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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
Beaumont Financial Advisors, LLC57,266$5.25M0.41%+29,37113F-HRTimeline
Investor's Fiduciary Advisor Network, L…56,444$5.18M2.44%-2,54613F-HRTimeline
Palouse Capital Management, Inc.56,366$5.17M3.53%-3,90513F-HRTimeline
Long Run Wealth Advisors, LLC56,345$5.17M1.17%+11,58813F-HRTimeline
Prime Capital Investment Advisors, LLC56,326$5.17M0.06%+10,90513F-HRTimeline
Clio Asset Management LLC56,282$5.16M4.11%+49,15613F-HRTimeline
Core Wealth Partners LLC56,169$5.15M3%+12,73513F-HRTimeline
Proficio Capital Partners LLC55,710$5.1M0.39%new13F-HRTimeline
Tempus Wealth Planning, LLC55,605$5.1M1.52%-22,08713F-HRTimeline
GPS Wealth Strategies Group, LLC55,377$5.08M0.69%+3,24313F-HRTimeline
J.Safra Asset Management Corp55,326$5.08M0.41%+3,41613F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC54,290$4.98M3.36%+27,21213F-HRTimeline
Quartz Partners, LLC54,067$4.96M3.01%+9,78013F-HRTimeline
Sound Income Strategies, LLC53,332$4.89M0.29%+25,33213F-HRTimeline
Raub Brock Capital Management LP53,134$4.87M1.09%+31,54813F-HRTimeline
Elmwood Wealth Management, Inc.51,742$4.75M1.95%-12,55813F-HRTimeline
Sage Mountain Advisors LLC51,345$4.71M0.35%+8,96813F-HRTimeline
Vishria Bird Financial Group, LLC51,164$4.69M1.59%-14,23613F-HRTimeline
MONECO ADVISORS, LLC50,821$4.66M0.48%-5,73013F-HR/ATimeline
SVB WEALTH LLC49,918$4.58M0.19%+11,84213F-HRTimeline
Unison Advisors LLC49,818$4.57M0.58%-3,20813F-HRTimeline
Perennial Investment Advisors, LLC49,598$4.55M0.51%-1,86113F-HRTimeline
Balefire, LLC49,339$4.53M1.55%-11,36313F-HRTimeline
Intrepid Financial Planning Group LLC49,212$4.51M2.09%-95913F-HRTimeline
VISTA INVESTMENT MANAGEMENT49,154$4.51M1.76%+10,21913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding48,757$4.47M+9,247Timeline
SAGESPRING WEALTH PARTNERS, LLC48,002$4.4M0.11%+3,80913F-HRTimeline
CIM, LLC47,750$4.38M0.65%+2,15513F-HRTimeline
Leading Edge Financial Planning LLC47,723$4.38M1.37%+2,85413F-HRTimeline
Sicart Associates LLC47,682$4.37M1.51%+7,41313F-HRTimeline
Crestwood Advisors Group, LLC47,526$4.36M0.08%-17,87813F-HRTimeline
GAMMA Investing LLC47,112$4.32M0.32%+2,68613F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…46,740$4.29M0.06%+90913F-HRTimelineGroup
Focus Financial Network, Inc.46,669$4.28M0.18%+8313F-HRTimeline
AlphaCore Capital LLC46,515$4.27M0.36%new13F-HRTimeline
Retireful, LLC46,468$4.26M4.06%-15,67913F-HRTimeline
Patten Group, Inc.46,427$4.26M0.98%+77713F-HRTimeline
Accurate Wealth Management, LLC46,100$4.22M0.81%-80,35413F-HRTimeline
Sovereign Investment Advisors, LLC45,941$4.22M1.47%-1,96313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.45,896$4.21M0.39%new13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.45,571$4.18M0.02%+4,39713F-HRTimelineGroup
Maltin Wealth Management, Inc.45,562$4.18M1.96%+31,43113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC45,130$4.14M3.42%-14,77613F-HRTimeline
Choate Investment Advisors45,010$4.13M0.1%-19,95213F-HRTimeline
Wealthspire Advisors, LLC44,881$4.12M0.02%013F-HRTimeline
Freestate Advisors LLC44,139$4.05M4.02%-12,77913F-HRTimeline
Krilogy Financial LLC44,120$4.05M0.26%-12,61213F-HRTimeline
Upper Left Wealth Management, LLC44,100$4.05M2.9%+8,85413F-HRTimeline
