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Disclosery

BIL SPDR SERIES TRUST

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SHS (fund)

1,228 managers (1,244 13F filers) reported a position in BIL shares at 2025-12-31, 243,825,692 shares in all. 98 filers opened a position and 106 filers sold out during the quarter.

Managers
1,228
13F filers
1,244
New
98
Added
512
Reduced
465
Sold out
106
Shares held by filers
243,825,692

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Asset One Wealth Management LLC171,447$15.7M2.15%13F-HRTimeline
Family Manage LLC170,689$15.6M1.97%+142,40413F-HRTimeline
HighPoint Advisor Group LLC170,323$15.6M0.34%new13F-HRTimeline
Montis Financial, LLC169,300$15.5M3.06%+141,82513F-HRTimeline
YACKTMAN ASSET MANAGEMENT LP167,893$15.3M0.21%new13F-HRTimeline
Spectrum Planning & Advisory Services I…165,108$15.1M7.76%+101,45413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.162,908$14.9M2.55%-3,00613F-HRTimeline
Fortis Capital Advisors, LLC162,248$14.8M2.19%+29,22413F-HRTimeline
MARATHON CAPITAL MANAGEMENT161,415$14.8M3.17%+38,84213F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC161,262$14.7M1.78%-37,50213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC161,112$14.7M3.54%+29,32713F-HRTimeline
B & T Capital Management DBA Alpha Capi…160,294$14.6M2.06%-114,30013F-HRTimeline
Fiduciary Alliance LLC159,997$14.6M0.96%+9,54113F-HRTimeline
ALTFEST L J & CO INC159,389$14.6M1.59%+47,23013F-HRTimeline
Vivid Wealth Management, LLC159,088$14.5M5.65%+9,98913F-HRTimeline
MGO ONE SEVEN LLC158,822$14.5M0.3%-54,41213F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC157,737$14.4M3.04%+3,68013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC156,612$14.3M0.84%+8,13513F-HRTimeline
Empowered Funds, LLC155,033$14.2M0.24%+140,55013F-HR/ATimeline
Lumbard & Kellner, LLC153,870$14.1M4.92%-20,01613F-HRTimeline
MOKAN Wealth Management Inc.153,076$14M6.21%+14,81413F-HRTimeline
St. Louis Financial Planners Asset Mana…152,474$13.9M8.56%-247,86713F-HRTimeline
Summit Financial, LLC152,425$13.9M0.2%+35,95613F-HRTimeline
Clearstead Trust, LLC151,948$13.9M2.19%+28313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC148,850$13.6M0.02%+49,29813F-HRTimelineGroup
Elevation Capital Advisory, LLC148,736$13.6M5.55%+55,42613F-HRTimeline
Strategic Wealth Investment Group, LLC148,461$13.6M1.67%-179,29713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP147,331$13.5M0.02%-33,35313F-HR/ATimelineGroup
Focused Wealth Management, Inc146,806$13.4M1.42%-1,38013F-HRTimeline
Zinnia Wealth Advisory, LLC143,676$13.1M14.2%13F-HRTimeline
Curran Financial Partners, LLC143,618$13.1M2.49%-12,78813F-HRTimeline
J2 Capital Management Inc142,841$13.1M9.52%-80213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC139,969$12.8M0.6%-19,56813F-HRTimeline
Treasure Coast Financial Planning138,527$12.7M6.73%+9,56813F-HRTimeline
ENTREWEALTH, LLC138,263$12.6M5.7%-22,31613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC136,872$12.5M0.1%-3,60613F-HRTimelineGroup
Bleakley Financial Group, LLC136,804$12.5M0.22%-31,71713F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC135,585$12.4M0.93%013F-HR/ATimelineGroup
AllGen Financial Advisors, Inc.135,282$12.4M2.93%+22,83813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC133,825$12.2M1.54%+7,28713F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…133,764$12.2M2.51%13F-HRTimeline
Exit Wealth Advisors, LLC.132,744$12.1M7.17%+58,96013F-HRTimeline
JBR Co Financial Management Inc132,445$12.1M5.07%-72,80613F-HRTimeline
