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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
PINNACLE ASSOCIATES LTD17,489$1.6M0.02%new13F-HRTimeline
Intrua Financial, LLC17,481$1.6M0.26%-38113F-HRTimeline
Sharkey, Howes & Javer17,463$1.6M0.22%+9,23113F-HRTimeline
Encompass More Asset Management17,423$1.59M0.53%-2,45513F-HRTimeline
Coyle Financial Counsel LLC17,377$1.59M0.5%-22,87713F-HRTimeline
Serenus Wealth Advisors, LLC17,357$1.59M0.28%13F-HRTimeline
CacheTech Inc.17,122$1.57M0.29%+3013F-HRTimeline
Prescott Group Capital Management, L.L.…17,073$1.56M0.21%013F-HR/ATimeline
Betterment LLC17,029$1.56M<0.01%+7,23313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC16,505$1.51M0.4%13F-HRTimeline
Three Cord True Wealth Management, LLC16,411$1.5M1.3%13F-HRTimeline
BAILARD, INC.16,394$1.5M0.04%+9,80613F-HRTimeline
Stonekeep Investments, LLC16,327$1.49M1.11%+87613F-HRTimeline
ORG Partners LLC16,222$1.48M0.2%+78613F-HRTimeline
Ameliora Wealth Management Ltd.16,163$1.48M0.55%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…16,011$1.46M0.32%-1,27913F-HRTimeline
AdvisorNet Financial, Inc15,963$1.46M0.12%+14,50013F-HRTimeline
IronBridge Private Wealth, LLC15,903$1.45M0.53%013F-HRTimeline
LaSalle St. Investment Advisors, LLC15,798$1.44M0.45%+1,86913F-HRTimeline
TLWM15,705$1.44M0.28%+2,68413F-HRTimeline
Seed Wealth Management, Inc.15,655$1.43M1.16%+31013F-HRTimeline
Quantinno Capital Management LP15,653$1.43M0.01%+5,01813F-HRTimeline
Empowered Funds, LLC15,314$1.4M0.02%+10,56013F-HRTimeline
4WEALTH ADVISORS, INC.15,310$1.4M1.43%13F-HRTimeline
CX Institutional14,955$1.37M0.05%+1,58213F-HRTimeline
Ascent Wealth Partners, LLC14,925$1.36M0.18%new13F-HRTimeline
JT Stratford LLC14,894$1.36M0.22%-38,52013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …14,772$1.35M0.31%+913F-HRTimelineGroup
Crew Capital Management, Ltd14,764$1.35M1.12%+41313F-HRTimeline
Simplicity Wealth,LLC14,709$1.34M0.28%+1,64513F-HRTimeline
Adams Wealth Management14,697$1.34M0.26%-2,39513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC14,546$1.33M0.06%+9,78313F-HRTimelineGroup
Gibbs Wealth Management14,451$1.32M0.36%+6,35713F-HRTimeline
Avior Wealth Management, LLC14,448$1.32M0.05%+7,02113F-HRTimeline
TFR Capital, LLC.14,417$1.32M0.65%13F-HRTimeline
Tidemark, LLC14,322$1.31M0.5%+3,61913F-HRTimeline
Maltin Wealth Management, Inc.14,131$1.29M0.63%-9,07713F-HRTimeline
NORDEN GROUP LLC14,042$1.28M0.15%+8,50613F-HRTimeline
Point Windward Advisors Inc.13,982$1.28M0.48%-93013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding13,973$1.28M+10,312Timeline
FMR LLCin group FMR LLC13,941$1.27M<0.01%-99,56513F-HRTimelineGroup
Capital CS Group, LLC13,783$1.26M1.68%+5,77413F-HRTimeline
CORNERSTONE ENTERPRISES, LLC13,732$1.26M0.75%new13F-HRTimeline
Addison Capital Co13,691$1.25M0.5%013F-HRTimeline
Barnes Wealth Management Group, Inc13,662$1.25M0.84%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,644$1.25M0.1%+11613F-HRTimeline
Axecap Investments, LLC13,610$1.24M0.94%+21313F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P13,600$1.24M<0.01%013F-HRTimelineGroup
International Private Wealth Advisors L…13,560$1.24M1.23%+2,20613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC13,473$1.23M0.13%-4,05813F-HRTimeline