SP Asset Management LLC43,804$4.02M0.35%+88313F-HRTimeline
Oliver Luxxe Assets LLC43,693$4.01M0.74%+22,46013F-HRTimeline
Moment Partners, LLC42,893$3.93M0.78%-30513F-HRTimeline
Climber Capital SA76,625$3.9M3.07%+7,57513F-HRTimeline
IFP Advisors, Inc42,206$3.87M0.12%-15,73013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC42,036$3.86M0.5%+13,89513F-HRTimeline
Clarity Financial LLC42,024$3.85M0.44%-27,82413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…41,690$3.82M0.07%new13F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC41,532$3.81M1.67%-140,94413F-HRTimeline
Tennessee Valley Asset Management Partn…41,528$3.81M0.62%+96413F-HRTimeline
Foguth Wealth Management, LLC.41,078$3.77M0.91%new13F-HRTimeline
WEDBUSH SECURITIES INC40,842$3.75M0.14%+22013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC40,364$3.7M0.08%+4,04613F-HRTimelineGroup
Coyle Financial Counsel LLC39,798$3.65M1.11%+22,42113F-HRTimeline
Beacon Wealthcare LLC39,529$3.63M1.47%+16,01013F-HRTimeline
Savior LLC39,352$3.61M21.69%-1,18713F-HRTimeline
RDA Financial Network39,305$3.61M1.08%-6,49413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…38,917$3.56M1.47%-6,01013F-HRTimeline
Pine Valley Investments Ltd Liability Co38,839$3.56M0.23%-1,57113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding38,766$3.55M-30,006Timeline
SMITH, MOORE & CO.38,214$3.51M0.32%-5,43613F-HRTimeline
Parkwood LLC37,752$3.46M0.34%-77,64813F-HRTimeline
KG Capital Management37,526$3.44M1.12%-1,57113F-HRTimeline
Revisor Wealth Management LLC37,416$3.43M1.53%+7,86813F-HRTimeline
DBK Financial Counsel, LLC37,405$3.43M3.44%-106,79113F-HRTimeline
Western Wealth Management, LLC37,257$3.42M0.23%+9,61313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co37,224$3.41M<0.01%-3,72813F-HR/ATimelineGroup
CERTUITY, LLC37,016$3.4M0.36%+15,02613F-HRTimeline
Boston Standard Wealth Management, LLC36,834$3.38M0.74%+7,88613F-HRTimeline
Cornerstone Investment Partners, LLC36,588$3.36M0.16%-157,53613F-HRTimeline
Family Manage LLC36,112$3.31M0.55%-1,25913F-HRTimeline
Vickerman Investment Advisors, Inc.36,058$3.31M0.75%-14,39913F-HRTimeline
Stephens Consulting, LLC36,027$3.3M0.83%+1,38913F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC35,603$3.27M3.38%-43813F-HRTimeline
PRIVATE TRUST CO NA35,368$3.24M0.33%+92813F-HRTimeline
Aspire Private Capital, LLC35,359$3.24M0.81%-30,54313F-HRTimeline
AlphaQ Advisors LLC35,144$3.22M7.73%+12,70113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,235$3.22M0.07%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management35,066$3.22M0.1%+2,67513F-HRTimelineGroup
MBA Advisors LLC35,065$3.22M1.59%+3,22813F-HRTimeline
MN Wealth Advisors, LLC34,900$3.2M1.88%-31,55213F-HRTimeline
Strategent Financial, LLC34,772$3.19M2.89%+3,34513F-HRTimeline
Compound Planning, Inc.34,684$3.18M0.15%+3,10313F-HRTimeline
PVG ASSET MANAGEMENT CORP34,618$3.18M13.82%+28,63613F-HRTimeline
Beacon Bank & Trust34,549$3.17M0.77%+45013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC34,122$3.13M0.09%-2,90313F-HRTimeline
Sharkey, Howes & Javer34,008$3.12M0.45%+16,54513F-HRTimeline
GatePass Capital, LLC33,690$3.09M2.31%+2,18513F-HRTimeline
Innova Wealth Partners33,614$3.08M1.91%+11,03113F-HRTimeline
GK Wealth Management LLC33,429$3.07M3.83%+10,10013F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,365$3.06M0.02%-4,43413F-HRTimelineGroup
