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

$99.40

+0.04 (+0.04%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 180
Total Institutional Inflows (last 12 months): $1.22B

Number of Institutional Sellers (last 12 months): 102
Total Institutional Outflows (last 12 months): $514.83M

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BILS Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	NavPoint Financial Inc.	3,727	$370K	0.3%	-15.4%	0.013%
7/26/2024	Eagle Bay Advisors LLC	45,205	$4.49M	2.7%	+19.4%	0.161%
7/26/2024	Proficio Capital Partners LLC	537,741	$53.44M	5.6%	+74.0%	1.914%
7/25/2024	Capital Advisors Ltd. LLC	16,721	$1.66M	0.2%	+14.9%	0.060%
7/25/2024	Clear Creek Financial Management LLC	10,945	$1.09M	0.1%	-3.7%	0.039%
7/25/2024	Wooster Corthell Wealth Management Inc.	15,296	$1.52M	0.3%	+43.8%	0.054%
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7/24/2024	Transcendent Capital Group LLC	11,524	$1.15M	0.7%	+12,291.4%	0.041%
7/24/2024	Premier Path Wealth Partners LLC	2,260	$225K	0.0%	N/A	0.008%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	4,846	$482K	0.1%	+51.0%	0.017%
7/23/2024	GYL Financial Synergies LLC	33,991	$3.38M	0.3%	-12.2%	0.121%
7/23/2024	Courier Capital LLC	2,984	$297K	0.0%	-90.9%	0.011%
7/22/2024	Atria Wealth Solutions Inc.	21,573	$2.14M	0.0%	+67.8%	0.077%
7/22/2024	Legacy CG LLC	17,873	$1.78M	0.6%	-80.5%	0.064%
7/22/2024	Onyx Bridge Wealth Group LLC	33,737	$3.35M	0.6%	+1.2%	0.120%
7/22/2024	Focus Financial Network Inc.	3,255	$323K	0.0%	-4.2%	0.012%
7/22/2024	Dakota Wealth Management	12,417	$1.23M	0.0%	-84.4%	0.044%
7/20/2024	Auour Investments LLC	44,701	$4.44M	1.7%	-8.3%	0.159%
7/20/2024	Parsons Capital Management Inc. RI	17,020	$1.69M	0.1%	+12.2%	0.061%
7/19/2024	Western Wealth Management LLC	9,411	$935K	0.1%	+5.7%	0.033%
7/19/2024	Raymond James & Associates	85,526	$8.50M	0.0%	-35.2%	0.304%
7/19/2024	Values First Advisors Inc.	9,341	$928K	0.6%	+4.2%	0.033%
7/19/2024	World Equity Group Inc.	15,418	$1.53M	0.5%	+31.0%	0.055%
7/18/2024	Blue Trust Inc.	88,060	$8.76M	0.1%	+4.3%	0.313%
7/18/2024	Portside Wealth Group LLC	4,064	$404K	0.1%	+24.7%	0.014%
7/18/2024	O ROURKE & COMPANY Inc	2,953	$293K	0.2%	-8.9%	0.011%
7/17/2024	Epic Trust Investment Advisors LLC	4,184	$416K	0.5%	N/A	0.015%
7/17/2024	Priebe Wealth Holdings LLC	11,188	$1.11M	0.9%	-78.5%	0.040%
7/16/2024	Great Valley Advisor Group Inc.	4,125	$410K	0.0%	+56.3%	0.015%
7/16/2024	Wealth Enhancement Advisory Services LLC	27,333	$2.72M	0.0%	+22.8%	0.097%
7/15/2024	Dynamic Advisor Solutions LLC	3,696	$367K	0.0%	+5.6%	0.013%
7/12/2024	Carr Financial Group Corp	26,374	$2.62M	0.8%	-8.3%	0.094%
7/12/2024	Atlas Private Wealth Advisors	2,274	$226K	0.0%	-13.9%	0.008%
7/12/2024	Opal Wealth Advisors LLC	2,702	$268K	0.1%	N/A	0.010%
7/11/2024	Worth Asset Management LLC	2,315	$230K	0.1%	-25.0%	0.008%
7/11/2024	WBH Advisory Inc.	8,283	$823K	0.1%	+9.9%	0.029%
7/11/2024	Kohmann Bosshard Financial Services LLC	14,007	$1.39M	0.2%	+6.6%	0.050%
