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Disclosery

BIL SPDR SERIES TRUST

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SHS (fund)

1,113 managers (1,130 13F filers) reported a position in BIL shares at 2024-12-31, 215,073,634 shares in all. 104 filers opened a position and 101 filers sold out during the quarter.

Managers
1,113
13F filers
1,130
New
104
Added
488
Reduced
349
Sold out
101
Shares held by filers
215,073,634

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kestra Advisory Services, LLCgroup of 3 filers holding155,680$14.2M+36,288Timeline
Wealthfront Advisers LLC154,433$14.1M0.04%-6,83413F-HR/ATimeline
COMERICA BANK153,788$14.1M0.06%+19,26613F-HR/ATimeline
LAKE STREET ADVISORS GROUP, LLC151,088$13.8M0.64%-269,82313F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC150,894$13.8M3.75%-3,49613F-HRTimeline
Hofer & Associates. Inc148,618$13.6M9.12%+23,49013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC148,406$13.6M0.28%+59,83213F-HRTimeline
GM Advisory Group, LLC148,370$13.6M0.75%+43,33013F-HRTimeline
Independent Advisor Alliance147,761$13.5M0.18%new13F-HRTimeline
Donald L. Hagan, LLC146,274$13.4M6.94%+35,56713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC144,257$13.2M11.39%-75,47213F-HRTimeline
DBK Financial Counsel, LLC144,196$13.2M13.28%+9,35413F-HRTimeline
Norris Financial Group, LLC142,907$13.1M6.14%+22,07113F-HRTimeline
Saiph Capital, LLC141,472$12.9M5.87%-6,24013F-HRTimeline
Atria Investments, Inc141,265$12.9M0.16%-118,77613F-HRTimeline
STABLEFORD CAPITAL II LLC139,858$12.8M5.05%+54,41013F-HRTimeline
B. Riley Wealth Advisors, Inc.139,572$12.8M0.42%+48,31413F-HRTimeline
DT Investment Partners, LLC138,583$12.7M1.07%+111,76913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES138,497$12.7M4.8%new13F-HRTimeline
Worth Asset Management, LLC135,008$12.3M6.59%+49,37913F-HRTimeline
MARSHFIELD ASSOCIATES133,975$12.2M0.27%+11,01413F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC131,786$12M2.48%+110,00013F-HRTimelineGroup
Private Advisory Group LLC131,500$12M1.35%+124,85313F-HR/ATimeline
Three Seasons Wealth, LLC131,356$12M5.85%-48,19713F-HRTimeline
Beacon Pointe Advisors, LLC130,687$11.9M0.13%+10,96913F-HRTimeline
MRWM Advisors, LLC130,310$11.9M9.33%13F-HRTimeline
Financiere des Professionnels - Fonds d…130,000$11.9M0.83%new13F-HRTimeline
Kingsview Wealth Management, LLC129,755$11.9M0.23%+6,19813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC129,006$11.8M1.26%+81,15513F-HRTimeline
Kensington Asset Management, LLC128,143$11.7M0.69%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Liquid Strategies, LLC128,143$11.7M2.41%new13F-HRTimeline
Vigilare Wealth Management127,686$11.7M4.74%+107,60013F-HRTimeline
Accurate Wealth Management, LLC126,454$11.6M2.22%+83,89913F-HRTimeline
G&S Capital LLC126,020$11.5M4.76%-38,52813F-HRTimeline
CABOT WEALTH MANAGEMENT INC125,331$11.5M1.46%+97,39813F-HRTimeline
FSC Wealth Advisors, LLC123,143$11.3M7.25%-3,59213F-HRTimeline
Stelac Advisory Services LLC122,458$11.2M4.37%+29,99213F-HRTimeline
NDWM LLC121,819$11.1M9.31%-53,64913F-HRTimeline
Modern Wealth Management, LLC117,855$10.8M0.4%-27,49513F-HR/ATimeline
Treasure Coast Financial Planning117,473$10.7M7.08%+38513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…117,102$10.7M0.37%+36,95713F-HRTimelineGroup
Second Half Financial Partners, LLC117,026$10.7M5.23%-154,26213F-HRTimeline
MOKAN Wealth Management Inc.116,186$10.6M6.76%13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC115,973$10.6M8.14%+58,41513F-HRTimeline
