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Disclosery

BIL SPDR SERIES TRUST

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SHS (fund)

1,153 managers (1,170 13F filers) reported a position in BIL shares at 2025-03-31, 241,510,021 shares in all. 136 filers opened a position and 85 filers sold out during the quarter.

Managers
1,153
13F filers
1,170
New
136
Added
531
Reduced
411
Sold out
85
Shares held by filers
241,510,021

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Transce3nd, LLC179,583$16.5M7.36%-3,62313F-HRTimeline
IHT Wealth Management, LLC178,163$16.3M0.51%+98,04313F-HRTimeline
Focused Wealth Management, Inc177,754$16.3M2.22%+12,80013F-HRTimeline
Advisor Resource Council176,561$16.1M1.3%new13F-HRTimeline
Roundview Capital LLC175,363$16.1M1.16%+14,56813F-HRTimeline
Csenge Advisory Group175,164$16.1M0.91%+105,86713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…174,573$16M0.34%+37113F-HRTimelineGroup
Client First Investment Management LLC174,420$16M10.85%+155,69413F-HRTimeline
Clearstead Trust, LLC171,994$15.8M3.51%-6,31313F-HRTimeline
ALTFEST L J & CO INC169,455$15.5M1.95%-120,04313F-HRTimeline
DT Investment Partners, LLC167,205$15.3M1.48%+28,62213F-HRTimeline
VanWeelden Wealth Management, LLC166,034$15.2M13.55%-10,37513F-HRTimeline
Aptus Capital Advisors, LLC165,671$15.2M0.17%+101,60413F-HRTimeline
COMERICA BANK165,034$15.1M0.06%+11,24613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth162,980$15M0.04%-8,46613F-HR/ATimelineGroup
ENTREWEALTH, LLC161,647$14.8M11.39%+66,33313F-HRTimeline
Aurora Investment Managers, LLC.161,076$14.8M9.33%+5,34313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC161,068$14.8M0.78%-19,20313F-HRTimeline
FAGAN ASSOCIATES, INC.161,039$14.8M2.46%+46,72013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP160,181$14.7M1.41%-51,80013F-HRTimelineGroup
Hippocratic Financial Advisors, LLC159,286$14.6M8.7%new13F-HRTimeline
Hofer & Associates. Inc157,699$14.5M9.82%+9,08113F-HRTimeline
Worth Asset Management, LLC156,760$14.4M7.85%+21,75213F-HRTimeline
Inscription Capital, LLC156,425$14.4M2.37%13F-HRTimeline
Norris Financial Group, LLC155,719$14.3M6.67%+12,81213F-HRTimeline
Signal Advisors Wealth, LLC151,944$13.9M1.36%+86,79413F-HRTimeline
Ranch Capital Advisors Inc.144,797$13.3M6.3%+55,47113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.143,374$13.2M0.23%+42,16613F-HRTimelineGroup
Gotham Asset Management, LLC141,333$13M0.11%-25,21513F-HRTimeline
NorthRock Partners, LLC139,747$12.8M0.43%-29,39213F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC137,005$12.6M2.91%+40,83113F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC136,207$12.5M1.73%-152,93513F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC135,585$12.4M2.39%+3,79913F-HRTimelineGroup
Saiph Capital, LLC134,702$12.4M5.9%-6,77013F-HRTimeline
Delta Investment Management, LLC133,585$12.3M2.47%-557,63513F-HRTimeline
MARSHFIELD ASSOCIATES132,042$12.1M0.26%-1,93313F-HRTimeline
J2 Capital Management Inc131,047$12M11.05%+48,65513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC130,552$12M8.48%-68,40513F-HRTimeline
Beacon Pointe Advisors, LLC126,930$11.6M0.13%-3,75713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC125,232$11.5M1.97%-131,79313F-HRTimeline
Strategic Wealth Investment Group, LLC124,855$11.5M19.93%-165,47913F-HRTimeline
CABOT WEALTH MANAGEMENT INC123,276$11.3M1.44%-2,05513F-HRTimeline
MOKAN Wealth Management Inc.122,847$11.3M6.79%+6,66113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC122,795$11.3M0.16%+87,26413F-HRTimelineGroup
