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

SPDR Bloomberg 3-12 Month T-Bill ETF logo
$99.15 +0.03 (+0.03%)
As of 07/3/2025 05:00 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)
225
Total
Institutional Inflows
(last 12 months)
$5.29B
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$402.75M
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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
7/1/2025 Harbor Investment Advisory LLC352$35K0.0%+590.2%0.001%
7/1/2025 Kera Capital Partners Inc.76,339$7.59M1.5%N/A0.195%
6/16/2025Lynx Investment Advisory9,266$922K0.6%-7.2%0.023%
6/2/2025Modern Wealth Management LLC5,071$504K0.0%+47.5%0.013%
5/28/2025GK Wealth Management LLC11,015$1.10M1.3%-4.1%0.028%
5/21/2025Beacon Capital Management Inc.79,278$7.87M0.4%-19.8%0.198%
5/21/2025Geneos Wealth Management Inc.10,867$1.08M0.0%+46.2%0.027%
5/20/2025Belpointe Asset Management LLC10,468$1.04M0.1%N/A0.026%
5/20/2025Focus Partners Wealth17,595$1.75M0.0%-2.2%0.044%
5/19/2025Jane Street Group LLC39,111$3.89M0.0%N/A0.098%
5/16/2025Ashton Thomas Private Wealth LLC493,133$49.06M1.9%+27.3%1.231%
5/16/2025Goldman Sachs Group Inc.20,589$2.05M0.0%-44.9%0.053%
5/16/2025NewEdge Advisors LLC135,975$13.53M0.1%+21.5%0.340%
5/16/2025Integrated Wealth Concepts LLC173,279$17.24M0.2%-52.4%0.433%
5/16/2025AQR Capital Management LLC132,608$13.19M0.0%+829.3%0.331%
5/15/2025Promethium Advisors LLC47,454$4.72M3.0%+49.1%0.118%
5/15/2025EP Wealth Advisors LLC57,295$5.70M0.0%-5.9%0.143%
5/15/2025Royal Bank of Canada392,615$39.06M0.0%+30.2%0.980%
5/15/2025Calton & Associates Inc.34,575$3.44M0.8%N/A0.086%
5/15/2025Baird Financial Group Inc.40,993$4.08M0.0%-13.5%0.105%
5/15/2025OLD Mission Capital LLC47,649$4.74M0.1%N/A0.122%
5/14/2025Ieq Capital LLC25,122$2.50M0.0%N/A0.064%
5/14/2025Entrewealth LLC94,132$9.37M7.2%+25.3%0.241%
5/14/2025Luminist Capital LLC1,659$165K0.2%N/A0.004%
5/14/2025Freedom Investment Management Inc.2,351$234K0.0%-13.6%0.006%
5/14/2025Napa Wealth Management3,625$361K0.2%-87.2%0.009%
5/14/2025Caitlin John LLC38,305$3.81M3.7%+94.8%0.098%
5/14/2025Northwestern Mutual Wealth Management Co.108,411$10.79M0.0%+36.6%0.278%
5/14/2025Kestra Advisory Services LLC39,751$3.96M0.0%+25.7%0.102%
5/14/2025Compound Planning Inc.2,267$226K0.0%N/A0.006%
5/14/2025Barnes Wealth Management Group Inc12,819$1.28M0.8%-13.0%0.033%
5/14/2025Ameriprise Financial Inc.857,137$85.22M0.0%+53.2%2.195%
5/14/2025Flow Traders U.S. LLC19,823$1.97M0.1%N/A0.051%
5/14/2025Partners Capital Investment Group LLP590,499$58.75M1.0%+16.1%1.512%
5/14/2025Vertex Planning Partners LLC2,311$230K0.1%-10.2%0.006%
5/13/2025Raymond James Financial Inc.168,697$16.78M0.0%+17.6%0.432%
5/13/2025Cresset Asset Management LLC4,432$441K0.0%-20.8%0.011%
5/13/2025EverSource Wealth Advisors LLC20,799$2.07M0.1%N/A0.053%
5/13/2025Kovitz Investment Group Partners LLC152,165$15.14M0.1%-18.8%0.390%
5/13/2025Financial Network Wealth Advisors LLC523$52K0.1%+49.9%0.001%
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5/13/2025HighTower Advisors LLC84,678$8.43M0.0%+3.5%0.217%
5/13/2025Delos Wealth Advisors LLC117,019$11.64M9.2%-3.5%0.300%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,860$1.47M0.1%+8.4%0.038%
5/12/2025Meridian Wealth Management LLC2,371$236K0.0%+4.8%0.006%
5/12/2025Townsquare Capital LLC32,805$3.26M0.0%-1.9%0.084%
5/12/2025AlphaCore Capital LLC64,701$6.44M0.5%N/A0.166%
5/12/2025WBH Advisory Inc.3,828$381K0.0%-32.9%0.010%
5/12/2025Alesco Advisors LLC10,086$1.00M0.0%-28.5%0.026%
5/9/2025Tidemark LLC7,470$743K0.3%-11.0%0.019%
5/9/2025SoundView Advisors Inc.268,025$26.67M11.0%+4.2%0.686%