Parkwood LLC115,400$10.6M1.3%+59,88013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC114,864$10.5M0.95%-1,14413F-HRTimeline
Kohmann Bosshard Financial Services, LLC114,552$10.5M1.26%+33,10213F-HRTimeline
FAGAN ASSOCIATES, INC.114,319$10.5M1.66%+48,66213F-HRTimeline
Farther Finance Advisors, LLC112,211$10.3M0.37%+97,01813F-HRTimeline
Legacy Investment Solutions, LLC111,759$10.2M6.72%-19,95713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…111,759$10.2M6.72%-19,95713F-HRTimelineGroup
Boomfish Wealth Group, LLC110,183$10.1M6.11%+31,54013F-HRTimeline
Vivid Wealth Management, LLC109,291$9.99M5.06%+8,10913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED109,157$9.98M0.93%+30,00613F-HRTimeline
Richmond Brothers, Inc.108,817$9.95M6.38%-1,10613F-HRTimeline
Integrated Wealth Concepts LLC108,316$9.9M0.12%-32,56413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC106,722$9.76M<0.01%new13F-HRTimelineGroup
Hershey Financial Advisers, LLC106,084$9.7M8.54%13F-HRTimeline
Malaga Cove Capital, LLC105,654$9.66M3.79%+2,91013F-HRTimeline
Lakewood Asset Management LLC103,282$9.44M6.5%-10,08313F-HRTimeline
MRA Advisory Group101,562$9.29M4.92%+3,18313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.101,208$9.25M0.1%+15,40013F-HR/ATimelineGroup
Everstar Asset Management, LLC101,076$9.24M6.54%+14,11113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100,465$9.19M0.01%-72,00413F-HRTimelineGroup
Palogic Value Management, L.P.100,098$9.15M3.66%013F-HR/ATimeline
Bison Wealth, LLC99,276$9.08M2%-12,27513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV99,182$9.07M3.26%+82,44413F-HRTimeline
MGO ONE SEVEN LLC98,973$9.05M0.35%+4,22113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC98,860$9.04M0.3%+21,96513F-HRTimeline
Clear Creek Financial Management, LLC97,661$8.93M0.97%-345,81313F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC96,174$8.79M2.13%+20,41213F-HRTimeline
Smart Money Group LLC95,719$8.75M3.02%+3,11813F-HRTimeline
ENTREWEALTH, LLC95,314$8.72M8.05%13F-HRTimeline
US FINANCIAL ADVISORS, LLC94,755$8.66M2.66%-5,81913F-HRTimeline
Trivium Point Advisory, LLC93,771$8.57M1.08%-2,37013F-HRTimeline
Fortis Capital Advisors, LLC93,207$8.56M2.92%+20,29013F-HRTimeline
Forza Wealth Management, LLC93,424$8.54M3.89%+62,98313F-HRTimeline
PFG Investments, LLC93,026$8.51M0.53%-3,62313F-HRTimeline
GUIDANCE CAPITAL, INC92,309$8.46M2.59%+7,80713F-HRTimeline
Park Edge Advisors, LLC91,835$8.4M2.44%-16,51013F-HRTimeline
Financial Advocates Investment Manageme…91,225$8.28M0.47%-17,58413F-HRTimeline
CoreCap Advisors, LLC90,558$8.28M0.38%+4,64513F-HRTimeline
WCG Wealth Advisors LLC90,539$8.28M0.55%+11,02113F-HRTimeline
Sovran Advisors, LLC90,037$8.24M1.18%13F-HRTimeline
Occidental Asset Management, LLC90,143$8.24M1.29%-36,43513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC89,362$8.17M0.02%+26,46713F-HRTimelineGroup
Ranch Capital Advisors Inc.89,326$8.17M3.86%+1,40513F-HRTimeline
Epoch Investment Partners, Inc.87,686$8.02M0.04%+6,79013F-HRTimeline
AE Wealth Management LLC87,067$7.96M0.07%+1,22113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC86,841$7.94M3.64%-24,36713F-HRTimeline
Capital Advisors, Ltd. LLC86,772$7.93M1%-3,47913F-HRTimeline
L.M. KOHN & COMPANY85,821$7.85M2.03%+11,58913F-HRTimeline
Hedeker Wealth, LLC85,211$7.79M1.94%+36,09213F-HRTimeline
IMA Advisory Services, Inc.84,723$7.75M0.93%-18,17513F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC84,520$7.73M6.04%-4,68913F-HRTimeline