GenTrust, LLC122,771$11.3M0.54%+44,44813F-HRTimeline
Trivium Point Advisory, LLC122,757$11.3M1.4%+28,98613F-HRTimeline
Treasure Coast Financial Planning122,465$11.2M6.96%+4,99213F-HRTimeline
Graves Light Lenhart Wealth, Inc.121,455$11.1M1.37%+44,97213F-HRTimeline
FSC Wealth Advisors, LLC121,099$11.1M7.29%-2,04413F-HRTimeline
IPG Investment Advisors LLC120,166$11M2.49%+83,14913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC120,178$11M0.09%new13F-HRTimelineGroup
HRT FINANCIAL LP119,729$11M0.07%new13F-HRTimeline
GM Advisory Group, LLC118,544$10.9M0.59%-29,82613F-HRTimeline
NDWM LLC117,893$10.8M10.57%-3,92613F-HRTimeline
SLT Holdings LLC117,027$10.7M10.1%+38,52813F-HRTimeline
PFG Investments, LLC116,165$10.7M0.68%+23,13913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…115,746$10.6M7.71%+3,98713F-HRTimelineGroup
Malaga Cove Capital, LLC115,529$10.6M4.58%+9,87513F-HRTimeline
Vivid Wealth Management, LLC114,768$10.5M5.27%+5,47713F-HRTimeline
RIA Advisory Group LLC113,940$10.5M3.4%+59,29713F-HRTimeline
MRWM Advisors, LLC113,803$10.4M7.26%-16,50713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC113,141$10.4M0.36%+14,28113F-HRTimeline
MCF Advisors LLC113,066$10.4M0.75%+32,68513F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC111,818$10.3M2.94%-39,07613F-HRTimeline
Fiduciary Alliance LLC111,612$10.2M1.01%+42,49813F-HRTimeline
Rareview Capital LLC110,640$10.1M6.43%+83,02113F-HRTimeline
Simplicity Wealth,LLC110,582$10.1M0.79%+95,87313F-HRTimeline
AA Financial Advisors, LLC109,967$10.1M2.46%new13F-HRTimeline
Guild Investment Management, Inc.107,552$9.87M10.36%+24,19913F-HRTimeline
Everstar Asset Management, LLC106,426$9.76M6.47%+5,35013F-HR/ATimeline
Hilton Capital Management, LLC105,744$9.7M0.82%+21,80713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC105,644$9.69M0.35%-59,37313F-HRTimeline
MRA Advisory Group104,630$9.6M5.12%+3,06813F-HRTimeline
Bleakley Financial Group, LLC103,502$9.49M0.3%+34,99213F-HRTimeline
CapWealth Advisors, LLC102,617$9.41M1.02%+48,49413F-HRTimeline
Richmond Brothers, Inc.102,193$9.37M5.93%-6,62413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…102,147$9.35M0.38%-14,95513F-HRTimelineGroup
Boomfish Wealth Group, LLC101,058$9.27M6.02%-9,12513F-HRTimeline
Private Advisory Group LLC100,173$9.19M1.05%-31,32713F-HRTimeline
Palogic Value Management, L.P.100,098$9.18M4.04%013F-HR/ATimeline
Sovran Advisors, LLC99,683$9.13M1.19%+9,64613F-HRTimeline
WIN ADVISORS, INC98,882$9.07M4.66%+55,26213F-HRTimeline
Lakewood Asset Management LLC98,158$9M6.08%-5,12413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED97,212$8.92M0.83%-11,94513F-HR/ATimeline
GUIDANCE CAPITAL, INC97,224$8.89M2.72%+4,91513F-HRTimeline
Crescent Grove Advisors, LLC96,321$8.84M0.92%+65,14313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC95,939$8.8M0.86%+22,17013F-HRTimeline
Elevation Capital Advisory, LLC94,851$8.7M3.79%-169,54313F-HRTimeline
IFG Advisory, LLC94,823$8.7M0.48%+13,67513F-HRTimeline
Smart Money Group LLC94,577$8.68M2.95%-1,14213F-HR/ATimeline
Genus Capital Management Inc.94,258$8.65M1.25%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES93,874$8.61M3.36%-44,62313F-HRTimeline
Capital Wealth Alliance, LLC93,842$8.61M5.15%+10,83013F-HRTimeline
Net Worth Advisory Group93,390$8.57M2.69%+40,39513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…93,363$8.56M0.07%-102,88413F-HRTimelineGroup
Epoch Investment Partners, Inc.93,231$8.55M0.04%+5,54513F-HRTimeline
Lionsbridge Wealth Management LLC92,411$8.46M7.52%+35,30113F-HRTimeline