Trek Financial, LLC132,296$12.1M0.7%-9,63013F-HRTimeline
CALTON & ASSOCIATES, INC.131,171$12M1.76%+2,18913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC130,733$11.9M0.27%-13,40213F-HRTimeline
Arkadios Wealth Advisors130,330$11.9M0.24%+3,88813F-HRTimeline
Capital Wealth Alliance, LLC130,125$11.9M5.08%+14,31013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC129,915$11.9M1.67%+67513F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC126,040$11.5M1.88%+18,95013F-HRTimelineGroup
Signal Advisors Wealth, LLC124,877$11.4M0.91%-3,18513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC124,385$11.4M0.13%+12,13913F-HRTimelineGroup
Innovative Advisory Group, LLC124,160$11.3M7.44%-109,54613F-HRTimeline
CapWealth Advisors, LLC122,988$11.2M0.77%+19,73813F-HR/ATimeline
Everstar Asset Management, LLC122,611$11.2M6.01%+15,21413F-HRTimeline
SAX WEALTH ADVISORS, LLC121,814$11.1M0.52%+110,07913F-HRTimeline
Aurora Investment Managers, LLC.121,230$11.1M6.28%-17,41813F-HRTimeline
CoreCap Advisors, LLC120,040$11M0.38%+17,93713F-HRTimeline
J.W. COLE ADVISORS, INC.159,232$10.9M0.27%+73,34713F-HRTimeline
VestGen Advisors, LLC119,622$10.9M0.47%+115,44413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC119,469$10.9M0.73%+7,45713F-HR/ATimeline
GUIDANCE CAPITAL, INC117,240$10.7M2.62%+12,59613F-HRTimeline
Beacon Pointe Advisors, LLC116,009$10.6M0.07%+10,90113F-HRTimeline
GM Advisory Group, LLC115,671$10.6M0.41%-52513F-HRTimeline
PFG Advisors114,810$10.5M0.51%+5,58813F-HRTimeline
Gateway Wealth Partners, LLC113,927$10.4M1.16%-1,92013F-HRTimeline
Guild Investment Management, Inc.113,838$10.4M7.71%+4,30513F-HRTimeline
Modern Wealth Management, LLC113,081$10.3M0.19%-61,38213F-HRTimeline
PFG Investments, LLC111,683$10.2M0.48%-29,21913F-HRTimeline
Lifetime Wealth Management P.C.111,502$10.2M6.4%13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…111,386$10.2M0.25%+111,30213F-HRTimelineGroup
Norris Financial Group, LLC111,241$10.2M3.45%+71913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp111,159$10.2M0.54%+16513F-HRTimelineGroup
Titan Investment Management LLC111,071$10.1M9.25%13F-HRTimeline
BEAM WEALTH ADVISORS, INC.111,062$10.1M2.79%+16,22313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO110,639$10.1M<0.01%-90,67313F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC109,693$10M0.29%+18,60913F-HRTimeline
HANOVER ADVISORS INC109,520$10M3.89%-36,09413F-HRTimeline
Quaker Wealth Management, LLC108,643$9.93M3.15%+1,38413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC108,587$9.92M0.01%+73,22713F-HRTimelineGroup
Pathway Financial Advisors LLC108,496$9.92M1.25%+29,61713F-HRTimeline
Capital Advisors, Ltd. LLC107,504$9.82M1.11%-71,22613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED106,729$9.75M0.66%+4,38013F-HRTimeline
Professional Financial Advisors, LLC105,138$9.61M1.96%+4,85913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP104,852$9.58M0.75%-2,00513F-HRTimelineGroup
JT Stratford LLC104,742$9.57M1.23%-13,92913F-HRTimeline
DAVENPORT & Co LLC103,303$9.44M0.05%-2,55713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…102,768$9.39M0.01%-34,08213F-HRTimelineGroup
HighRoad Wealth Advisors, LLC102,536$9.37M8.95%13F-HRTimeline
Lunt Capital Management, Inc.102,388$9.36M3.5%-9,07413F-HRTimeline
Teucrium Investment Advisors, LLC102,158$9.34M10.25%13F-HRTimeline
Venturi Wealth Management, LLC101,457$9.27M0.41%+15,49213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…101,280$9.25M0.35%-81,80913F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …100,095$9.15M0.07%13F-HR/ATimelineGroup
