management Inc. RI15,175$1.51M0.1%+0.9%0.054%
4/22/2024 Raymond James & Associates131,923$13.12M0.0%-40.7%0.469%
4/22/2024Ashton Thomas Private Wealth LLC161,030$16.01M0.9%-9.6%0.573%
4/19/2024 Ndwm LLC183,452$18.24M16.6%-0.7%0.653%
4/19/2024 Altiora Financial Group LLC226,368$22.51M6.1%+11.9%0.806%
4/18/2024 Capital Advisors Ltd. LLC14,549$1.45M0.2%+8.1%0.052%
4/18/2024 Iams Wealth Management LLC159,942$15.90M9.7%+25.7%0.569%
4/18/2024 AlphaMark Advisors LLC260$26K0.0%N/A0.001%
4/18/2024 WJ Wealth Management LLC13,610$1.35M0.5%-41.5%0.048%
4/16/2024 MCF Advisors LLC14,332$1.43M0.1%-13.2%0.060%
4/16/2024 Courier Capital LLC32,824$3.26M0.2%-2.2%0.138%
4/16/2024 RiverTree Advisors LLC9,364$931K0.6%-30.9%0.039%
4/16/2024 Wealth Enhancement Advisory Services LLC22,257$2.21M0.0%+59.0%0.094%
4/15/2024 Wealthcare Advisory Partners LLC4,321$430K0.0%-27.1%0.018%
4/15/2024 DGS Capital Management LLC6,581$654K0.2%N/A0.028%
4/13/2024 Priebe Wealth Holdings LLC51,977$5.17M4.0%+18.5%0.219%
4/13/2024 Retirement Planning Group LLC2,020$201K0.0%N/A0.009%
4/12/2024 Worth Asset Management LLC3,088$307K0.2%-21.9%0.013%
4/12/2024 Global Assets Advisory LLC67,805$6.74M0.0%N/A0.285%
4/11/2024 Beacon Capital Management Inc.110,577$10.95M0.5%-8.6%0.466%
4/9/2024 Northwest Capital Management Inc6,956$692K0.2%-6.7%0.029%
4/5/2024 NBC Securities Inc.2,255$224K0.0%-66.7%0.009%
4/4/2024 Advance Capital Management Inc.13,677$1.36M0.1%-73.8%0.058%
4/2/2024 ST Germain D J Co. Inc.49,828$4.95M0.2%-2.5%0.210%
3/22/2024 PNC Financial Services Group Inc.2,941$292K0.0%N/A0.012%
3/13/2024 MONECO Advisors LLC2,194$217K0.0%-45.0%0.009%
3/4/2024 Fortis Group Advisors LLC604,176$60.18M14.8%N/A2.544%
2/28/2024 EP Wealth Advisors LLC90,278$8.95M0.1%-0.2%0.380%
2/26/2024 Centaurus Financial Inc.129,127$12.80M1.0%+47.9%0.544%
2/22/2024Napa Wealth Management191,649$19.00M10.3%N/A0.807%
2/21/2024Austin Wealth Management LLC93,792$9.31M2.5%+12.7%0.395%
2/16/2024 Studio Investment Management LLC28,910$2.87M0.7%-10.6%0.122%
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2/15/2024 Petredis Investment Advisors LLC170,604$16.91M2.2%-32.9%0.718%
2/14/2024 Kingfisher Capital LLC51,323$5.09M1.3%-2.0%0.216%
2/14/2024 Waverly Advisors LLC123,162$12.21M0.5%-0.5%0.519%
2/14/2024 True Wealth Design LLC7,297$723K0.2%-8.9%0.031%
2/14/2024 Jacobi Capital Management LLC11,708$1.16M0.1%-29.4%0.049%
2/14/2024 TMD Wealth Management LLC147,414$14.61M3.8%-13.0%0.621%
2/14/2024 Waterloo Capital L.P.8,091$802K0.1%+69.0%0.034%
2/13/2024 Epoch Investment Partners Inc.204,255$20.25M0.1%+50.3%0.860%
2/13/2024 Envestnet Asset Management Inc.602,241$59.69M0.0%+40.5%2.536%
2/13/2024 Stephens Inc. AR307,641$30.49M0.5%+8.2%1.295%
(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, 226 institutional investors and hedge funds held shares of SPDR Bloomberg 3-12 Month T-Bill ETF. The most heavily invested institutionals were CWM LLC ($172.17M), LPL Financial LLC ($129.10M), HM Payson & Co. ($97.80M), Osaic Holdings Inc. ($77.47M), AJ Wealth Strategies LLC ($67.85M), Partners Capital Investment Group LLP ($62.29M), and Envestnet Asset Management Inc. ($59.69M).Learn more on BILS's institutional investors.

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

Of the 216 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: CWM LLC ($1.74M), LPL Financial LLC ($1.30M), HM Payson & Co. ($983.57K), Osaic Holdings Inc. ($942.30K), AJ Wealth Strategies LLC ($682.19K), Proficio Capital Partners LLC ($654.15K), and Fortis Group Advisors LLC ($604.18K).

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

Institutional investors have bought a total of 19,589,304 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

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

Of the 96 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: Cerity Partners LLC ($691.34K), Advance Capital Management Inc. ($445.43K), Fortis Group Advisors LLC ($329.91K), Proficio Capital Partners LLC ($258.66K), Raymond James Financial Services Advisors Inc. ($166.46K), Choate Investment Advisors ($163.15K), and Woodard & Co. Asset Management Group Inc. ADV ($131.10K).

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

Institutional investors have sold a total of 4,024,791 shares in the last 24 months. This volume of shares sold represents approximately $399.67M in transactions.


This page (NYSEARCA:BILS) was last updated on 5/21/2024 by MarketBeat.com Staff

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