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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
Mid-American Wealth Advisory Group, Inc.54,019$4.94M2.9%new13F-HRTimeline
Unison Advisors LLC53,026$4.85M0.58%-2,73713F-HRTimeline
Net Worth Advisory Group52,995$4.85M1.47%+4,18213F-HRTimeline
GPS Wealth Strategies Group, LLC52,134$4.77M0.61%+51,86313F-HRTimeline
J.Safra Asset Management Corp51,910$4.75M0.39%+80013F-HRTimeline
CMC Financial Group51,890$4.74M10.12%-13,67213F-HRTimeline
Perennial Investment Advisors, LLC51,459$4.71M0.55%-87013F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…51,200$4.68M<0.01%-54,36813F-HRTimelineGroup
Maridea Wealth Management LLC51,164$4.68M1.51%13F-HRTimeline
Stokes Family Office, LLC51,084$4.67M0.5%-65913F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…50,926$4.66M0.23%+4,25913F-HRTimeline
Vickerman Investment Advisors, Inc.50,457$4.61M1.25%+79713F-HRTimeline
Horizon Investments, LLC50,369$4.59M0.13%-1,53613F-HRTimeline
Intrepid Financial Planning Group LLC50,171$4.59M1.94%-3,50713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP50,135$4.58M0.34%+31,65013F-HRTimeline
WealthTrust Asset Management, LLC49,833$4.56M3.27%+26,45013F-HRTimeline
SCOTIA CAPITAL INC.48,810$4.46M0.02%+6,25313F-HRTimeline
Raleigh Capital Management Inc.48,339$4.42M1.7%+24,42713F-HRTimeline
Sovereign Investment Advisors, LLC47,904$4.38M1.3%+75113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.47,733$4.36M2.13%+9,56013F-HRTimeline
Baring Financial LLC47,594$4.35M3.88%13F-HRTimeline
Naviter Wealth, LLC47,073$4.3M0.52%new13F-HRTimeline
Focus Financial Network, Inc.46,586$4.26M0.17%+4,12213F-HRTimeline
Climber Capital SA69,050$4.23M3.48%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…45,831$4.19M0.06%+3,56613F-HRTimelineGroup
RDA Financial Network45,799$4.19M1.22%+28,37913F-HRTimeline
Patten Group, Inc.45,650$4.17M0.92%+16,38813F-HRTimeline
CIM, LLC45,595$4.17M0.59%+96213F-HRTimeline
Prime Capital Investment Advisors, LLC45,421$4.15M0.06%-50213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…44,927$4.11M1.52%-7,67513F-HRTimeline
Wealthspire Advisors, LLC44,881$4.1M0.04%+7813F-HRTimeline
Leading Edge Financial Planning LLC44,869$4.1M1.35%-55,69513F-HRTimeline
Long Run Wealth Advisors, LLC44,757$4.09M0.98%-4,56513F-HRTimeline
Balboa Wealth Partners44,535$4.07M0.93%+10,28013F-HRTimeline
GAMMA Investing LLC44,426$4.06M0.35%+15,99813F-HRTimeline
Quartz Partners, LLC44,287$4.05M2.46%-24313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC44,193$4.04M0.11%13F-HRTimeline
SMITH, MOORE & CO.43,650$3.99M0.36%-5,57913F-HRTimeline
WIN ADVISORS, INC43,620$3.99M1.93%new13F-HRTimeline
First Financial Bankshares Inc43,601$3.99M0.09%-59,67613F-HRTimeline
Core Wealth Partners LLC43,434$3.97M2.28%+6,21813F-HRTimeline
Moment Partners, LLC43,198$3.95M0.75%13F-HRTimeline
Ridgeline Wealth, LLC43,088$3.94M3.21%13F-HRTimeline
SP Asset Management LLC42,921$3.92M0.33%+4,74613F-HRTimeline
Sowell Financial Services LLC42,485$3.88M0.2%-6,37713F-HRTimeline
Sage Mountain Advisors LLC42,377$3.87M0.28%-5,15613F-HRTimeline
National Wealth Management Group, LLC42,076$3.85M2.56%-21,52013F-HRTimeline
PFW Advisors LLC41,259$3.77M1.16%13F-HRTimeline
WealthTrak Capital Management LLC41,256$3.77M3.19%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.41,174$3.76M0.01%+16,52413F-HRTimelineGroup