Alvarez & Marsal Private Wealth Partner…100,000$9.14M1.76%13F-HRTimeline
Precision Wealth Strategies, LLC98,648$9.01M2.92%+64,17213F-HRTimeline
SFI Advisors, LLC97,902$8.95M5.74%+14,74713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC97,204$8.88M0.67%-3,60113F-HRTimeline
TKG Advisors, LLC96,701$8.84M3.56%+18,12013F-HRTimeline
Geneos Wealth Management Inc.96,501$8.82M0.22%+3,29113F-HRTimeline
SLT Holdings LLC96,347$8.8M5.87%-19,69813F-HRTimeline
GenTrust, LLC95,620$8.74M0.38%-8,92913F-HRTimeline
Boomfish Wealth Group, LLC95,218$8.7M4.65%-2,15413F-HRTimeline
Trilogy Capital Inc.94,867$8.67M0.39%-29,36813F-HRTimeline
Malaga Cove Capital, LLC94,483$8.63M2.99%-30,67213F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…94,101$8.6M5.21%-96113F-HRTimelineGroup
Raub Brock Capital Management LP93,861$8.58M1.91%-1,26513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…93,781$8.57M0.41%+38,81613F-HRTimeline
IFG Advisory, LLC93,328$8.53M0.37%-12,71013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC93,306$8.53M2.14%+21,51313F-HRTimeline
G&S Capital LLC92,910$8.49M3%+5,14013F-HRTimeline
Sargent Investment Group, LLC92,778$8.48M1.06%+1,10413F-HRTimeline
Crestwood Advisors Group, LLC92,622$8.46M0.14%+18,59513F-HRTimeline
M Holdings Securities, Inc.91,226$8.34M0.6%new13F-HRTimeline
MCF Advisors LLC91,055$8.32M0.46%+13,28213F-HRTimeline
Greenfield Seitz Capital Management, LLC90,878$8.3M2.72%-61,35013F-HRTimeline
One Day In July LLC90,187$8.24M0.68%-37,16213F-HRTimeline
Simplicity Wealth,LLC88,422$8.08M0.48%+1,22513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding88,229$8.06M+18,715Timeline
AE Wealth Management LLC88,102$8.05M0.05%+1,20613F-HRTimeline
Smart Money Group LLC87,670$8.01M2.34%-7,84413F-HRTimeline
IPG Investment Advisors LLC87,337$7.98M1.4%-2,58013F-HRTimeline
Strategic Wealth Partners, Ltd.87,050$7.95M0.55%+43,08213F-HRTimeline
Hedeker Wealth, LLC87,038$7.95M1.67%+31,45813F-HRTimeline
Kassira Wealth Management LLC86,633$7.92M7.51%-2,40213F-HRTimeline
Legacy Capital Group California, Inc.86,023$7.86M1.9%+1,83513F-HRTimeline
Graves Light Lenhart Wealth, Inc.85,896$7.85M0.83%-11,96113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…85,234$7.79M2.18%-70913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.84,279$7.7M5.64%-84113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC84,225$7.7M0.19%+49,14513F-HRTimelineGroup
NDWM LLC83,598$7.64M5.05%-2,55513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC83,128$7.6M0.13%-24,91913F-HRTimelineGroup
PARAGON CAPITAL MANAGEMENT INC83,106$7.59M5.87%-1,02713F-HRTimeline
Quartz Partners, LLC82,902$7.58M2.82%+17,61013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP82,502$7.54M0.28%+3,82313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.82,293$7.52M3.18%+3,36413F-HRTimeline
Cairn Investment Group, Inc.80,825$7.39M3.51%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC80,588$7.36M1.04%+15,55913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding80,430$7.36M+7,216Timeline
White Lighthouse Investment Management …79,402$7.26M1.01%+76,50013F-HRTimeline
Meridian Wealth Management, LLC79,170$7.23M0.25%+3,05913F-HRTimeline
West Financial Advisors, LLC79,153$7.23M1.22%-4,59013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC78,562$7.18M2.09%-51,12513F-HRTimeline
TWO SIGMA SECURITIES, LLC78,386$7.16M0.98%+69,40313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …77,844$7.11M0.01%new13F-HRTimelineGroup
Procyon Advisors, LLC77,043$7.04M0.35%+39,76913F-HRTimeline