Hilton Capital Management, LLC83,937$7.67M0.66%-1,11813F-HRTimeline
Guild Investment Management, Inc.83,353$7.62M8.3%+8,11913F-HRTimeline
Orion Porfolio Solutions, LLC83,178$7.6M0.08%-114,68213F-HRTimeline
Orion Portfolio Solutions, LLC83,178$7.6M0.08%-114,68213F-HRTimeline
Capital Wealth Alliance, LLC83,012$7.59M4.3%-35,26313F-HRTimeline
J2 Capital Management Inc82,392$7.53M7.07%13F-HRTimeline
Geneos Wealth Management Inc.81,667$7.47M0.26%+5,27613F-HRTimeline
IFG Advisory, LLC81,148$7.42M0.42%-11,37213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding80,995$7.41M+8,257Timeline
Client First Capital LLC80,660$7.37M3.79%-104,18713F-HRTimeline
Founders Financial Alliance, LLC80,657$7.37M2.03%-96313F-HRTimeline
Sargent Investment Group, LLC80,393$7.36M1.2%-5,17113F-HRTimeline
MCF Advisors LLC80,381$7.35M0.52%+5,19913F-HRTimeline
IHT Wealth Management, LLC80,120$7.33M0.24%-76,90013F-HRTimeline
BEAM WEALTH ADVISORS, INC.80,077$7.32M2.32%+12,25513F-HRTimeline
CPR Investments Inc.79,597$7.28M6.57%-14,61513F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC79,103$7.23M2.91%-2,79013F-HRTimeline
Jordan Park Group LLC79,100$7.23M0.53%+9,21913F-HRTimeline
SLT Holdings LLC78,499$7.18M6.8%13F-HRTimeline
GenTrust, LLC78,323$7.16M0.31%-58,16713F-HRTimeline
Tempus Wealth Planning, LLC77,692$7.1M2.17%-3,61513F-HRTimeline
Creekmur Asset Management LLC77,300$7.07M1.62%-2,49013F-HRTimeline
Kintayl Capital LP76,579$7M6.49%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.76,483$6.99M0.87%-3,49513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS75,550$6.91M0.01%-257,21413F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT75,455$6.9M1.78%+52,86313F-HRTimeline
West Financial Advisors, LLC75,210$6.88M1.33%-6,48013F-HRTimeline
CEERA INVESTMENTS, LLC75,002$6.86M2.35%+11,63813F-HRTimeline
ArrowMark Colorado Holdings LLC74,985$6.86M0.09%+41,45213F-HRTimeline
Robinswood Financial LLC73,874$6.75M2.55%+20,19913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC73,769$6.74M0.63%+11,58813F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC73,561$6.73M5.28%-25,37913F-HRTimeline
Luken Investment Analytics, LLC73,483$6.72M3.11%-3,97513F-HRTimeline
Rosenberg Matthew Hamilton72,881$6.66M1.73%+2,28613F-HRTimeline
Greenfield Seitz Capital Management, LLC71,779$6.56M2.5%-52113F-HRTimeline
Meridian Wealth Management, LLC71,580$6.54M0.31%+3,73713F-HRTimeline
Silicon Valley Capital Partners70,687$6.46M0.72%new13F-HRTimeline
RiverTree Advisors, LLC70,364$6.43M4.23%+23,10813F-HRTimeline
Randolph Co Inc70,247$6.42M0.72%+56,81013F-HRTimeline
Diversified Portfolios, Inc.70,221$6.42M0.7%+3,21713F-HRTimeline
GFI Investment Counsel Ltd.69,863$6.39M0.73%013F-HR/ATimeline
Clarity Financial LLC69,848$6.39M0.76%-84,97613F-HRTimeline
Venturi Wealth Management, LLC69,700$6.37M0.31%+43,68513F-HRTimeline
Strategic Blueprint, LLC69,349$6.34M0.38%-8,12613F-HRTimeline
Csenge Advisory Group69,297$6.34M0.34%+10,26313F-HRTimeline
Fiduciary Alliance LLC69,114$6.32M0.64%+61,44013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding68,772$6.29M-195,212Timeline
SYNOVUS FINANCIAL CORP68,555$6.27M0.08%-33,30613F-HRTimeline
Bleakley Financial Group, LLC68,510$6.26M0.19%-13,10113F-HRTimeline
CHOREO, LLC67,988$6.22M0.09%+20,32413F-HRTimeline
DAVENPORT & Co LLC67,763$6.2M0.04%+9,77113F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…66,885$6.12M4.65%13F-HR/ATimelineGroup
Portside Wealth Group, LLC66,862$6.11M1.01%+40,09113F-HR/ATimeline
