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Disclosery

BIL SPDR SERIES TRUST

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SHS (fund)

1,163 managers (1,179 13F filers) reported a position in BIL shares at 2025-06-30, 244,708,266 shares in all. 106 filers opened a position and 101 filers sold out during the quarter.

Managers
1,163
13F filers
1,179
New
106
Added
492
Reduced
470
Sold out
101
Shares held by filers
244,708,266

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bleakley Financial Group, LLC176,546$16.2M0.41%+73,04413F-HRTimeline
Hofer & Associates. Inc176,056$16.1M10.08%+18,35713F-HRTimeline
FAGAN ASSOCIATES, INC.175,839$16.1M2.49%+14,80013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth174,655$16M0.03%+11,67513F-HRTimelineGroup
Aptus Capital Advisors, LLC173,545$15.9M0.16%+7,87413F-HRTimeline
Aurora Investment Managers, LLC.173,036$15.9M9.6%+11,96013F-HRTimeline
Atria Investments, Inc171,447$15.7M0.19%-61,05213F-HRTimeline
DT Investment Partners, LLC171,334$15.7M1.41%+4,12913F-HRTimeline
Gotham Asset Management, LLC170,850$15.7M0.09%+29,51713F-HRTimeline
Kohmann Bosshard Financial Services, LLC168,842$15.5M1.73%+1,36013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding168,568$15.5M-138,160Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…165,291$15.2M0.34%-9,28213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC164,061$15M1.14%-58,49413F-HRTimeline
Strategic Financial Concepts, LLC162,955$14.9M2.1%-47,53013F-HRTimeline
Transce3nd, LLC162,755$14.9M6.3%-16,82813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC161,603$14.8M8.13%+31,05113F-HRTimeline
Clearstead Trust, LLC161,450$14.8M2.8%-10,54413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC161,297$14.8M4.73%-43,26313F-HRTimeline
JBR Co Financial Management Inc161,188$14.8M7.3%+83,84913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC160,440$14.7M0.01%+83,18013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP159,424$14.6M1.34%-75713F-HRTimelineGroup
Virtue Capital Management, LLC158,193$14.5M2.67%-119,41613F-HRTimeline
Ranch Capital Advisors Inc.156,820$14.4M6.24%+12,02313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC156,282$14.3M0.4%+43,14113F-HRTimeline
CoreCap Advisors, LLC155,605$14.3M0.57%-44,18413F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC153,481$14.1M3.19%+16,47613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC153,129$14M0.67%-7,93913F-HRTimeline
ENTREWEALTH, LLC150,819$13.8M9.57%-10,82813F-HRTimeline
J2 Capital Management Inc149,493$13.7M10.93%+18,44613F-HRTimeline
Clarkston Capital Partners, LLC147,783$13.6M0.29%-105,39313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC146,583$13.4M4.11%+74,23313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…143,414$13.2M2.16%+64,17513F-HRTimeline
Rareview Capital LLC142,193$13M8.23%+31,55313F-HRTimeline
NorthRock Partners, LLC141,734$13M0.34%+1,98713F-HR/ATimeline
MARSHFIELD ASSOCIATES139,663$12.8M0.26%+7,62113F-HRTimeline
Fiduciary Alliance LLC138,363$12.7M0.95%+26,75113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.136,913$12.5M2.3%-134,22613F-HRTimeline
CapWealth Advisors, LLC136,272$12.5M1.23%+33,65513F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC135,585$12.4M2.02%013F-HRTimelineGroup
Quantinno Capital Management LP135,311$12.4M0.05%+120,54013F-HRTimeline
Parkwood LLC135,170$12.4M1.14%+97,41813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP134,824$12.4M4.85%13F-HRTimeline
Lunt Capital Management, Inc.133,892$12.3M4.7%+104,69413F-HRTimeline
