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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 -0.29 (-0.29%)
As of 12:34 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)
200
Total
Institutional Inflows
(last 12 months)
$612.07M
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$332.35M
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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
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,658$364K0.0%-30.0%0.009%
7/10/2026 Wealthcare Advisory Partners LLC45,054$4.48M0.1%+0.8%0.116%
7/7/2026 Dynamic Advisor Solutions LLC5,593$556K0.0%-10.8%0.014%
7/7/2026 GK Wealth Management LLC7,763$772K0.4%N/A0.020%
7/7/2026 GAMMA Investing LLC3,114$309K0.0%+116.0%0.008%
7/7/2026 Avior Wealth Management LLC3,816$379K0.0%-14.4%0.010%
6/8/2026 Pine Valley Investments Ltd Liability Co44,408$4.42M0.2%+2.6%0.111%
6/3/2026 DBK Financial Counsel LLC172,220$17.13M13.0%+12.7%0.429%
6/3/2026Parallel Advisors LLC11,912$1.19M0.0%-3.5%0.030%
6/3/2026NewEdge Advisors LLC311,758$31.00M0.1%+237.3%0.777%
5/19/2026Western Wealth Management LLC36,069$3.59M0.1%+7.7%0.090%
5/19/2026NewEdge Advisors LLC220,442$21.92M0.4%+138.5%0.550%
5/19/2026Bank of America Corp DE1,330,914$132.35M0.0%-1.3%3.319%
5/19/2026Centaurus Financial Inc.9,791$974K0.0%-49.5%0.024%
5/19/2026Arkadios Wealth Advisors3,389$337K0.0%N/A0.008%
5/18/2026 EverSource Wealth Advisors LLC14,826$1.47M0.0%-16.4%0.037%
5/18/2026Royal Bank of Canada206,357$20.52M0.0%-41.7%0.515%
5/16/2026Quantinno Capital Management LP65,630$6.53M0.0%+1,889.4%0.164%
5/14/2026Gibbs Wealth Management5,203$517K0.1%+5.6%0.013%
5/13/2026Cetera Investment Advisers268,069$26.66M0.0%-11.7%0.669%
5/13/2026Alesco Advisors LLC An ESL Co5,507$548K0.0%-30.8%0.014%
5/12/2026CacheTech Inc.2,243$223K0.0%-34.7%0.006%
5/7/2026Parallel Advisors LLC11,912$1.19M0.0%-3.5%0.030%
5/7/2026 WealthTrust Asset Management LLC115,288$11.46M6.8%+172.0%0.288%
5/7/2026Hershey Financial Advisers LLC24,557$2.44M2.1%-29.0%0.061%
5/6/2026Kera Capital Partners Inc.265,419$26.39M3.2%+170.0%0.662%
5/6/2026One Day In July LLC328,210$32.64M2.6%+1.2%0.818%
5/6/2026 Independent Financial Group LLC36,454$3.63M0.1%N/A0.091%
5/6/2026Prosperity Consulting Group LLC44,710$4.45M0.2%-18.9%0.111%
5/5/2026 Ridgeline 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%
5/4/2026Retirement Planning Group LLC16,002$1.59M0.0%-15.1%0.040%
5/4/2026TFR 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%
5/2/2026Valmark Advisers Inc.82,333$8.19M0.1%+3.9%0.205%
5/1/2026SoundView Advisors Inc.257,283$25.58M9.1%-6.8%0.642%
5/1/2026Simplicity Wealth LLC19,544$1.94M0.1%+163.8%0.049%
4/30/2026 Beacon Financial Group15,024$1.49M0.1%+7.4%0.037%
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4/30/2026 Kestra Advisory Services LLC41,624$4.14M0.0%-24.1%0.104%
4/30/2026Money Concepts Capital Corp16,158$1.61M0.1%-7.7%0.040%
4/29/2026Flatrock Wealth Partners LLC4,616$459K0.2%N/A0.012%
4/28/2026DGS 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%
4/27/2026Baer 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%
4/27/2026Elevation Point Wealth Partners LLC14,799$1.47M0.0%N/A0.037%
4/25/2026Patten 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%
4/24/2026Horizon Wealth Management LLC2,165$215K0.0%N/A0.005%
4/24/2026Essex 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%
4/23/2026OakTrust Wealth Advisors LLC36,256$3.61M3.3%+6.7%0.090%
4/22/2026Janney 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%
4/21/2026Pacific 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%
4/18/2026Phil 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%
3/17/2026 Cornerstone Planning LLC3,289$322K0.1%N/A0.008%
3/17/2026Rockefeller Capital Management L.P.155,040$15.38M0.0%+14.0%0.398%
2/27/2026OakTrust Wealth Advisors LLC33,986$3.37M3.1%N/A0.087%
2/24/2026DGS Capital Management LLC9,982$990K0.2%+2.9%0.026%
2/24/2026 Barnes 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%
2/18/2026 Align 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%
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2/17/2026 Kovack 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%


BILS Institutional Ownership - Frequently Asked Questions

During the previous two years, 348 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 ($132.35M), 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.

Of the 305 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 ($21.45M), 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).

Institutional investors have bought a total of 6,158,673 shares in the last 24 months. This purchase volume represents approximately $612.07M in transactions.

Of the 160 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: Royal Bank of Canada ($286.03K), Miller Investment Management LP ($177.29K), Cetera Investment Advisers ($153.94K), Osaic Holdings Inc. ($141.78K), Partners Capital Investment Group LLP ($133.74K), Convergence Financial LLC ($96.12K), and Ameriprise Financial Inc. ($95.39K).

Institutional investors have sold a total of 3,343,560 shares in the last 24 months. This volume of shares sold represents approximately $332.35M in transactions.



This page (NYSEARCA:BILS) was last updated on 8/3/2026 by MarketBeat.com Staff.
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