BAILARD, INC.33,289$3.05M0.08%+16,89513F-HRTimeline
Tillman Hartley LLC32,926$3.02M0.88%+2,47313F-HRTimeline
Encompass More Asset Management32,874$3.02M0.9%+15,45113F-HRTimeline
HARBOUR INVESTMENTS, INC.32,786$3.01M0.09%+10,81713F-HRTimeline
CHANNEL WEALTH LLC32,273$2.96M0.92%+3,13313F-HRTimeline
LVW Advisors, LLC32,255$2.96M0.36%+19,96913F-HRTimeline
Austin Private Wealth, LLC32,155$2.95M0.26%+13,25013F-HRTimeline
PSI Advisors, LLC31,983$2.93M0.95%-43713F-HRTimeline
Ramiah Investment Group31,739$2.91M2.79%-49813F-HRTimeline
Curi Capital, LLC31,426$2.88M0.07%-4,10713F-HRTimeline
Blume Capital Management, Inc.31,371$2.88M0.64%-4,83613F-HRTimeline
Snowden Capital Advisors LLC31,278$2.87M0.09%+1,38913F-HRTimeline
Tranquilli Financial Advisor LLC30,988$2.84M1.8%+7,74213F-HRTimeline
Merit Financial Group, LLC30,952$2.84M0.04%+10,63813F-HRTimeline
Aviance Capital Partners, LLC30,912$2.84M0.4%-8,45213F-HRTimeline
CALTON & ASSOCIATES, INC.30,603$2.81M0.64%+25,04513F-HR/ATimeline
Wallace Advisory Group, LLC30,408$2.78M1.92%+20,18913F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …30,300$2.78M0.08%-1,13613F-HR/ATimelineGroup
WealthTrak Capital Management LLC30,189$2.77M2.39%-11,06713F-HRTimeline
Phil A. Younker & Associates, Ltd.30,135$2.76M2.72%-10,91113F-HRTimeline
Pekin Hardy Strauss, Inc.30,121$2.76M0.34%+22,68113F-HRTimeline
Kopion Asset Management, LLCin group Kopion Asset Management, LLC29,978$2.75M2.14%-5,13813F-HRTimelineGroup
Quadcap Wealth Management, LLC29,938$2.75M0.4%+7,89513F-HRTimeline
IMA Advisory Services, Inc.29,904$2.74M0.33%-54,81913F-HRTimeline
Lokken Investment Group LLC29,895$2.74M1.16%+3,48313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC29,866$2.74M0.79%+2,32713F-HRTimeline
HEADINVEST, LLC29,786$2.73M0.53%+3,11613F-HRTimeline
Five Pine Wealth Management29,618$2.72M2.21%+7,59213F-HRTimeline
Continuum Advisory, LLC29,377$2.69M0.35%+5013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…29,276$2.69M0.24%-46613F-HRTimeline
Copperwynd Financial, LLC29,255$2.68M0.74%new13F-HRTimeline
Prairie Sky Financial Group LLC29,238$2.68M1.59%-113F-HRTimeline
Lunt Capital Management, Inc.29,198$2.68M0.97%-10,54513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,158$2.67M0.24%+3,44013F-HR/ATimeline
Dynamic Advisor Solutions LLC29,128$2.67M0.09%new13F-HRTimeline
HFG Advisors, Inc.29,117$2.67M2.28%+9,34413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,080$2.67M0.08%-50013F-HRTimelineGroup
Waterloo Capital, L.P.28,570$2.62M0.24%-27,86313F-HRTimeline
Sowell Financial Services LLC28,042$2.57M0.12%-14,44313F-HRTimeline
Paulson Wealth Management Inc.27,972$2.57M0.72%-5,63313F-HRTimeline
Ethos Financial Group, LLC28,056$2.57M0.25%013F-HRTimeline
Tevis Investment Management27,994$2.56M1.9%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC27,868$2.56M0.47%+2,83813F-HRTimeline
Cascade Financial Partners, LLC27,728$2.54M0.32%new13F-HRTimeline
Vigilare Wealth Management27,716$2.54M1.02%-99,97013F-HRTimeline
Shore Point Advisors, LLC27,715$2.54M1.35%+26413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.27,553$2.53M1.21%-20,18013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,482$2.52M<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.27,423$2.52M0.73%new13F-HRTimeline
Nova R Wealth, Inc.27,336$2.51M1.24%-3613F-HRTimeline
