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

SPDR Bloomberg 3-12 Month T-Bill ETF logo
$99.19 +0.02 (+0.02%)
As of 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)
226
Total
Institutional Inflows
(last 12 months)
$764.96M
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$437.49M
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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
5/5/2026Ridgeline Wealth Planning LLC6,152$612K0.4%+125.0%0.015%
5/5/2026Geneos Wealth Management Inc.12,667$1.26M0.0%-1.1%0.032%
5/5/2026Sanctuary Advisors LLC26,919$2.68M0.0%+19.5%0.067%
5/4/2026 Retirement Planning Group LLC16,002$1.59M0.0%-15.1%0.040%
5/4/2026 TFR Capital LLC.18,801$1.87M0.6%-3.6%0.047%
5/4/2026 Hibernia Wealth Partners LLC84,492$8.40M2.5%+3.8%0.211%
5/4/2026 Procyon Advisors LLC73,954$7.35M0.1%-4.3%0.184%
5/2/2026 Valmark Advisers Inc.82,333$8.19M0.1%+3.9%0.205%
5/1/2026 SoundView Advisors Inc.257,283$25.58M9.1%-6.8%0.642%
5/1/2026 Simplicity Wealth LLC19,544$1.94M0.1%+163.8%0.049%
4/30/2026 Beacon Financial Group15,024$1.49M0.1%+7.4%0.037%
4/30/2026 Kestra Advisory Services LLC41,624$4.14M0.0%-24.1%0.104%
4/30/2026 Money Concepts Capital Corp16,158$1.61M0.1%-7.7%0.040%
4/29/2026 Flatrock Wealth Partners LLC4,616$459K0.2%N/A0.012%
4/28/2026 DGS Capital Management LLC10,121$1.01M0.2%+1.4%0.025%
4/28/2026 Stephens Inc. AR39,966$3.97M0.0%-35.4%0.100%
4/27/2026 Baer Investment Advisory LLC18,988$1.89M0.2%N/A0.047%
4/27/2026 Private Advisor Group LLC60,859$6.05M0.0%-20.7%0.152%
4/27/2026 Elevation Point Wealth Partners LLC14,799$1.47M0.0%N/A0.037%
4/25/2026 Patten Group Inc.20,616$2.05M0.4%-3.7%0.051%
4/25/2026 KPP Advisory Services LLC5,469$544K0.1%-30.2%0.014%
4/24/2026 Horizon Wealth Management LLC2,165$215K0.0%N/A0.005%
4/24/2026 Essex Financial Services Inc.33,633$3.34M0.2%+10.1%0.083%
4/24/2026 Acorn Financial Advisory Services Inc. ADV15,942$1.59M0.2%-33.6%0.040%
4/23/2026 Traub Capital Management LLC24,516$2.44M2.4%+2.3%0.061%
4/23/2026 OakTrust Wealth Advisors LLC36,256$3.61M3.3%+6.7%0.090%
4/22/2026 Janney Montgomery Scott LLC55,934$5.56M0.0%+1.7%0.139%
4/22/2026 Onyx Bridge Wealth Group LLC30,380$3.02M0.3%-27.3%0.075%
4/21/2026 Laurel Oak Wealth Management LLC5,356$533K0.1%+3.3%0.013%
4/21/2026 Pacific Sage Partners LLC153,758$15.29M2.4%+14.6%0.378%
4/21/2026 Parkway Wealth Management Group LLC12,425$1.23M0.2%+15.2%0.031%
4/20/2026 Kestra Private Wealth Services LLC20,760$2.06M0.0%+2.9%0.051%
4/20/2026 Blue Trust Inc.16,871$1.68M0.0%-12.1%0.042%
4/20/2026 RFG Advisory LLC4,639$461K0.0%-4.8%0.011%
4/18/2026 Phil A. Younker & Associates Ltd.7,845$780K0.5%-16.1%0.019%
4/17/2026 Total Clarity Wealth Management Inc.96,743$9.62M2.3%+49.9%0.237%
4/17/2026 Values First Advisors Inc.16,868$1.68M0.9%+7.2%0.041%
4/17/2026 Capital Advisors Ltd. LLC18,548$1.84M0.2%-2.8%0.045%
4/16/2026 Sheets Smith Wealth Management16,814$1.67M0.2%-19.3%0.041%
3/17/2026Cornerstone Planning LLC3,289$322K0.1%N/A0.008%
3/17/2026Rockefeller Capital Management L.P.155,040$15.38M0.0%+14.0%0.398%
2/27/2026 OakTrust Wealth Advisors LLC33,986$3.37M3.1%N/A0.087%
2/24/2026 DGS Capital Management LLC9,982$990K0.2%+2.9%0.026%
2/24/2026Barnes Wealth Management Group Inc11,776$1.17M0.6%-4.0%0.030%
2/23/2026Kera Capital Partners Inc.98,306$9.78M1.2%+23.1%0.252%