GTS SECURITIES LLC13,414$1.23M0.06%-433,44513F-HRTimeline
Michael A. Dubis Financial Planning, LLC12,928$1.18M1.14%13F-HRTimeline
NOVUS ADVISORS, LLC12,885$1.18M1.17%13F-HRTimeline
Catalyst Capital Advisors LLC12,800$1.17M0.02%-4,00013F-HRTimeline
Lord & Richards Wealth Management, LLC12,600$1.15M2.43%13F-HRTimeline
Salvus Wealth Management, LLC12,572$1.15M0.73%+3,31813F-HRTimeline
Joel Adams & Associates, Inc.12,534$1.15M1.04%13F-HRTimeline
Keel Point, LLC12,383$1.13M0.09%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC12,359$1.13M0.1%+4,30013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA12,300$1.13M0.05%+5,80013F-HRTimeline
LVW Advisors, LLC12,286$1.12M0.14%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,285$1.12M0.09%+4,53813F-HRTimeline
OLD MISSION CAPITAL LLC12,193$1.11M0.03%new13F-HRTimeline
Visionary Wealth Advisors12,140$1.11M0.07%-10,91313F-HRTimeline
Providence First Trust Co12,090$1.11M0.42%new13F-HRTimeline
Cornerstone Wealth Management, LLC12,014$1.1M0.07%+4,71913F-HRTimeline
MFG WEALTH MANAGEMENT, INC.12,000$1.1M1.01%13F-HRTimeline
Sigma Planning Corp11,985$1.1M0.03%-38913F-HRTimeline
Welch Group, LLC11,899$1.09M0.05%+31113F-HRTimeline
JENNISON ASSOCIATES LLC11,817$1.08M<0.01%new13F-HRTimeline
Mattson Financial Services, LLC11,631$1.07M0.34%-6,70413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …11,673$1.07M0.23%+7,15313F-HRTimeline
JBR Co Financial Management Inc11,672$1.07M0.65%new13F-HRTimeline
Smithfield Trust Co11,557$1.05M0.05%-1,18313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,490$1.05M0.07%-96113F-HRTimelineGroup
ROCKLAND TRUST CO11,409$1.04M0.05%+4,77513F-HRTimeline
Marion Wealth Management11,288$1.03M0.27%013F-HRTimeline
Pathway Financial Advisors LLC11,257$1.03M0.24%013F-HRTimeline
Legacy Advisors, LLC11,241$1.03M0.1%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,002$1.01M0.06%+91913F-HR/ATimelineGroup
Lake Hills Wealth Management, LLC10,832$990K0.68%-25,87413F-HRTimeline
Cyndeo Wealth Partners, LLC10,730$981K0.07%-14,47513F-HRTimeline
Chicago Partners Investment Group LLC10,683$978K0.03%new13F-HRTimeline
Priebe Wealth Holdings LLC10,512$961K0.65%-1,32513F-HRTimeline
Fernwood Investment Management, LLC10,489$959K0.33%-21913F-HRTimeline
Entruity Wealth, LLC10,328$944K0.94%13F-HRTimeline
Eagle Strategies LLC10,314$943K0.16%+2,91413F-HRTimeline
Walkner Condon Financial Advisors LLC10,276$940K0.19%+1,77113F-HRTimeline
Wallace Advisory Group, LLC10,219$938K0.65%+4,84313F-HRTimeline
Waycross Investment Management Co10,247$937K0.99%+1,66513F-HRTimeline
Capital Planning LLC10,105$924K0.24%-1,85313F-HRTimeline
Global Assets Advisory, LLC9,999$914K0.5%new13F-HRTimeline
Strait & Sound Wealth Management LLC9,977$912K0.42%-18813F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding9,799$896K+3,200Timeline
PFG Advisors9,774$894K0.05%-71913F-HRTimeline
Arax Advisory Partners9,725$889K0.06%-4,10513F-HRTimeline
LINCOLN CAPITAL CORP9,512$870K0.36%-1,76813F-HRTimeline
Castleview Partners, LLC9,440$863K0.46%+1,79813F-HR/ATimeline
Transcendent Capital Group LLC9,365$856K0.44%-4313F-HRTimeline
Strive Asset Management, LLC9,347$855K0.64%13F-HRTimeline