J. W. Coons Advisors, LLC26,968$2.47M0.65%+1,49013F-HRTimeline
Elm Partners Management LLC26,882$2.47M0.13%-90513F-HR/ATimeline
Oxinas Partners, LLC26,852$2.46M1.45%+22,81713F-HRTimeline
Reyes Financial Architecture, Inc.26,844$2.46M1.81%+5,82713F-HRTimeline
Financial & Tax Architects, LLC26,728$2.45M0.62%-397,92513F-HRTimeline
Rialto Wealth Management, LLC26,697$2.45M0.77%-30,76013F-HRTimeline
EASTERN BANK26,478$2.43M0.05%-71213F-HRTimeline
LongView Asset Management LLC26,355$2.42M2.07%+14513F-HRTimeline
J.W. COLE ADVISORS, INC.26,008$2.39M0.07%-32813F-HRTimeline
AMI ASSET MANAGEMENT CORP25,977$2.38M0.14%-31,96913F-HRTimeline
Richard W. Paul & Associates, LLC25,833$2.37M0.93%-3,60213F-HRTimeline
Empower Advisory Group, LLC25,829$2.37M0.01%+4,62413F-HRTimeline
SWMG, LLC25,726$2.36M0.94%new13F-HRTimeline
Modera Wealth Management, LLC25,634$2.35M0.03%-75213F-HRTimeline
Graypoint LLC25,564$2.34M0.15%+16113F-HRTimeline
Discipline Wealth Solutions, LLC25,383$2.33M1.11%+1,40113F-HRTimeline
Falcon Wealth Planning25,287$2.32M0.26%-3,57013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.25,270$2.32M0.13%+14,26813F-HR/ATimelineGroup
JT Stratford LLC24,824$2.28M0.4%+9,93013F-HRTimeline
1834 INVESTMENT ADVISORS CO24,801$2.28M0.29%-1,47213F-HRTimeline
Biltmore Wealth Management, LLC24,779$2.27M0.96%-1,00013F-HRTimeline
PECAUT & CO.24,647$2.26M0.77%-4,44613F-HRTimeline
Brookwood Investment Group LLC24,459$2.24M0.39%13F-HRTimeline
Ascent Wealth Partners, LLC24,330$2.23M0.3%+9,40513F-HRTimeline
Clearstead Advisors, LLC24,205$2.22M0.03%-213,34713F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding24,123$2.21M+997Timeline
ROVIN CAPITAL /UT/ /ADV24,040$2.21M0.71%-75,14213F-HRTimeline
Stiles Financial Services Inc24,024$2.2M0.85%-36,16313F-HRTimeline
Naviter Wealth, LLC23,956$2.2M0.27%-23,11713F-HRTimeline
Matrix Trust Co23,601$2.17M0.37%+18,13413F-HRTimeline
Independent Wealth Network Inc.23,512$2.16M0.86%-14,19313F-HRTimeline
PINNACLE ASSOCIATES LTD23,394$2.15M0.03%+5,90513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC23,245$2.13M0.08%+15,18813F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC23,217$2.13M0.32%+15013F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.23,214$2.13M0.65%+3,17613F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.23,113$2.12M0.92%-1,08313F-HRTimeline
MARATHON CAPITAL MANAGEMENT22,800$2.09M0.56%+15,37013F-HRTimeline
World Investment Advisors22,792$2.09M0.05%+14,17613F-HRTimeline
Collier Financial22,789$2.09M1.78%+4,45113F-HRTimeline
Global Assets Advisory, LLC22,812$2.09M0.39%+12,81313F-HRTimeline
Creekmur Asset Management LLC22,718$2.08M0.44%-54,58213F-HRTimeline
BLAIR WILLIAM & CO/IL22,595$2.07M0.01%+15,18813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,401$2.05M<0.01%-7,18413F-HRTimelineGroup
Cullen Capital Management, LLC22,359$2.05M0.02%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC22,363$2.05M0.39%+5,85813F-HRTimeline
RWA WEALTH PARTNERS, LLC21,935$2.01M0.03%-2,92613F-HRTimeline
Spectrum Planning & Advisory Services I…21,379$1.96M1.63%+15,35213F-HRTimeline
FLC Capital Advisors20,944$1.92M0.43%+1,14513F-HRTimeline
REBALANCE, LLC20,725$1.9M0.14%+10913F-HRTimeline
Good Life Advisors, LLC20,710$1.9M0.13%-1,35813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,700$1.9M0.08%+51413F-HRTimelineGroup