Sargent Investment Group, LLC91,800$8.42M1.34%+11,40713F-HRTimeline
CIBC WORLD MARKET INC.91,103$8.36M0.02%+27,21913F-HRTimeline
Capital Advisors, Ltd. LLC90,867$8.34M1.1%+4,09513F-HRTimeline
Bison Wealth, LLC90,412$8.29M0.77%+88,21113F-HRTimeline
AE Wealth Management LLC89,035$8.17M0.07%+1,96813F-HRTimeline
WCG Wealth Advisors LLC88,645$8.13M0.62%-1,89413F-HR/ATimeline
MOULTON WEALTH MANAGEMENT, INC88,642$8.13M6.2%-27,33113F-HRTimeline
Donald L. Hagan, LLC88,513$8.12M4.24%-57,76113F-HRTimeline
DSG Capital Advisors, LLC86,711$7.95M1.61%+19,88913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.86,051$7.89M6.95%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.85,887$7.88M0.09%-136,90013F-HRTimelineGroup
G&S Capital LLC85,629$7.85M3.34%-40,39113F-HRTimeline
Night Owl Capital Management, LLC85,539$7.85M0.98%+26,16613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,105$7.81M0.01%+50,49013F-HR/ATimelineGroup
One Day In July LLC84,759$7.77M0.78%+58,59913F-HRTimeline
SYNOVUS FINANCIAL CORP84,666$7.77M0.1%+16,11113F-HRTimeline
Hedeker Wealth, LLC84,268$7.73M2.08%-94313F-HRTimeline
49 WEALTH MANAGEMENT, LLC83,862$7.69M0.93%-379,43213F-HRTimeline
Hardman Johnston Global Advisors LLC83,000$7.61M0.36%+43,00013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding82,918$7.6M+18,119Timeline
Luken Investment Analytics, LLC82,185$7.54M3.53%+8,70213F-HRTimeline
DAVENPORT & Co LLC81,563$7.48M0.04%+13,80013F-HRTimeline
West Financial Advisors, LLC80,971$7.43M1.41%+5,76113F-HRTimeline
Greenfield Seitz Capital Management, LLC80,722$7.4M2.82%+8,94313F-HRTimeline
CPR Investments Inc.80,196$7.36M6.52%+59913F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…80,144$7.35M5.87%+13,25913F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding79,478$7.29M-1,517Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…79,239$7.27M1.31%+72,87213F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…79,150$7.26M0.36%+28,22413F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC77,945$7.15M5.77%-6,57513F-HRTimeline
L.M. KOHN & COMPANY77,752$7.13M1.86%-8,06913F-HRTimeline
TKG Advisors, LLC77,570$7.12M3.51%+11,38513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC77,361$7.1M3.25%-9,48013F-HRTimeline
JBR Co Financial Management Inc77,339$7.09M4.15%+65,66713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,260$7.09M0.01%+71,85713F-HRTimelineGroup
Lumbard & Kellner, LLC76,893$7.05M3.11%+15,99313F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC77,140$7.05M0.95%+15,44013F-HRTimelineGroup
STERLING INVESTMENT MANAGEMENT, LLC76,705$7.04M5.01%+3,14413F-HRTimeline
Mid-American Wealth Advisory Group, Inc.76,626$7.03M3.77%+22,60713F-HRTimeline
Kintayl Capital LP76,579$7.02M5.06%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC75,046$6.88M5.36%-69,21113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC74,887$6.87M0.01%-14,47513F-HRTimelineGroup
AXS Investments LLC74,879$6.87M1.9%new13F-HRTimeline
Arkadios Wealth Advisors74,664$6.85M0.26%+52,79613F-HRTimeline
BEAM WEALTH ADVISORS, INC.74,559$6.84M2.31%-5,51813F-HRTimeline
Compass Financial Services Inc74,400$6.82M3.58%+9,73313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…73,283$6.72M2.38%+11,19713F-HRTimeline
Meridian Wealth Management, LLC72,671$6.67M0.32%+1,09113F-HRTimeline
Three Seasons Wealth, LLC72,477$6.65M3.29%-58,87913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC72,350$6.64M2.47%+16,06413F-HRTimeline
Teca Partners, LP72,348$6.64M4.76%new13F-HRTimeline