5/9/2025Atria Wealth Solutions Inc.11,665$1.16M0.0%+39.0%0.030%
5/9/2025Horizon Family Wealth Inc.116,686$11.61M7.7%+26.2%0.299%
5/9/2025Cary Street Partners Financial LLC2,500$249K0.0%N/A0.006%
5/9/2025Commonwealth Equity Services LLC451,717$44.94M0.1%+8.0%1.157%
5/8/2025Altiora Financial Group LLC106,036$10.55M2.2%+7.9%0.272%
5/8/2025Jefferies Financial Group Inc.7,770$773K0.0%-13.9%0.020%
5/8/2025MGO One Seven LLC22,003$2.19M0.1%+78.9%0.056%
5/8/2025Wooster Corthell Wealth Management Inc.35,597$3.54M0.7%+67.4%0.091%
5/7/2025Miller Investment Management LP1,107,724$110.21M12.2%+0.5%2.837%
5/7/2025Woodard & Co. Asset Management Group Inc. ADV5,182$516K0.1%-82.6%0.013%
5/7/2025Portland Global Advisors LLC55,382$5.51M0.7%-12.8%0.142%
5/7/2025Carrera Capital Advisors40,806$4.06M0.9%-36.3%0.104%
5/7/2025Nemes Rush Group LLC5,914$588K0.1%+13.8%0.015%
5/7/2025LPL Financial LLC2,870,518$285.59M0.1%+11.6%7.351%
5/7/2025Peak Asset Management LLC196,402$19.54M3.7%+2.2%0.503%
5/7/2025Anson Capital Inc.88,300$8.79M7.6%-0.4%0.226%
5/6/2025Cetera Investment Advisers427,265$42.51M0.1%+20.7%1.094%
5/6/2025Avantax Advisory Services Inc.13,508$1.34M0.0%+0.9%0.035%
5/6/2025Principle Wealth Partners LLC3,122$311K0.0%N/A0.008%
5/6/2025Birchcreek Wealth Management LLC119,508$11.89M7.5%+5.5%0.306%
5/6/2025Journey Strategic Wealth LLC2,220$221K0.0%-53.0%0.006%
5/6/2025Proficio Capital Partners LLC609,492$60.49M4.7%-4.9%1.561%
5/6/2025MCF Advisors LLC14,810$1.47M0.1%+4.6%0.038%
5/5/2025Treasure Coast Financial Planning117,993$11.74M7.3%+5.4%0.302%
5/5/2025Sargent Investment Group LLC580,919$57.80M9.2%+5.3%1.488%
5/5/2025Eagle Bay Advisors LLC2,060$205K0.2%-65.3%0.005%
5/5/2025IFP Advisors Inc18,209$1.81M0.1%-40.5%0.047%
5/5/2025Calton & Associates Inc.10,395$1.03M0.1%N/A0.027%
5/5/2025Kestra Private Wealth Services LLC15,283$1.52M0.0%+15.1%0.039%
5/5/2025Private Advisor Group LLC103,773$10.32M0.1%+52.9%0.266%
5/5/2025Gradient Capital Advisors LLC14,604$1.45M0.5%-18.6%0.037%
5/2/2025Pecaut & CO.376,233$37.43M12.7%+2.6%0.963%
5/2/2025Acas LLC18,651$1.85M1.4%-4.1%0.048%
5/2/2025Fortis Group Advisors LLC90,748$9.03M1.8%-21.5%0.232%
5/2/2025Opulen Financial Group LLC6,490$646K0.6%-2.0%0.017%
5/2/2025SeaBridge Investment Advisors LLC23,011$2.29M0.5%N/A0.059%
5/2/2025Ndwm LLC167,836$16.70M16.3%+1.7%0.430%
5/2/2025Castlekeep Investment Advisors LLC137,815$13.71M7.0%-16.0%0.353%
5/2/2025Dakota Wealth Management13,555$1.35M0.0%+4.0%0.035%
5/2/2025Sigma Planning Corp4,605$458K0.0%N/A0.012%
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5/2/2025Transcendent Capital Group LLC41,590$4.14M2.3%+627.1%0.107%
5/1/2025CWM LLC2,027,560$201.72M0.8%+21.6%5.192%
5/1/2025TFR Capital LLC.25,416$2.53M1.1%-8.9%0.065%
5/1/2025Stephens Inc. AR61,258$6.10M0.1%-45.2%0.157%
5/1/2025Auour Investments LLC36,023$3.58M1.3%-4.0%0.092%
5/1/2025WealthTrust Asset Management LLC112,950$11.24M8.3%+324.5%0.289%
5/1/2025Austin Wealth Management LLC120,571$11.99M2.4%-0.9%0.309%
4/30/2025Cerity Partners LLC64,697$6.44M0.0%+9.1%0.166%
4/30/2025Astra Wealth Partners LLC3,348$333K0.3%-58.6%0.009%
4/30/2025Moloney Securities Asset Management LLC4,035$401K0.1%+4.7%0.010%
(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, 336 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 ($285.59M), CWM LLC ($201.72M), Bank of America Corp DE ($146.07M), Miller Investment Management LP ($110.21M), Ameriprise Financial Inc. ($85.22M), Renaissance Technologies LLC ($80.70M), and Osaic Holdings Inc. ($77.47M).Learn more on SPDR Bloomberg 3-12 Month T-Bill ETF's institutional investors.