2/18/2026Mercer Global Advisors Inc. ADV41,332$4.10M0.0%-10.9%0.106%
2/18/2026Caitlin John LLC30,395$3.02M2.0%-36.0%0.078%
2/18/2026EP Wealth Advisors LLC26,850$2.66M0.0%N/A0.069%
2/18/2026CacheTech Inc.3,437$341K0.1%-33.2%0.009%
2/18/2026NewEdge Advisors LLC92,425$9.17M0.0%+2.8%0.237%
2/18/2026Hershey Financial Advisers LLC34,564$3.43M2.9%-24.6%0.089%
2/18/2026Stokes Family Office LLC3,850$382K0.0%-33.0%0.010%
2/18/2026Vertex Planning Partners LLC8,947$888K0.2%+2.2%0.023%
2/18/2026IHT Wealth Management LLC2,700$268K0.0%-15.6%0.007%
2/18/2026 Claro Advisors Inc.2,864$284K0.0%N/A0.007%
2/18/2026Asset One Wealth Management LLC160,528$15.92M2.2%N/A0.412%
2/18/2026Align Financial LLC6,549$655K0.0%N/A0.017%
2/17/2026AQR Capital Management LLC323,831$32.13M0.0%+5.3%0.830%
2/17/2026Cetera Investment Advisers303,720$30.14M0.0%-28.0%0.779%
2/17/2026Hilltop Holdings Inc.3,875$384K0.0%N/A0.010%
2/17/2026Equitable Holdings Inc.139,765$13.87M0.1%+18.7%0.358%
2/17/2026Kovack Advisors Inc.6,865$681K0.0%N/A0.018%
2/17/2026Osaic Holdings Inc.609,454$60.47M0.1%+14.2%1.563%
2/17/2026Advisory Services Network LLC56,025$5.56M0.1%+18.9%0.144%
2/17/2026Running Point Capital Advisors LLC187,920$18.65M5.1%-14.1%0.482%
2/17/2026 Private Advisor Group LLC76,698$7.61M0.0%-43.8%0.197%
2/17/2026&PARTNERS11,188$1.11M0.0%-5.7%0.029%
2/17/2026Royal Bank of Canada354,068$35.13M0.0%-28.1%0.908%
2/16/2026Tableaux LLC18,723$1.86M0.3%N/A0.048%
2/16/2026Retirement Capital Strategies63,105$6.26M2.3%+9.8%0.162%
2/16/2026Sargent Investment Group LLC557,760$55.34M6.9%+6.6%1.430%
2/16/2026 MML Investors Services LLC273,371$27.12M0.1%+18.7%0.701%
2/16/2026Mariner LLC12,890$1.28M0.0%-4.0%0.033%
2/16/2026Focus Partners Wealth312,640$31.02M0.0%+1,344.1%0.802%
2/13/2026 Kestra Advisory Services LLC54,820$5.44M0.0%+4.7%0.141%
2/13/2026Stifel Financial Corp85,463$8.48M0.0%+27.8%0.219%
2/13/2026Ausdal Financial Partners Inc.21,601$2.14M0.1%-17.1%0.055%
2/13/2026Ieq Capital LLC31,908$3.17M0.0%+27.0%0.082%
2/13/2026Wells Fargo & Company MN639,059$63.41M0.0%+3.3%1.639%
2/13/2026Summit Financial LLC2,560$254K0.0%-18.5%0.007%
2/13/2026Quadrant Capital Group LLC59,893$5.94M0.2%+9.5%0.154%
2/12/2026 Laurel Oak Wealth Management LLC5,185$514K0.1%N/A0.013%
2/12/2026HRT Financial LP7,192$713K0.0%N/A0.018%
2/12/2026Orion Porfolio Solutions LLC14,834$1.47M0.0%-34.7%0.038%
2/12/2026XXI Wealth LLC8,253$819K0.5%N/A0.021%
2/12/2026 Beacon Capital Management Inc.41,895$4.16M0.2%-7.3%0.107%
2/12/2026 Commonwealth Equity Services LLC527,433$52.33M0.1%+29.1%1.352%
2/12/2026 Promethium Advisors LLC140,925$13.98M7.5%+51.2%0.361%
2/12/2026 Sykon Capital LLC12,938$1.28M0.4%+30.1%0.033%
2/12/2026Marex Group plc6,264$622K0.0%N/A0.016%
2/12/2026Steward Partners Investment Advisory LLC63,272$6.28M0.0%+73.4%0.162%
2/12/2026 HM Payson & Co.43,983$4.36M0.1%-8.1%0.113%
2/12/2026 Hibernia Wealth Partners LLC81,436$8.08M2.4%+104.0%0.209%
2/12/2026Altiora Financial Group LLC62,165$6.17M1.1%-32.7%0.159%
2/12/2026Great Valley Advisor Group Inc.9,249$917K0.0%+3.8%0.024%
2/12/2026First Financial Bankshares Inc3,000$298K0.0%N/A0.008%
2/11/2026Premier Private Wealth Management LLC9,851$977K1.0%N/A0.025%
2/11/2026Miller Investment Management LP1,009,090$100.12M9.8%-14.9%2.587%
2/11/2026 Janney Montgomery Scott LLC54,987$5.46M0.0%-0.5%0.141%
2/11/2026Cerity Partners LLC112,048$11.12M0.0%-32.6%0.287%