DSG Capital Advisors, LLC66,822$6.11M1.11%13F-HRTimeline
MN Wealth Advisors, LLC66,452$6.08M3.42%+11,99713F-HRTimeline
TKG Advisors, LLC66,185$6.07M2.8%-93,00213F-HRTimeline
Aspire Private Capital, LLC65,902$6.03M1.49%+7,36113F-HRTimeline
Vishria Bird Financial Group, LLC65,400$5.98M2.1%-10,95513F-HRTimeline
Crestwood Advisors Group, LLC65,404$5.98M0.11%+9,73613F-HRTimeline
Signal Advisors Wealth, LLC65,150$5.96M0.67%+57,72313F-HRTimeline
Choate Investment Advisors64,962$5.94M0.14%-103,66513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding64,799$5.93M+27,621Timeline
Compass Financial Services Inc64,667$5.91M3.35%13F-HRTimeline
First International Bank & Trust64,639$5.91M1.91%-4,34213F-HRTimeline
Spartan Planning & Wealth Management64,542$5.9M5.39%13F-HRTimeline
Elmwood Wealth Management, Inc.64,300$5.88M2.37%+37,31313F-HRTimeline
Aptus Capital Advisors, LLC64,067$5.86M0.07%+28,20313F-HRTimeline
CIBC WORLD MARKET INC.63,884$5.84M0.01%-1,74513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP63,403$5.8M0.01%+9,97113F-HRTimelineGroup
Legacy Capital Group California, Inc.62,197$5.69M1.73%+4,56113F-HRTimeline
Retireful, LLC62,147$5.68M3.2%-1,61013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…62,086$5.68M2.15%+15,31113F-HRTimeline
Wellspring Financial Advisors, LLC61,728$5.64M0.59%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC61,700$5.64M0.91%+68013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.61,541$5.63M0.36%-2,53813F-HRTimelineGroup
Fortis Capital Management LLC61,479$5.62M1.04%+25,00713F-HRTimeline
Lumbard & Kellner, LLC60,900$5.57M2.39%-89013F-HRTimeline
Balefire, LLC60,702$5.55M1.9%+27,82413F-HRTimeline
Palouse Capital Management, Inc.60,271$5.51M3.66%+7,44913F-HRTimeline
Stiles Financial Services Inc60,187$5.5M1.99%-7,39013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC59,906$5.48M4.86%13F-HRTimeline
Night Owl Capital Management, LLC59,373$5.43M0.7%+23,08913F-HRTimeline
TD Waterhouse Canada Inc.59,365$5.43M0.04%+9,15413F-HRTimeline
Investor's Fiduciary Advisor Network, L…58,990$5.39M2.06%13F-HRTimeline
Wheelhouse Advisory Group LLC58,639$5.36M3.18%+3,77913F-HRTimeline
Professional Financial Advisors, LLC58,417$5.34M1.37%+3,05913F-HRTimeline
AMI ASSET MANAGEMENT CORP57,946$5.3M0.28%-10,06713F-HRTimeline
IFP Advisors, Inc57,936$5.3M0.17%+17513F-HRTimeline
Rialto Wealth Management, LLC57,457$5.25M1.73%13F-HRTimeline
D.A. DAVIDSON & CO.57,343$5.24M0.04%new13F-HRTimeline
WEBSTER BANK, N. A.57,294$5.24M0.56%-5,59013F-HRTimeline
Lionsbridge Wealth Management LLC57,110$5.22M4.38%new13F-HRTimeline
Freestate Advisors LLC56,918$5.2M5.38%-13,98413F-HRTimeline
Krilogy Financial LLC56,732$5.19M0.35%+19,03513F-HRTimeline
MONECO ADVISORS, LLC56,551$5.17M0.55%+11,18313F-HR/ATimeline
Waterloo Capital, L.P.56,433$5.16M0.54%+38,32413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC56,286$5.15M1.87%+22,88213F-HRTimeline
Wick Capital Partners, LLC56,267$5.14M1.52%+44,63613F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC56,085$5.13M0.01%+65713F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC55,385$5.07M1.11%+2,70113F-HRTimeline
INSIGHT 2811, INC.55,242$5.05M2.6%-2,61713F-HRTimeline
RIA Advisory Group LLC54,643$5M1.7%-354,70113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC54,571$4.99M0.02%+31,31513F-HRTimelineGroup
NorthCrest Asset Manangement, LLC54,131$4.95M0.15%-4,68413F-HR/ATimeline
CapWealth Advisors, LLC54,123$4.95M0.55%-12,32913F-HRTimeline