7/10/2024	DBK Financial Counsel LLC	6,375	$633K	0.7%	-45.5%	0.023%
7/10/2024	CWM LLC	1,623,109	$161.29M	0.8%	-3.7%	5.776%
7/9/2024	Northwest Capital Management Inc	4,735	$471K	0.2%	-31.9%	0.017%
7/9/2024	Lynx Investment Advisory	9,616	$956K	0.7%	N/A	0.034%
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7/8/2024	Advance Capital Management Inc.	9,927	$986K	0.0%	-27.4%	0.035%
7/8/2024	ST Germain D J Co. Inc.	49,197	$4.89M	0.2%	-1.3%	0.175%
7/3/2024	Beacon Wealthcare LLC	9,060	$900K	0.4%	+1.1%	0.032%
6/20/2024	HM Payson & Co.	62,946	$6.26M	0.1%	-94.6%	0.224%
6/10/2024	Schwab Charitable Fund	24,848	$2.47M	0.1%	+0.9%	0.088%
5/24/2024	Cetera Advisors LLC	63,137	$6.28M	0.0%	+210.9%	0.225%
5/24/2024	Cetera Investment Advisers	165,159	$16.42M	0.0%	+347.4%	0.588%
5/23/2024	Austin Wealth Management LLC	101,709	$10.10M	2.5%	+8.4%	0.362%
5/21/2024	Atria Investments Inc	36,225	$3.60M	0.0%	-21.2%	0.129%
5/20/2024	Strategic Wealth Partners Ltd.	80,315	$7.99M	0.9%	-9.2%	0.286%
5/17/2024	Comerica Bank	1,147	$114K	0.0%	-66.8%	0.004%
5/16/2024	Jane Street Group LLC	121,364	$12.07M	0.0%	+1,560.2%	0.432%
5/16/2024	Fairbanks Capital Management Inc.	24,400	$2.24M	1.5%	+399.0%	0.087%
5/15/2024	Epoch Investment Partners Inc.	175,905	$17.49M	0.1%	-13.9%	0.626%
5/14/2024	EP Wealth Advisors LLC	63,644	$6.33M	0.1%	-29.5%	0.226%
5/14/2024	CreativeOne Wealth LLC	4,450	$442K	0.0%	N/A	0.016%
5/14/2024	Lake Street Advisors Group LLC	115,000	$11.43M	0.5%	N/A	0.409%
5/11/2024	Peak Asset Management LLC	140,383	$13.96M	2.8%	+5.5%	0.500%
5/11/2024	Jacobi Capital Management LLC	2,870	$285K	0.0%	-75.5%	0.010%
5/10/2024	Osaic Holdings Inc.	779,210	$77.47M	0.2%	+5.8%	2.773%
5/10/2024	Kelman Lazarov Inc.	135,558	$13.48M	2.6%	-12.5%	0.482%
5/10/2024	Horizon Family Wealth Inc.	35,378	$3.52M	2.7%	+211.9%	0.126%
5/9/2024	Delos Wealth Advisors LLC	131,727	$13.10M	14.7%	+0.7%	0.469%
5/9/2024	Private Portfolio Partners LLC	31,130	$3.10M	0.6%	-10.1%	0.111%
5/9/2024	Orion Portfolio Solutions LLC	24,170	$2.40M	0.0%	-14.6%	0.086%
5/9/2024	Fortis Capital Advisors LLC	3,224	$321K	0.1%	-81.9%	0.011%
5/9/2024	Portland Global Advisors LLC	111,134	$11.05M	1.5%	+26.0%	0.395%
5/9/2024	Eagle Bay Advisors LLC	37,846	$3.76M	2.4%	-19.8%	0.135%
5/8/2024	Sheets Smith Wealth Management	15,389	$1.53M	0.2%	+18.5%	0.055%
5/8/2024	Avantax Advisory Services Inc.	18,130	$1.80M	0.0%	+10.0%	0.065%
5/7/2024	Anson Capital Inc.	17,123	$1.70M	2.4%	+70.8%	0.061%
5/7/2024	Choate Investment Advisors	162,819	$16.19M	0.4%	+6.5%	0.579%
5/7/2024	Concurrent Investment Advisors LLC	12,678	$1.26M	0.1%	+157.8%	0.045%
5/7/2024	Pecaut & CO.	245,198	$24.38M	9.1%	+9.0%	0.873%
5/7/2024	PFG Advisors	4,460	$443K	0.0%	-56.1%	0.016%
5/3/2024	WealthTrust Asset Management LLC	4,318	$429K	0.3%	-82.8%	0.015%
5/3/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	8,284	$824K	0.1%	N/A	0.029%
5/3/2024	Proficio Capital Partners LLC	309,087	$30.31M	3.3%	-45.6%	1.100%
