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Disclosery

BIL SPDR SERIES TRUST

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SHS (fund)

1,156 managers (1,170 13F filers) reported a position in BIL shares at 2025-09-30, 237,219,052 shares in all. 109 filers opened a position and 108 filers sold out during the quarter.

Managers
1,156
13F filers
1,170
New
109
Added
488
Reduced
487
Sold out
108
Shares held by filers
237,219,052

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HENGEHOLD CAPITAL MANAGEMENT LLC19,378$1.78M0.15%+37713F-HRTimeline
CONDOR CAPITAL MANAGEMENT19,309$1.77M0.15%new13F-HRTimeline
Mach-1 Financial Group, LLC19,138$1.76M0.28%new13F-HRTimeline
Integrity Advisory Solutions, LLC19,138$1.76M0.28%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…19,129$1.76M0.21%+2,30613F-HRTimeline
WealthTrak Capital Management LLC19,077$1.75M1.44%+3,12613F-HRTimeline
UNIQUE WEALTH, LLC19,055$1.75M0.26%+3,84413F-HRTimeline
HFG Advisors, Inc.18,989$1.74M1.28%-6,12113F-HRTimeline
Financial Management Professionals, Inc.18,548$1.7M0.18%-26913F-HRTimeline
Brookwood Investment Group LLC18,461$1.69M0.22%-8,43313F-HRTimeline
Balance Wealth Partners LLC18,364$1.68M0.42%new13F-HRTimeline
Outbound Financial Inc18,308$1.68M1.37%+1,47113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.18,283$1.68M0.21%-4313F-HRTimeline
Castleview Partners, LLC18,277$1.68M0.91%+88713F-HRTimeline
Entruity Wealth, LLC18,229$1.67M1.3%-2,45013F-HRTimeline
OAK FAMILY ADVISORS, LLC18,207$1.67M0.54%+12,74113F-HRTimeline
BayBridge Capital Group, LLC18,138$1.66M1.06%-1,31613F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…17,991$1.65M0.23%-31,89013F-HRTimelineGroup
Vertex Planning Partners, LLC17,778$1.63M0.31%-3,77313F-HRTimeline
Traub Capital Management LLC17,726$1.63M1.61%-55013F-HRTimeline
Advyzon Investment Management, LLC17,652$1.62M0.28%+8,86313F-HRTimeline
Serenus Wealth Advisors, LLC17,536$1.61M0.27%+6813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,324$1.59M0.01%+13,74913F-HRTimeline
NewEdge Wealth, LLC16,939$1.55M0.02%-78,32713F-HRTimeline
GeoWealth Management, LLC16,853$1.55M0.06%+13,06613F-HRTimeline
SVB WEALTH LLC16,780$1.54M0.08%-7,20813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,643$1.53M<0.01%-178,84413F-HRTimelineGroup
Creekmur Asset Management LLC16,587$1.52M0.25%-2,82313F-HRTimeline
Ameliora Wealth Management Ltd.16,163$1.48M0.49%013F-HRTimeline
TLWM16,063$1.47M0.26%-20,54513F-HRTimeline
NTV Asset Management LLC15,811$1.45M0.16%+10,87613F-HRTimeline
CX Institutional15,801$1.45M0.04%-785,66213F-HRTimeline
Betterment LLC15,629$1.43M<0.01%+1,47513F-HRTimeline
Pekin Hardy Strauss, Inc.15,514$1.42M0.14%+5,76813F-HRTimeline
EAGLE GLOBAL ADVISORS LLC15,450$1.42M0.05%-2,85013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC15,446$1.42M0.96%-40,37513F-HRTimeline
World Investment Advisors15,265$1.4M0.03%+37013F-HRTimeline
Black Swift Group, LLC15,250$1.4M0.25%new13F-HRTimeline
Financial & Tax Architects, LLC15,192$1.39M0.31%-428,94113F-HRTimeline
Fourth Dimension Wealth, LLC15,063$1.38M0.53%-54513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,045$1.38M<0.01%-73,93613F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,000$1.38M0.02%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,908$1.37M0.09%-3,31613F-HRTimeline
Faithward Advisors, LLC14,846$1.36M0.2%-48313F-HRTimeline