Phil A. Younker & Associates, Ltd.41,046$3.75M3.75%13F-HRTimeline
Humankind Investments LLC41,000$3.75M0.95%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co40,952$3.74M<0.01%-3,03613F-HRTimelineGroup
WEDBUSH SECURITIES INC40,622$3.71M0.13%-3,31313F-HRTimeline
Tennessee Valley Asset Management Partn…40,564$3.71M0.62%+24,26813F-HRTimeline
Savior LLC40,539$3.71M21.24%-53713F-HRTimeline
Pine Valley Investments Ltd Liability Co40,410$3.69M0.24%+17,03513F-HRTimeline
Sicart Associates LLC40,269$3.68M1.32%-2,20013F-HRTimeline
Hardman Johnston Global Advisors LLC40,000$3.66M0.15%+13,00013F-HRTimeline
Lunt Capital Management, Inc.39,743$3.63M1.41%+20,80213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding39,510$3.61M+13,242Timeline
Aviance Capital Partners, LLC39,364$3.6M0.5%+14,25313F-HRTimeline
KG Capital Management39,097$3.57M1.15%+40613F-HRTimeline
VISTA INVESTMENT MANAGEMENT38,935$3.56M1.35%-4,42213F-HRTimeline
SVB WEALTH LLC38,076$3.48M0.07%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC37,799$3.46M0.02%+1,05313F-HRTimelineGroup
Independent Wealth Network Inc.37,705$3.45M1.4%+15,03913F-HRTimeline
Family Manage LLC37,371$3.42M0.55%-3,03013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC37,025$3.39M0.09%+1,81713F-HRTimeline
IPG Investment Advisors LLC37,017$3.38M0.77%+1,19713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC36,318$3.32M0.08%+10,03913F-HRTimelineGroup
Blume Capital Management, Inc.36,207$3.31M0.74%new13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC36,041$3.3M3.51%13F-HRTimeline
Curi Capital, LLC35,533$3.25M0.07%-3,02913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,531$3.25M0.05%-12,01813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…35,247$3.23M0.18%+47413F-HRTimeline
Upper Left Wealth Management, LLC35,246$3.22M2.76%+10113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,235$3.22M0.07%+8,25613F-HRTimelineGroup
Kopion Asset Management, LLCin group Kopion Asset Management, LLC35,116$3.21M2.25%+5,65213F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC34,720$3.17M0.27%+13,02013F-HRTimeline
Goldstream Capital Management Ltd34,720$3.17M1.35%+13,02013F-HRTimeline
Stephens Consulting, LLC34,638$3.17M0.79%+1,41313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,615$3.16M<0.01%+4,17513F-HRTimelineGroup
PRIVATE TRUST CO NA34,440$3.15M0.32%+3,02813F-HRTimeline
Beacon Bank & Trust34,099$3.12M0.72%+14,72313F-HRTimeline
Thompson David Blair33,876$3.1M2.26%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC33,763$3.09M0.07%-11,94413F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding33,645$3.08M+7,042Timeline
Paulson Wealth Management Inc.33,605$3.07M0.84%-9,13713F-HRTimeline
Portfolio Design Labs, LLC32,541$2.98M0.61%+93613F-HRTimeline
PSI Advisors, LLC32,420$2.96M0.88%-2,15613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management32,391$2.96M0.09%-51213F-HRTimelineGroup
Ramiah Investment Group32,237$2.95M2.68%+27,45713F-HRTimeline
MBA Advisors LLC31,837$2.91M1.48%+5,45913F-HRTimeline
Compound Planning, Inc.31,581$2.89M0.15%+12,15013F-HRTimeline
GatePass Capital, LLC31,505$2.88M3.14%13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …31,436$2.87M0.08%+11,17913F-HRTimelineGroup
Strategent Financial, LLC31,427$2.87M2.85%13F-HRTimeline