Founders Financial Alliance, LLC72,154$6.62M1.6%-8,50313F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC71,909$6.6M2.75%-7,19413F-HRTimeline
Professional Financial Advisors, LLC71,694$6.58M1.67%+13,27713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC71,632$6.57M0.76%-105,43313F-HRTimeline
Fortis Capital Management LLC71,414$6.55M1.27%+9,93513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC71,396$6.53M1.42%+16,01113F-HRTimeline
Alliance Wealth Advisors, LLC /UT70,472$6.46M1.69%-4,98313F-HRTimeline
US FINANCIAL ADVISORS, LLC70,157$6.44M1.9%-24,59813F-HRTimeline
CHOREO, LLC69,869$6.41M0.1%+1,88113F-HRTimeline
FULLCIRCLE WEALTH LLC69,683$6.39M2.63%+44,13113F-HRTimeline
RiverTree Advisors, LLC69,549$6.38M4.27%-81513F-HRTimeline
Financial Advocates Investment Manageme…70,146$6.37M0.45%-21,07913F-HRTimeline
GFI Investment Counsel Ltd.69,446$6.37M0.74%-41713F-HRTimeline
First International Bank & Trust69,318$6.36M2.01%+4,67913F-HRTimeline
Strategic Blueprint, LLC68,879$6.32M0.34%-47013F-HRTimeline
Horizon Investments, LLC69,321$6.32M0.19%+18,95213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP68,515$6.28M0.47%+18,38013F-HRTimeline
Jordan Park Group LLC68,465$6.28M0.46%-10,63513F-HRTimeline
Wheelhouse Advisory Group LLC68,101$6.25M3.57%+9,46213F-HRTimeline
Legacy Capital Group California, Inc.67,722$6.21M2.16%+5,52513F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…67,203$6.16M<0.01%+16,00313F-HRTimelineGroup
Forza Wealth Management, LLC66,173$6.07M2.73%-27,25113F-HRTimeline
Diversified Portfolios, Inc.66,103$6.06M0.64%-4,11813F-HRTimeline
Maridea Wealth Management LLC64,942$5.96M1.95%+13,77813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC64,828$5.95M0.59%new13F-HR/ATimeline
Coppell Advisory Solutions LLC64,645$5.93M0.83%-142,55313F-HRTimeline
Venturi Wealth Management, LLC64,559$5.92M0.31%-5,14113F-HRTimeline
Caitlin John, LLC64,512$5.92M5.8%+33,69213F-HRTimeline
Rosenberg Matthew Hamilton64,445$5.91M1.48%-8,43613F-HRTimeline
Portside Wealth Group, LLC64,373$5.9M0.96%-2,48913F-HR/ATimeline
Spartan Planning & Wealth Management64,138$5.88M5.7%-40413F-HRTimeline
TFB Advisors LLC63,722$5.85M1.68%+61,22513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC63,154$5.79M0.01%+7,06913F-HRTimelineGroup
Stelac Advisory Services LLC63,075$5.79M2.38%-59,38313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.62,701$5.75M0.36%+1,16013F-HRTimelineGroup
GeoWealth Management, LLC62,088$5.7M0.23%-210,55713F-HRTimeline
Catherine Avery Investment Management L…62,078$5.69M5.1%+61,81813F-HRTimeline
Wellspring Financial Advisors, LLC61,740$5.66M0.63%+1213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC61,256$5.62M2.78%+34,26213F-HRTimeline
Pathway Financial Advisors LLC61,052$5.6M1.01%+49,79513F-HRTimeline
NorthCrest Asset Manangement, LLC60,532$5.55M0.17%+6,40113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP60,069$5.51M0.01%-3,33413F-HRTimelineGroup
Baring Financial LLC59,899$5.49M4.61%+12,30513F-HRTimeline
Westmount Partners, LLC59,103$5.42M1.65%new13F-HRTimeline
Orion Porfolio Solutions, LLC58,824$5.4M0.05%-24,35413F-HRTimeline
Orion Portfolio Solutions, LLC58,824$5.4M0.05%-24,35413F-HR/ATimeline
Portfolio Design Labs, LLC58,366$5.35M1.1%+25,82513F-HRTimeline
Parkside Financial Bank & Trust58,328$5.35M0.68%+58,27813F-HRTimeline
WealthTrust Asset Management, LLC58,221$5.34M3.96%+8,38813F-HRTimeline
Robinswood Financial LLC57,942$5.32M1.96%-15,93213F-HRTimeline
TD Waterhouse Canada Inc.57,614$5.27M0.04%-1,75113F-HRTimeline
INSIGHT 2811, INC.57,399$5.27M2.67%+2,15713F-HRTimeline