Fortune Financial Advisors, LLC9,307$851K0.77%-13,88113F-HRTimeline
Mirador Capital Partners LP9,214$842K0.15%+64913F-HRTimeline
OneDigital Investment Advisors LLC9,120$834K0.01%+1,48013F-HRTimeline
Sound Financial Strategies Group, LLC9,109$833K0.69%013F-HRTimeline
Magnolia Private Wealth, LLC9,091$831K0.74%13F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding9,071$829K+2,483Timeline
Rothschild Wealth LLC9,061$828K0.24%+3,39613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,940$817K0.03%-6,50913F-HRTimeline
Pure Financial Advisors, LLC8,921$816K0.02%+21513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,919$815K<0.01%-34,56013F-HRTimelineGroup
Summit X, LLC8,896$813K0.18%+6,49613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.8,889$813K0.57%+2,52913F-HRTimeline
Global View Capital Management LLC8,807$805K0.28%13F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding8,742$799K+4,371Timeline
Cambria Investment Management, L.P.8,728$798K0.05%new13F-HRTimeline
LifeGoal Investments, LLC8,722$797K0.87%13F-HRTimeline
Miller Investment Management, LP8,679$794K0.09%013F-HRTimeline
World Investment Advisors8,616$788K0.02%+5,34313F-HRTimeline
BayBridge Capital Group, LLC8,587$785K0.57%+6613F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC8,576$784K0.02%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC8,567$783K0.6%+3213F-HRTimeline
Carr Financial Group Corp8,559$783K0.25%+3,98313F-HRTimeline
NAPATREE CAPITAL LLC8,553$782K0.46%-2,17413F-HRTimeline
POTENTIA WEALTH8,523$779K0.35%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,503$777K0.02%-24613F-HRTimeline
Councilor Wealth, LLC8,481$775K0.37%+2,50513F-HRTimeline
KICKSTAND VENTURES, LLC.8,477$775K0.2%+5,29513F-HRTimeline
MERIDIAN MANAGEMENT CO8,433$771K0.2%-82713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,406$769K0.23%+1,09013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,395$768K0.19%-59613F-HRTimelineGroup
Realta Investment Advisors8,374$766K0.31%+5,92113F-HRTimeline
NVWM, LLC8,371$765K0.19%-13013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC8,300$759K0.03%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,287$758K0.05%-13313F-HRTimeline
Copley Financial Group, Inc.8,246$754K0.58%+2,18813F-HRTimeline
Constant Guidance Financial LLC15,605$751K0.65%-12,52813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,057$737K0.03%+83013F-HRTimelineGroup
Sharp Wealth Advisory, LLC8,057$737K0.56%-50813F-HRTimeline
Destiny Wealth Partners, LLC8,056$737K0.12%+2,41713F-HRTimeline
NWAM LLC8,048$736K0.05%+2,73713F-HRTimeline
Global Financial Private Client, LLC7,890$721K0.27%+1,59113F-HRTimeline
Triumph Capital Management7,887$721K0.25%-4,13413F-HRTimeline
Pointe Capital Management LLC7,806$714K0.41%-7813F-HR/ATimeline
Adero Partners, LLC7,695$704K0.05%-2,86613F-HRTimeline
Waverly Advisors, LLC7,652$700K0.01%+1,07613F-HRTimeline
Davies Financial Advisors, Inc.7,623$697K0.59%new13F-HRTimeline
Guardian Partners Inc.7,584$694K0.07%13F-HRTimeline
Outlook Wealth Advisors, LLC7,462$682K0.2%+95513F-HRTimeline
Pekin Hardy Strauss, Inc.7,440$680K0.09%+6213F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,434$680K0.42%13F-HRTimeline