Crescent Grove Advisors, LLC31,178$2.85M0.28%-51413F-HRTimeline
SFMG, LLC30,933$2.83M0.22%new13F-HRTimeline
Caitlin John, LLC30,820$2.82M1.91%+1,08313F-HRTimeline
PETRA FINANCIAL ADVISORS INC30,771$2.81M1.91%+12,01313F-HRTimeline
Tillman Hartley LLC30,453$2.78M0.8%+1,21213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD30,212$2.76M0.05%+2,40213F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG30,000$2.74M0.05%013F-HRTimelineGroup
Snowden Capital Advisors LLC29,889$2.73M0.08%+3,46813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…29,742$2.72M0.23%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,585$2.7M<0.01%+4,59013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,580$2.7M0.08%+2,29213F-HRTimelineGroup
Revisor Wealth Management LLC29,548$2.7M2.49%-17,31113F-HRTimeline
Richard W. Paul & Associates, LLC29,435$2.69M0.98%-2,33213F-HRTimeline
Continuum Advisory, LLC29,327$2.68M0.34%+2,60813F-HRTimeline
Prairie Sky Financial Group LLC29,239$2.67M1.64%-6,30313F-HRTimeline
CHANNEL WEALTH LLC29,140$2.66M0.87%-41,83813F-HRTimeline
PECAUT & CO.29,093$2.66M0.92%+9,34313F-HRTimeline
Alhambra Investment Management LLC28,984$2.65M1.36%+2,78113F-HRTimeline
Boston Standard Wealth Management, LLC28,948$2.65M0.51%-3,42613F-HRTimeline
Falcon Wealth Planning28,857$2.64M0.29%-27,43713F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC28,141$2.57M0.36%-3,19813F-HRTimeline
Ethos Financial Group, LLC28,056$2.57M0.33%+1,04913F-HRTimeline
Sound Income Strategies, LLC28,000$2.56M0.16%-3,94613F-HRTimeline
Tevis Investment Management27,994$2.56M1.9%+7,31013F-HRTimeline
Beaumont Financial Advisors, LLC27,895$2.55M0.19%+5,75913F-HRTimeline
Elm Partners Management LLC27,787$2.54M0.17%-4,49213F-HRTimeline
Rareview Capital LLC27,619$2.54M1.83%new13F-HRTimeline
Western Wealth Management, LLC27,644$2.53M0.16%+93113F-HR/ATimeline
B.O.S.S. Retirement Advisors, LLC27,539$2.52M0.7%+21,23913F-HRTimeline
Shore Point Advisors, LLC27,451$2.51M1.35%+5,88913F-HRTimeline
Nova R Wealth, Inc.27,372$2.5M1.26%new13F-HRTimeline
EASTERN BANK27,190$2.49M0.05%-5,53913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC27,078$2.48M1.72%-31,05513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC26,994$2.47M1.33%-45,96313F-HRTimeline
HEADINVEST, LLC26,670$2.44M0.46%+10,39013F-HRTimeline
Lokken Investment Group LLC26,412$2.41M1.04%+34513F-HRTimeline
Modera Wealth Management, LLC26,386$2.41M0.03%+23,54213F-HRTimeline
J.W. COLE ADVISORS, INC.26,336$2.41M0.1%+13,88013F-HRTimeline
1834 INVESTMENT ADVISORS CO26,273$2.4M0.3%+13,51813F-HRTimeline
LongView Asset Management LLC26,210$2.4M2.09%13F-HRTimeline
One Day In July LLC26,160$2.39M0.25%-13,56013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC25,910$2.37M0.1%-3,75513F-HRTimeline
Oxford Wealth Group, LLC25,840$2.36M1.53%-30,74013F-HRTimeline
Biltmore Wealth Management, LLC25,779$2.36M0.98%+32313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,718$2.35M0.18%-34,34113F-HRTimeline
FULLCIRCLE WEALTH LLC25,552$2.34M0.96%+12,21513F-HRTimeline
J. W. Coons Advisors, LLC25,478$2.33M0.6%013F-HRTimeline
Prosperity Consulting Group, LLC25,443$2.33M0.18%+14,70213F-HRTimeline
Graypoint LLC25,403$2.32M0.14%+2,40713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC25,030$2.29M0.42%-87113F-HRTimeline