MOKAN Wealth Management Inc.133,456$12.2M6.84%+10,60913F-HRTimeline
High Note Wealth, LLC131,539$12.1M2.76%+131,31413F-HRTimeline
Saiph Capital, LLC131,471$12.1M4.7%-3,23113F-HRTimeline
WCG Wealth Advisors LLC131,297$12M0.78%+42,65213F-HRTimeline
Strategic Wealth Investment Group, LLC131,210$12M17.43%+6,35513F-HRTimeline
Tactive Advisors, LLC131,203$12M3.89%13F-HRTimeline
Malaga Cove Capital, LLC131,153$12M4.73%+15,62413F-HRTimeline
CALTON & ASSOCIATES, INC.128,739$11.8M2.04%+98,13613F-HRTimeline
Prairie Sky Financial Group LLC126,677$11.6M6.39%+97,43913F-HRTimeline
Norris Financial Group, LLC126,244$11.6M4.74%-29,47513F-HRTimeline
Treasure Coast Financial Planning125,311$11.5M6.7%+2,84613F-HRTimeline
Ramiah Investment Group124,960$11.5M12.34%+93,22113F-HRTimeline
Capital Wealth Alliance, LLC124,063$11.4M6.12%+30,22113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP123,000$11.3M0.45%-2,689,45813F-HRTimeline
Precision Wealth Strategies, LLC122,994$11.3M3.66%new13F-HRTimeline
FSC Wealth Advisors, LLC121,248$11.1M7.02%+14913F-HR/ATimeline
Signal Advisors Wealth, LLC120,712$11.1M0.87%-31,23213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP120,692$11.1M0.01%+60,62313F-HR/ATimelineGroup
Lumbard & Kellner, LLC120,386$11M4.81%+43,49313F-HRTimeline
PFG Investments, LLC119,888$11M0.64%+3,72313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC118,652$10.9M0.14%-181,34813F-HRTimeline
GM Advisory Group, LLC117,757$10.8M0.53%-78713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC117,516$10.8M1.71%-7,71613F-HRTimeline
Beaumont Financial Advisors, LLC116,509$10.7M0.77%+59,24313F-HRTimeline
Beacon Pointe Advisors, LLC115,876$10.6M0.11%-11,05413F-HRTimeline
Vivid Wealth Management, LLC114,858$10.5M4.63%+9013F-HRTimeline
Everstar Asset Management, LLC114,732$10.5M6.42%+8,30613F-HRTimeline
CIBC WORLD MARKET INC.112,581$10.3M0.02%+21,47813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC112,383$10.3M2.18%+100,45113F-HRTimeline
SLT Holdings LLC112,203$10.3M7.67%-4,82413F-HRTimeline
Hilton Capital Management, LLC110,958$10.2M0.81%+5,21413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC110,684$10.2M3.92%+69,15213F-HRTimeline
Epoch Investment Partners, Inc.110,214$10.1M0.05%+16,98313F-HRTimeline
IPG Investment Advisors LLC109,342$10M1.96%-10,82413F-HRTimeline
Geneos Wealth Management Inc.107,232$9.84M0.24%-93,90113F-HRTimeline
Ryan Investment Management, Inc.107,175$9.83M6.28%13F-HRTimeline
Csenge Advisory Group106,457$9.77M0.51%-68,70713F-HRTimeline
RIA Advisory Group LLC106,460$9.77M2.87%-7,48013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC106,432$9.76M0.87%+10,49313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp106,238$9.75M0.58%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS106,047$9.73M0.01%+102,63213F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV105,392$9.67M3.09%+95,87313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP104,916$9.62M0.01%+19,81113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED103,614$9.5M0.79%+6,40213F-HRTimeline
JT Stratford LLC103,225$9.47M1.43%+78,40113F-HRTimeline
IFG Advisory, LLC102,794$9.43M0.47%+7,97113F-HRTimeline
DAVENPORT & Co LLC102,695$9.42M0.05%+21,13213F-HRTimeline
PRIVATE MANAGEMENT GROUP INC102,287$9.38M0.3%-3,35713F-HRTimeline
Graves Light Lenhart Wealth, Inc.101,650$9.32M1.11%-19,80513F-HRTimeline
NAPA WEALTH MANAGEMENT101,550$9.32M4.46%new13F-HRTimeline
Arkadios Wealth Advisors100,118$9.18M0.28%+25,45413F-HRTimeline
Palogic Value Management, L.P.100,098$9.18M3.86%013F-HRTimeline