BILS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BILS shares?

During the previous two years, 358 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 ($356.59M), CWM LLC ($204.14M), Bank of America Corp DE ($142.24M), Ameriprise Financial Inc. ($103.56M), Miller Investment Management LP ($100.12M), Renaissance Technologies LLC ($80.70M), and Wells Fargo & Company MN ($63.41M).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 311 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 ($21.68M), Castlekeep Investment Advisors LLC ($16.44M), GAMMA Investing LLC ($4.34M), LPL Financial LLC ($1.22M), Miller Investment Management LP ($861.20K), CWM LLC ($690.66K), and Bell Bank ($657.57K).

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

Institutional investors have bought a total of 7,695,401 shares in the last 24 months. This purchase volume represents approximately $764.96M in transactions.

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

Of the 186 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: CWM LLC ($245.58K), Ashton Thomas Private Wealth LLC ($195.73K), Integrated Wealth Concepts LLC ($190.81K), Miller Investment Management LP ($177.29K), Armstrong Advisory Group Inc. ($166.97K), Osaic Holdings Inc. ($141.78K), and Royal Bank of Canada ($138.32K).

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

Institutional investors have sold a total of 4,400,806 shares in the last 24 months. This volume of shares sold represents approximately $437.49M in transactions.



This page (NYSEARCA:BILS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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