Walkner Condon Financial Advisors LLC14,827$1.36M0.22%+1,42813F-HRTimeline
Souders Financial Advisors14,794$1.36M0.16%+80813F-HRTimeline
Pure Financial Advisors, LLC14,764$1.35M0.02%+4,43313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC14,643$1.34M0.21%-14,09013F-HRTimeline
Falcon Wealth Planning14,515$1.33M0.12%-2,50013F-HRTimeline
Empowered Funds, LLC14,483$1.32M0.01%+7,11413F-HRTimeline
Hara Capital LLC14,387$1.32M0.78%+3,97013F-HRTimeline
Collier Financial14,228$1.31M0.98%13F-HRTimeline
Sherman Asset Management, Inc.14,090$1.29M1.12%+41013F-HRTimeline
Lionsbridge Wealth Management LLC13,994$1.28M1.26%new13F-HRTimeline
Axecap Investments, LLC13,988$1.28M0.79%+14313F-HRTimeline
Balboa Wealth Partners13,897$1.28M0.22%-16,82013F-HRTimeline
PETRA FINANCIAL ADVISORS INC13,868$1.27M0.74%-2,81513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,787$1.26M0.04%-12,22813F-HRTimelineGroup
Seed Wealth Management, Inc.13,755$1.26M0.87%-1,84513F-HRTimeline
Avior Wealth Management, LLC13,696$1.26M0.04%+2,68113F-HRTimeline
Plan Group Financial, LLC13,658$1.25M0.34%+4,91713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,528$1.24M0.08%013F-HRTimeline
Brown Financial Advisors13,452$1.23M0.46%+20113F-HRTimeline
Hutchinson Financial Advisors, INC13,422$1.23M1.21%new13F-HRTimeline
Rockport Wealth LLC13,387$1.23M0.25%-17513F-HRTimeline
Americana Partners, LLC13,253$1.22M0.04%new13F-HRTimeline
Global Assets Advisory, LLC13,243$1.22M0.36%-1,08513F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.13,212$1.21M0.04%new13F-HRTimelineGroup
Addison Capital Co13,189$1.21M0.36%-90413F-HRTimeline
National Wealth Management Group, LLC13,168$1.21M0.46%+1,42613F-HRTimeline
Brown Miller Wealth Management, LLC13,099$1.2M0.34%+98513F-HRTimeline
McGowan Group Asset Management, Inc.13,095$1.2M0.15%new13F-HRTimeline
Capital CS Group, LLC13,027$1.2M1.97%+54013F-HRTimeline
Sequent Planning LLC12,978$1.19M0.34%new13F-HRTimeline
Clearstead Advisors, LLC12,883$1.18M0.02%-13,53713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC12,824$1.18M0.43%+3,91913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,647$1.16M0.08%+29313F-HRTimeline
J HAGAN CAPITAL, INC.12,588$1.15M0.7%+3,64613F-HRTimeline
Goldstream Capital Management Ltd12,504$1.15M0.4%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD12,541$1.15M0.02%-3,58113F-HRTimelineGroup
PORTLAND INVESTMENT COUNSEL INC.31,821$1.13M0.31%+22,03213F-HRTimeline
Welch Group, LLC12,231$1.12M0.04%-11,48713F-HRTimeline
CMC Financial Group12,179$1.12M2.07%+2,33113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES12,126$1.11M0.43%+63213F-HRTimeline
Tidemark, LLC12,085$1.11M0.32%-66713F-HRTimeline
Realta Investment Advisors12,030$1.1M0.37%-2,40713F-HRTimeline
Constant Guidance Financial LLC11,957$1.1M0.88%-1,17813F-HRTimeline
Sigma Planning Corp11,887$1.09M0.03%-61513F-HRTimeline
Joel Adams & Associates, Inc.11,875$1.09M0.88%-3,41513F-HRTimeline
SAX WEALTH ADVISORS, LLC11,735$1.08M0.06%+5,78913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,717$1.08M0.02%-2,13413F-HRTimelineGroup
McElhenny Sheffield Capital Management,…11,714$1.07M0.25%-4,95513F-HRTimeline
Cornerstone Wealth Management, LLC11,626$1.07M0.06%+8113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,608$1.07M0.06%-4,10213F-HRTimelineGroup