Capital Advisors, Ltd. LLC99,776$9.15M1.13%+8,90913F-HRTimeline
GTS SECURITIES LLC99,364$9.11M0.41%-117,02313F-HRTimeline
GUIDANCE CAPITAL, INC99,003$9.06M2.58%+1,77913F-HRTimeline
Elevation Capital Advisory, LLC98,402$9.03M3.62%+3,55113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC98,079$9M0.8%+33,25113F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding96,668$8.87M+17,190Timeline
Worth Asset Management, LLC95,520$8.76M4.32%-61,24013F-HRTimeline
NewEdge Wealth, LLC95,266$8.72M0.14%new13F-HRTimeline
Boomfish Wealth Group, LLC94,574$8.68M5.01%-6,48413F-HRTimeline
Smart Money Group LLC94,525$8.67M2.72%-5213F-HRTimeline
GenTrust, LLC94,458$8.66M0.41%-28,31313F-HRTimeline
Raub Brock Capital Management LP93,530$8.58M1.87%+40,39613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP92,885$8.52M0.01%-121,29413F-HRTimeline
One Day In July LLC89,683$8.23M0.75%+4,92413F-HRTimeline
Donald L. Hagan, LLC89,603$8.22M4.1%+1,09013F-HRTimeline
BEAM WEALTH ADVISORS, INC.89,428$8.2M2.44%+14,86913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\88,981$8.16M0.01%+81,84913F-HRTimelineGroup
Balefire, LLC88,595$8.13M1.77%+39,25613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…87,702$8.04M5.85%+7,55813F-HRTimelineGroup
Legacy Capital Group California, Inc.87,555$8.03M2.23%+19,83313F-HRTimeline
Sargent Investment Group, LLC87,297$7.99M1.08%-4,50313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC86,487$7.93M0.01%+11,60013F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.86,416$7.93M6.1%+36513F-HRTimeline
Trilogy Capital Inc.85,951$7.88M0.38%-475,92413F-HRTimeline
Westmount Partners, LLC84,535$7.75M2.13%+25,43213F-HRTimeline
Lakewood Asset Management LLC84,383$7.74M5.17%-13,77513F-HRTimeline
Guild Investment Management, Inc.84,047$7.71M6.7%-23,50513F-HRTimeline
SYNOVUS FINANCIAL CORP83,862$7.7M0.09%-80413F-HRTimeline
Legacy Investment Solutions, LLC83,849$7.69M4.07%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…83,849$7.69M4.07%-31,89713F-HRTimelineGroup
Teca Partners, LP83,178$7.63M5.33%+10,83013F-HRTimeline
Founders Financial Alliance, LLC82,818$7.6M1.73%+10,66413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC82,890$7.58M1.25%+5,75013F-HRTimelineGroup
Focused Wealth Management, Inc82,598$7.58M0.92%-95,15613F-HRTimeline
Sierra Legacy Group82,455$7.56M5.87%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/81,856$7.51M0.01%-279,05713F-HR/ATimelineGroup
NDWM LLC81,660$7.49M5.49%-36,23313F-HRTimeline
Compass Financial Services Inc80,948$7.43M3.6%+6,54813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…80,802$7.41M2.32%+7,51913F-HRTimeline
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC80,725$7.41M0.4%new13F-HRTimelineGroup
West Financial Advisors, LLC80,337$7.37M1.28%-63413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC80,250$7.36M0.09%-42,54513F-HRTimelineGroup
AMI ASSET MANAGEMENT CORP80,105$7.35M0.42%+54,12813F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…79,995$7.34M<0.01%+12,79213F-HRTimelineGroup
Blume Capital Management, Inc.79,923$7.33M1.49%+48,55213F-HRTimeline
SFI Advisors, LLC79,751$7.32M5.06%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC79,650$7.31M0.71%-315,21313F-HRTimeline
Sovran Advisors, LLC78,959$7.23M0.76%-20,72413F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…78,492$7.2M0.34%-65813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.78,321$7.18M3.42%+1,69513F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC78,020$7.16M5.46%+7513F-HRTimeline
Professional Financial Advisors, LLC77,146$7.08M1.64%+5,45213F-HRTimeline