Csenge Advisory Group76,925$7.03M0.32%+2,98113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC76,666$7.01M2.53%-12,62713F-HRTimeline
Park Edge Advisors, LLC76,094$6.95M1.57%-11,86813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC75,581$6.91M0.09%-35,67913F-HRTimeline
Compass Financial Services Inc74,585$6.82M2.94%-48013F-HRTimeline
Genus Capital Management Inc.74,555$6.81M0.79%+13,18413F-HRTimeline
Crescent Grove Advisors, LLC74,174$6.78M0.64%-37,96313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.74,009$6.76M0.41%+30,19513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC73,965$6.76M0.01%+8,27813F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC73,653$6.73M0.74%-110,09613F-HRTimeline
Delta Investment Management, LLC73,497$6.72M1.17%-5,28113F-HRTimeline
Caitlin John, LLC72,422$6.62M4.33%+2,33013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.71,678$6.55M0.73%13F-HRTimeline
RDA Financial Network71,640$6.55M1.58%+7,57813F-HRTimeline
Founders Financial Alliance, LLC71,212$6.51M1.23%+21813F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC71,074$6.49M2.16%+34,57913F-HRTimeline
AdvisorNet Financial, Inc70,853$6.47M0.34%+3,04613F-HRTimeline
WealthTrust Asset Management, LLC70,767$6.47M4.52%+2,03213F-HRTimeline
Investor's Fiduciary Advisor Network, L…70,643$6.46M1.38%+20,60513F-HRTimeline
Reyes Financial Architecture, Inc.70,505$6.44M3.92%-14,15013F-HRTimeline
Gibbs Wealth Management70,000$6.4M1.55%+3,15213F-HRTimeline
Horizon Investments, LLC69,140$6.32M0.08%+2,42913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …68,336$6.24M0.37%-188,98713F-HRTimeline
Baring Financial LLC68,221$6.23M3.8%+86413F-HRTimeline
Long Run Wealth Advisors, LLC67,854$6.2M1.17%-1,48313F-HRTimeline
Wheelhouse Advisory Group LLC67,032$6.12M2.33%-13613F-HRTimeline
PALLADIEM, LLC66,021$6.03M5.72%13F-HRTimeline
1834 INVESTMENT ADVISORS CO65,793$6.01M0.75%+6,19513F-HRTimeline
Forza Wealth Management, LLC65,778$6.01M2.17%+73513F-HRTimeline
SACKS & ASSOCIATES, LLC65,745$6.01M4.41%13F-HRTimeline
Fjell Capital, LLC65,286$5.97M4.57%+2,22713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC65,231$5.96M3.5%+49113F-HRTimeline
Federation des caisses Desjardins du Qu…64,950$5.94M0.02%-242,00413F-HRTimeline
Sovereign Investment Advisors, LLC64,447$5.89M1.47%+15,21213F-HRTimeline
CPR Investments Inc.64,242$5.87M3.94%-1,52313F-HRTimeline
Flatrock Wealth Partners LLC64,131$5.86M2.81%13F-HR/ATimeline
Fortis Capital Management LLC64,070$5.85M0.78%+6,63713F-HRTimeline
PVG ASSET MANAGEMENT CORP64,049$5.85M12.44%new13F-HRTimeline
BAILARD, INC.64,023$5.85M0.13%+18,64413F-HRTimeline
Arax Advisory Partners63,957$5.84M0.17%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC63,831$5.83M0.28%+7,73913F-HRTimeline
TD Waterhouse Canada Inc.63,703$5.82M0.04%+25,30013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.63,130$5.8M2.7%+4,17013F-HRTimeline
Napier Financial, LLC63,340$5.79M1.45%13F-HRTimeline
GFI Investment Counsel Ltd.63,217$5.78M0.62%-1,88813F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC62,884$5.75M0.46%-13,10813F-HRTimeline
Balefire, LLC62,530$5.71M1.11%+7,84513F-HRTimeline
Savvy Advisors, Inc.62,496$5.71M0.18%+1,97913F-HRTimeline
Savior LLC62,480$5.71M20.62%+6,34813F-HRTimeline
Tillman Hartley LLC62,055$5.67M1.42%+10,41813F-HRTimeline
SP Asset Management LLC61,729$5.64M0.45%+11,78813F-HRTimeline
Stirlingshire Investments, Inc.61,576$5.63M4.99%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding61,098$5.58M-14,230Timeline
Palouse Capital Management, Inc.60,652$5.54M3.55%+6,63313F-HRTimeline