KICKSTAND VENTURES, LLC.11,537$1.06M0.23%+6,35013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC11,519$1.06M0.24%-67313F-HRTimeline
Barnes Wealth Management Group, Inc11,509$1.06M0.58%-48813F-HRTimeline
Lifestyle Asset Management, Inc.11,485$1.05M0.36%new13F-HRTimeline
MITCHELL SINKLER & STARR/PA11,393$1.05M0.47%+2,36613F-HRTimeline
International Private Wealth Advisors L…11,377$1.04M0.66%+5,04913F-HRTimeline
Cullen Capital Management, LLC11,332$1.04M0.01%-24,26413F-HRTimeline
THOMPSON DAVIS & CO., INC.11,297$1.04M0.64%+1,70213F-HRTimeline
ORG Partners LLC11,234$1.03M0.19%-3,46513F-HRTimeline
Cannell & Spears LLC11,111$1.02M0.02%+77313F-HRTimeline
Tairen Capital Ltd11,100$1.02M0.11%-18,00013F-HRTimeline
Saxony Capital Management, LLC11,072$1.02M0.67%-4,39113F-HRTimeline
Fortune Financial Advisors, LLC11,048$1.01M0.76%+5113F-HRTimeline
Parallel Advisors, LLC10,945$1M0.02%-1,17713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA10,900$1M0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB10,825$993K0.03%-8113F-HRTimeline
NOVUS ADVISORS, LLC10,798$991K2.27%new13F-HRTimeline
TFR Capital, LLC.10,787$990K0.33%-87913F-HRTimeline
Wealth Advisors of Iowa, LLC10,637$976K0.33%new13F-HRTimeline
Stiles Financial Services Inc10,452$959K0.3%-8,66713F-HRTimeline
Dogwood Wealth Management LLC10,436$958K0.44%+1,35413F-HRTimeline
DORVAL Corp10,362$951K0.31%+2,04413F-HRTimeline
Coordinated Financial Services, Inc.10,350$950K0.61%-1,14813F-HRTimeline
First Citizens Financial Corp10,246$940K0.46%-88013F-HRTimeline
Capital Planning LLC10,239$939K0.27%013F-HRTimeline
Strait & Sound Wealth Management LLC10,235$939K0.36%-2,09613F-HRTimeline
SFMG, LLC10,229$939K0.07%-1,78013F-HRTimeline
Smithfield Trust Co10,157$933K0.04%013F-HRTimeline
Cyndeo Wealth Partners, LLC10,158$932K0.05%+66613F-HRTimeline
Perigon Wealth Management, LLC10,148$931K0.02%+5,15813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC9,981$916K0.5%-7913F-HRTimeline
Rialto Wealth Management, LLC9,936$912K0.24%-16,72413F-HRTimeline
Waycross Investment Management Co9,890$907K0.93%+8413F-HRTimeline
Waverly Advisors, LLC9,865$905K0.01%+613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC9,855$904K0.22%-26013F-HRTimeline
Cornerstone Wealth Group, LLC9,835$902K0.06%new13F-HRTimeline
Richmond Investment Services, LLC9,779$897K0.17%-21,61113F-HRTimeline
Axim Planning & Wealth9,756$895K0.71%new13F-HRTimeline
TRUE Private Wealth Advisors9,735$893K0.09%-6,94813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,734$893K0.06%new13F-HRTimeline
Vigilare Wealth Management9,731$893K0.31%-10,22913F-HRTimeline
Diligent Investors, LLC9,500$872K0.22%-6,37513F-HRTimeline
Chicago Partners Investment Group LLC9,469$868K0.02%+4,16113F-HRTimeline
Werba Rubin Papier Wealth Management9,448$867K0.14%-8,57813F-HRTimeline
Van Hulzen Asset Management, LLC9,426$865K0.06%-1,22213F-HRTimeline
Main Street Financial Solutions, LLC9,357$858K0.06%-97613F-HRTimeline
Sharp Wealth Advisory, LLC9,349$858K0.47%+4913F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,139$839K0.02%new13F-HRTimeline
Sound Financial Strategies Group, LLC9,090$834K0.61%013F-HRTimeline
Alhambra Investment Management LLC9,086$834K0.4%+17513F-HRTimeline
Sunpointe, LLC9,038$829K0.3%-81013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P9,000$826K<0.01%013F-HRTimelineGroup
Verum Partners LLC8,991$825K0.18%-1,24213F-HRTimeline