Hedeker Wealth, LLC77,000$7.06M1.65%-7,26813F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC76,144$6.98M4.62%-56113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.76,068$6.98M1.86%+48,64513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC75,769$6.95M3.19%-1,59213F-HRTimeline
DSG Capital Advisors, LLC75,382$6.91M1.23%-11,32913F-HRTimeline
AE Wealth Management LLC75,359$6.91M0.05%-13,67613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding75,366$6.9M-7,552Timeline
Herold Advisors, Inc.75,161$6.89M1.45%new13F-HRTimeline
Long Run Wealth Advisors, LLC75,020$6.88M1.44%+18,67513F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC74,702$6.85M1.87%-37,11613F-HRTimeline
Gibbs Wealth Management74,372$6.82M1.31%+60,26413F-HRTimeline
GFI Investment Counsel Ltd.73,846$6.77M0.74%+4,40013F-HRTimeline
MCF Advisors LLC72,985$6.69M0.44%-40,08113F-HRTimeline
Meridian Wealth Management, LLC72,887$6.69M0.29%+21613F-HRTimeline
Humankind Investments LLC72,500$6.65M1.62%+54,50013F-HRTimeline
Greenfield Seitz Capital Management, LLC71,901$6.6M2.33%-8,82113F-HRTimeline
Legacy Capital Wealth Partners, LLC71,633$6.57M1.5%+56,94613F-HRTimeline
G&S Capital LLC71,619$6.57M2.6%-14,01013F-HRTimeline
Wheelhouse Advisory Group LLC70,969$6.51M3.21%+2,86813F-HRTimeline
Oliver Luxxe Assets LLC70,576$6.47M1.16%+26,88313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC69,972$6.42M0.01%+6,81813F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC69,802$6.4M2.68%-2,10713F-HRTimeline
WealthTrust Asset Management, LLC68,246$6.26M4.68%+10,02513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.68,631$6.24M0.51%+22,73513F-HRTimelineGroup
Bison Wealth, LLC67,784$6.21M0.49%-22,62813F-HRTimeline
Quartz Partners, LLC66,794$6.13M2.8%+12,72713F-HRTimeline
October Effect Ltd65,992$6.05M7.3%13F-HRTimeline
CacheTech Inc.65,969$6.05M1.11%+48,89713F-HRTimeline
Strategic Blueprint, LLC65,408$6M0.29%-3,47113F-HRTimeline
Jordan Park Group LLC65,247$5.99M0.39%-3,21813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC65,070$5.97M0.03%new13F-HRTimelineGroup
Merit Financial Group, LLC65,014$5.96M0.07%+34,06213F-HRTimeline
Forza Wealth Management, LLC64,883$5.95M2.44%-1,29013F-HRTimeline
TKG Advisors, LLC64,544$5.92M2.65%-13,02613F-HRTimeline
CPR Investments Inc.64,466$5.91M4.59%-15,73013F-HRTimeline
J.W. COLE ADVISORS, INC.63,948$5.87M0.12%+37,94013F-HRTimeline
Horizon Investments, LLC64,281$5.86M0.09%-5,04013F-HRTimeline
Genus Capital Management Inc.63,626$5.84M0.74%-30,63213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,581$5.83M0.01%-128,14513F-HR/ATimelineGroup
CHOREO, LLC63,173$5.79M0.08%-6,69613F-HRTimeline
Bridgewealth Advisory Group, LLC63,152$5.79M1.47%+57,84213F-HRTimeline
Clear Creek Financial Management, LLC63,014$5.78M0.55%-164,91913F-HRTimeline
Fjell Capital, LLC62,779$5.76M5.34%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC62,899$5.75M1.04%-8,49713F-HRTimeline
Clarity Financial LLC62,626$5.74M0.62%+20,60213F-HRTimeline
First International Bank & Trust61,870$5.68M1.97%-7,44813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.61,857$5.67M0.69%new13F-HRTimeline
Wellspring Financial Advisors, LLC61,737$5.66M0.57%-313F-HRTimeline
Hershey Financial Advisers, LLC61,015$5.6M5.01%13F-HRTimeline
Caitlin John, LLC60,643$5.56M5.07%-3,86913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC60,541$5.55M2.16%-71513F-HRTimeline
Baring Financial LLC60,128$5.52M4.12%+22913F-HRTimeline
Pathway Financial Advisors LLC59,988$5.5M0.81%-1,06413F-HRTimeline