Latitude Advisors, LLC24,992$2.29M1.29%+22,65513F-HRTimeline
RWA WEALTH PARTNERS, LLC24,861$2.27M0.03%-2,83513F-HRTimeline
Ausdal Financial Partners, Inc.24,300$2.22M0.19%-181,82613F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.24,196$2.22M1.02%+5,44413F-HRTimeline
Discipline Wealth Solutions, LLC23,982$2.19M1.02%+7,58913F-HRTimeline
Beacon Wealthcare LLC23,519$2.15M0.87%+3,17613F-HRTimeline
GK Wealth Management LLC23,329$2.13M2.7%13F-HRTimeline
Tranquilli Financial Advisor LLC23,246$2.13M1.35%+5,58313F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding23,126$2.11M-1,493Timeline
STEEL GROVE CAPITAL ADVISORS, LLC23,067$2.11M0.3%+1,68113F-HRTimeline
SkyOak Wealth, LLC22,623$2.07M0.44%+22913F-HRTimeline
Van Hulzen Asset Management, LLC22,615$2.07M0.15%+8,63813F-HRTimeline
Innova Wealth Partners22,583$2.06M1.3%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC22,551$2.06M0.15%+10,13313F-HRTimelineGroup
AlphaQ Advisors LLC22,443$2.05M5.61%-9,46913F-HRTimeline
ZEGA Investments, LLC22,335$2.05M0.61%13F-HRTimeline
Good Life Advisors, LLC22,068$2.02M0.15%-37,79413F-HRTimeline
Quadcap Wealth Management, LLC22,043$2.02M0.3%+8,79413F-HRTimeline
Five Pine Wealth Management22,026$2.01M1.7%13F-HRTimeline
CERTUITY, LLC21,990$2.01M0.22%-16,37313F-HRTimeline
HARBOUR INVESTMENTS, INC.21,969$2.01M0.06%+4,76413F-HRTimeline
Arkadios Wealth Advisors21,868$2M0.11%+1,15013F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC21,596$1.97M1.25%13F-HRTimeline
Raub Brock Capital Management LP21,586$1.97M0.42%+42013F-HRTimeline
44 WEALTH MANAGEMENT LLC21,583$1.97M0.76%-1,33813F-HRTimeline
Richmond Investment Services, LLC21,384$1.96M1.1%13F-HRTimeline
Oliver Luxxe Assets LLC21,233$1.95M0.35%013F-HR/ATimeline
LPWM LLC21,210$1.94M0.62%+14,51813F-HRTimeline
Empower Advisory Group, LLC21,205$1.94M0.01%+13,79913F-HRTimeline
Reyes Financial Architecture, Inc.21,017$1.92M1.51%13F-HRTimeline
ACAS, LLC20,628$1.89M1.4%+17,91113F-HRTimeline
REBALANCE, LLC20,616$1.88M0.14%+14,65813F-HRTimeline
Peak Asset Management, LLC20,424$1.87M0.35%-1,68413F-HRTimeline
Merit Financial Group, LLC20,314$1.86M0.03%+3,76913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,186$1.85M0.08%+2,64413F-HRTimelineGroup
PORTLAND INVESTMENT COUNSEL INC.20,038$1.83M0.47%+8,57113F-HRTimeline
FLC Capital Advisors19,799$1.81M0.42%-2,08813F-HRTimeline
HFG Advisors, Inc.19,773$1.81M1.58%+8,06913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\19,390$1.77M<0.01%+5,46613F-HR/ATimelineGroup
HOWARD FINANCIAL SERVICES, LTD.19,321$1.77M0.24%-1,98713F-HRTimeline
New Century Financial Group, LLC19,132$1.75M0.74%+64913F-HRTimeline
Austin Private Wealth, LLC18,905$1.73M0.16%+11,51413F-HRTimeline
Vertex Planning Partners, LLC18,737$1.71M0.38%+8,21313F-HRTimeline
Client First Investment Management LLC18,726$1.71M1.1%+2,17713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC18,640$1.7M0.16%-1,86713F-HRTimeline
Collier Financial18,338$1.68M1.5%13F-HRTimeline
Willow Creek Wealth Management Inc.18,108$1.66M0.17%-48,75513F-HRTimeline
Aveo Capital Partners, LLC18,019$1.65M0.18%+29513F-HRTimeline
Cornerstone Planning, LLC17,965$1.64M0.63%13F-HRTimeline
Values First Advisors, Inc.17,946$1.64M0.9%-1,82213F-HRTimeline
Heritage Wealth Partners, LLC17,938$1.64M2.06%-11,82113F-HRTimeline
Souders Financial Advisors17,569$1.61M0.22%+4,21713F-HRTimeline