TWO SIGMA SECURITIES, LLC8,983$824K0.12%-39,22513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …8,875$814K0.14%-84413F-HRTimeline
Pointe Capital Management LLC8,807$808K0.4%+41613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,770$805K0.08%+1,22413F-HRTimeline
Presper Financial Architects, LLC8,693$798K0.46%-1,81913F-HRTimeline
Claro Advisors Inc.8,690$797K0.12%+2,42113F-HRTimeline
Miller Investment Management, LP8,679$796K0.08%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,658$794K0.05%+3,07113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,485$778K0.02%-15,44613F-HRTimelineGroup
Councilor Wealth, LLC8,430$773K0.36%-2,04913F-HRTimeline
Vestmark Advisory Solutions, Inc.8,408$771K0.01%new13F-HRTimeline
Providence First Trust Co8,400$771K0.27%-17013F-HRTimeline
Guardian Partners Inc.8,298$759K0.06%-1,15513F-HRTimeline
LINCOLN CAPITAL CORP8,268$759K0.27%-37113F-HRTimeline
Waterloo Capital, L.P.8,232$755K0.06%-3,63513F-HRTimeline
Naviter Wealth, LLC8,231$755K0.09%-23,67113F-HRTimeline
DMC Group, LLC8,226$755K0.52%+2113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,221$754K0.14%-104,16213F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV8,096$743K0.47%+31613F-HRTimeline
CEERA INVESTMENTS, LLC7,979$732K0.23%+2,16913F-HRTimeline
Janney Capital Management LLC7,931$728K0.05%+1,25013F-HRTimeline
Koss-Olinger Consulting, LLC7,900$725K0.06%013F-HRTimeline
American Institute for Advanced Investm…7,897$725K0.47%+2,16213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,859$721K0.05%+39113F-HRTimeline
Robinson Value Management, Ltd.7,831$718K0.42%new13F-HRTimeline
SteelPeak Wealth, LLC7,719$708K0.02%-40813F-HRTimeline
Prosperity Consulting Group, LLC7,669$704K0.03%-16,95013F-HRTimeline
NVWM, LLC7,491$687K0.15%-46013F-HRTimeline
Scarborough Advisors, LLC7,489$687K0.12%+5,78513F-HRTimeline
Client First Investment Management LLC7,486$687K0.35%-1,35013F-HRTimeline
Saiph Capital, LLC7,469$685K0.25%-124,00213F-HRTimeline
Mills Wealth Advisors LLC7,405$679K0.28%-16,16213F-HRTimeline
RMR Capital Management, LLC7,159$657K0.46%+5513F-HRTimeline
Carnegie Investment Counsel7,056$647K0.01%-31513F-HRTimeline
Triad Wealth Partners, LLC7,036$646K0.08%new13F-HRTimeline
Medallion Wealth Advisors, LLC7,015$644K0.23%-88413F-HRTimeline
Elm Partners Management LLC6,992$641K0.03%-2,16813F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…6,985$641K0.01%013F-HRTimeline
Duncan Williams Asset Management, LLC6,979$640K0.18%new13F-HRTimeline
Eagle Strategies LLC6,931$636K0.09%+4213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,924$635K0.8%new13F-HRTimeline
Briaud Financial Planning Inc6,734$618K0.2%+1,56413F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,713$616K0.03%+1,12713F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.6,718$615K0.22%+2613F-HRTimeline
Prospera Financial Services Inc6,672$612K0.01%+84213F-HRTimeline
Hobart Private Capital, LLC6,642$609K0.13%+78213F-HRTimeline
XY Planning Network, Inc.6,614$607K0.21%013F-HRTimeline
Westfuller Advisors, LLC6,602$606K0.28%-4213F-HRTimeline
Redwood Park Advisors LLC6,602$606K0.45%-57313F-HRTimeline
Accredited Investors Inc.6,586$604K0.03%+2,92613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,578$604K+492Timeline
STRATEGY ASSET MANAGERS LLC6,534$599K0.11%new13F-HRTimeline
Golden State Wealth Management, LLC6,530$599K0.07%+1,96513F-HRTimeline