MARATHON CAPITAL MANAGEMENT7,430$679K0.17%+2,03013F-HRTimeline
WorthPointe, LLC7,423$679K0.28%new13F-HRTimeline
Werba Rubin Papier Wealth Management7,423$679K0.16%new13F-HRTimeline
BLAIR WILLIAM & CO/IL7,407$677K<0.01%-76213F-HRTimeline
MAI Capital Management7,401$677K0.01%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,310$668K0.02%-28413F-HRTimeline
SAXON INTERESTS, INC.7,307$668K0.29%-5,53413F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding7,273$665K-3,998Timeline
Medallion Wealth Advisors, LLC5,797$658K0.33%13F-HRTimeline
Avidian Wealth Enterprises, LLC7,195$658K0.03%+1,43313F-HRTimeline
Opal Wealth Advisors, LLC7,172$656K0.2%+1,52213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,161$655K0.1%+6013F-HRTimeline
Brown Financial Advisors7,127$652K0.26%+1,36713F-HRTimeline
Clio Asset Management LLC7,126$652K0.48%-13513F-HRTimeline
RMR Capital Management, LLC7,013$641K0.48%+77213F-HRTimeline
Capital Advisors Wealth Management, LLC7,000$640K0.11%+3,00013F-HRTimeline
Colonial River Investments, LLC6,996$640K0.31%+34413F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,985$639K0.02%013F-HRTimeline
HCR Wealth Advisors6,955$636K0.08%-1,35513F-HRTimeline
Coordinated Financial Services, Inc.6,896$631K0.49%13F-HRTimeline
Eagle Ridge Investment Management6,866$628K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Redwood Park Advisors LLC6,846$626K0.53%13F-HRTimeline
Empirical Asset Management, LLC327,484$625K0.21%+324,71213F-HRTimeline
First Citizens Financial Corp6,833$625K0.34%-5,64413F-HRTimeline
Marcum Wealth, LLC6,829$624K0.05%+1,01013F-HRTimeline
Wealth Advisory Solutions, LLC6,749$617K0.17%-15113F-HRTimeline
Syntegra Private Wealth Group, LLC6,732$616K0.07%-81313F-HRTimeline
Endowment Wealth Management, Inc.6,721$614K0.41%+40813F-HRTimeline
WORLD EQUITY GROUP, INC.6,714$614K0.13%new13F-HRTimeline
Symphony Financial, Ltd. Co.6,684$612K0.1%-50913F-HRTimeline
Generation Capital Management LLC6,669$610K0.52%13F-HRTimeline
Rede Wealth, LLC6,552$599K0.23%+34213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,537$598K0.27%+3,29113F-HRTimeline
Karpus Management, Inc.6,525$597K0.02%+42513F-HRTimeline
American Investment Services, Inc.6,440$589K0.1%+3,41513F-HR/ATimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,367$582K0.1%-40213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,329$579K0.06%-1,65313F-HRTimeline
Permanens Capital L.P.6,327$578K0.11%-15013F-HRTimeline
First Heartland Consultants, Inc.6,314$577K0.06%+42913F-HRTimeline
TCP Asset Management, LLC6,281$574K0.13%-8013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,191$566K0.03%+3,26613F-HRTimeline
DORVAL Corp6,187$566K0.22%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV6,182$565K0.38%13F-HRTimeline
Sequoia Financial Advisors, LLC6,179$565K0.01%+1,19813F-HR/ATimeline
Red Door Wealth Management, LLC6,174$565K0.09%+64213F-HRTimeline
Perigon Wealth Management, LLC6,104$559K0.01%-1,88913F-HRTimeline
NavPoint Financial, Inc.6,058$554K0.44%+9513F-HRTimeline
Spectrum Planning & Advisory Services I…6,027$551K0.48%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,997$548K0.3%-11,60013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC5,991$548K0.17%-1,17913F-HRTimelineGroup