Which institutional investors have been buying SPDR Bloomberg 3-12 Month T-Bill ETF's stock?

Of the 306 institutional investors that purchased SPDR Bloomberg 3-12 Month T-Bill ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($22.34M), Castlekeep Investment Advisors LLC ($16.43M), GAMMA Investing LLC ($4.34M), LPL Financial LLC ($1.32M), CWM LLC ($1.11M), HM Payson & Co. ($983.57K), and Osaic Holdings Inc. ($942.30K).

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

Institutional investors have bought a total of 53,261,364 shares in the last 24 months. This purchase volume represents approximately $5.29B in transactions.

Which of SPDR Bloomberg 3-12 Month T-Bill ETF's major shareholders have been selling company stock?

Of the 145 institutional investors that sold SPDR Bloomberg 3-12 Month T-Bill ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Coldstream Capital Management Inc. ($581.11K), Partners Capital Investment Group LLP ($293.61K), Stephens Inc. AR ($254.40K), Integrated Wealth Concepts LLC ($190.81K), Fortis Group Advisors LLC ($183.51K), Stratos Wealth Partners LTD. ($123.81K), and Sanctuary Advisors LLC ($104.43K).

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

Institutional investors have sold a total of 4,055,621 shares in the last 24 months. This volume of shares sold represents approximately $402.75M in transactions.



This page (NYSEARCA:BILS) was last updated on 7/5/2025 by MarketBeat.com Staff
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