5/3/2024	Meridian Management Co.	10,062	$1M	0.3%	+5.6%	0.036%
5/2/2024	Smart Money Group LLC	14,599	$1.45M	0.6%	+16.5%	0.052%
5/2/2024	Salomon & Ludwin LLC	1,813	$180K	0.0%	N/A	0.006%
5/2/2024	Financial Counselors Inc.	4,347	$432K	0.0%	N/A	0.015%
5/1/2024	Janney Montgomery Scott LLC	34,595	$3.44M	0.0%	-38.1%	0.123%
5/1/2024	Auour Investments LLC	48,728	$4.85M	1.8%	+19.9%	0.173%
5/1/2024	Blue Trust Inc.	84,413	$8.39M	0.1%	+87.7%	0.300%
4/30/2024	Private Advisor Group LLC	75,272	$7.48M	0.1%	-10.3%	0.268%
4/30/2024	Hartline Investment Corp	3,210	$319K	0.1%	N/A	0.011%
4/30/2024	Fortis Group Advisors LLC	274,262	$27.27M	5.0%	-54.6%	0.976%
4/30/2024	Wooster Corthell Wealth Management Inc.	10,635	$1.06M	0.2%	+305.0%	0.038%
4/29/2024	Commonwealth Equity Services LLC	264,614	$26.31M	0.0%	+9.1%	0.942%
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4/29/2024	Onyx Bridge Wealth Group LLC	33,321	$3.31M	0.6%	+13.6%	0.119%
4/27/2024	Treasure Coast Financial Planning	108,024	$10.74M	7.0%	+1.8%	0.384%
4/26/2024	Clear Creek Financial Management LLC	11,366	$1.13M	0.1%	-7.1%	0.040%
4/26/2024	Carr Financial Group Corp	28,761	$2.86M	1.0%	-20.9%	0.102%
4/26/2024	MONECO Advisors LLC	3,365	$335K	0.1%	+53.4%	0.012%
4/25/2024	One Day In July LLC	48,650	$4.84M	0.6%	+1,478.5%	0.173%
4/25/2024	Long Run Wealth Advisors LLC	15,500	$1.54M	0.4%	N/A	0.055%
4/25/2024	Cambridge Investment Research Advisors Inc.	23,536	$2.34M	0.0%	-13.8%	0.084%
4/24/2024	Private Trust Co. NA	6,340	$630K	0.1%	-3.1%	0.023%
4/24/2024	Trinity Legacy Partners LLC	2,929	$291K	0.1%	-93.4%	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, 234 institutional investors and hedge funds held shares of SPDR Bloomberg 3-12 Month T-Bill ETF. The most heavily invested institutionals were CWM LLC ($161.29M), LPL Financial LLC ($129.10M), Osaic Holdings Inc. ($77.47M), AJ Wealth Strategies LLC ($67.85M), Partners Capital Investment Group LLP ($62.29M), Envestnet Asset Management Inc. ($59.69M), and Ameriprise Financial Inc. ($55.48M).Learn more on BILS's institutional investors.
Which institutional investors have been buying SPDR Bloomberg 3-12 Month T-Bill ETF stock?: Of the 222 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), Proficio Capital Partners LLC ($882.80K), AJ Wealth Strategies LLC ($682.19K), 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 20,070,830 shares in the last 24 months. This purchase volume represents approximately $2.00B in transactions.

Which SPDR Bloomberg 3-12 Month T-Bill ETF major shareholders have been selling company stock?: Of the 106 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. ($449.18K), Fortis Group Advisors LLC ($329.91K), Proficio Capital Partners LLC ($258.66K), Dakota Wealth Management ($189.12K), 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 5,477,944 shares in the last 24 months. This volume of shares sold represents approximately $544.12M in transactions.