Skip to content
Disclosery

BIL SPDR SERIES TRUST

Follow

SHS (fund)

1,300 managers (1,321 13F filers) reported a position in BIL shares at 2026-03-31, 319,723,104 shares in all. 154 filers opened a position and 78 filers sold out during the quarter.

Managers
1,300
13F filers
1,321
New
154
Added
588
Reduced
479
Sold out
78
Shares held by filers
319,723,104

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SMITH, MOORE & CO.28,884$2.65M0.19%-3,73013F-HRTimeline
Austin Wealth Management, LLC28,913$2.64M0.6%-151,53613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,778$2.64M0.09%+5,69013F-HRTimelineGroup
Parkside Financial Bank & Trust28,539$2.62M0.2%013F-HRTimeline
Clio Asset Management LLC28,426$2.6M2.18%-25,40613F-HRTimeline
Worth Asset Management, LLC28,377$2.6M0.97%-4,02013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,241$2.59M0.14%-2,54213F-HRTimeline
Signet Private Wealth LLC28,192$2.58M2.47%+85413F-HRTimeline
Optivise Advisory Services LLC27,903$2.56M1.55%new13F-HRTimeline
CacheTech Inc.27,800$2.55M0.49%-8,94413F-HRTimeline
Cannell & Spears LLC27,712$2.54M0.05%-3,66813F-HR/ATimeline
PINNACLE ASSOCIATES LTD27,703$2.54M0.03%-2,15913F-HRTimeline
Clarity Financial LLC27,673$2.54M0.28%-14,97413F-HRTimeline
Compound Planning, Inc.27,504$2.52M0.08%-15,31613F-HRTimeline
Gambit Capital Management, LLC26,902$2.47M1.77%new13F-HRTimeline
TLWM26,770$2.45M0.44%-13,57013F-HRTimeline
American Institute for Advanced Investm…26,670$2.44M1.58%+11,19913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…26,662$2.44M0.05%+13,15413F-HRTimelineGroup
Berkeley Capital Partners, LLC26,395$2.42M0.56%+23,95313F-HRTimeline
JGP Wealth Management, LLC26,357$2.42M0.25%-25,82113F-HRTimeline
Sierra Legacy Group26,305$2.41M1.84%-12,60013F-HRTimeline
Mattson Financial Services, LLC26,218$2.4M0.57%+1,15413F-HRTimeline
Strategent Financial, LLC25,973$2.38M1.62%-10,92313F-HRTimeline
ALTFEST L J & CO INC25,943$2.38M0.25%-133,44613F-HRTimeline
PINKERTON WEALTH, LLC25,964$2.37M0.22%-2,13713F-HRTimeline
Copley Financial Group, Inc.25,702$2.36M1.42%+3,56713F-HRTimeline
THOR TRADING ADVISORS, LLC25,647$2.35M0.97%+68013F-HRTimeline
Axim Planning & Wealth25,321$2.32M2.83%+7,74913F-HRTimeline
GeoWealth Management, LLC25,232$2.31M0.08%+17,75013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co25,153$2.31M<0.01%-3,24113F-HRTimelineGroup
Cornerstone Wealth Group, LLC24,923$2.28M0.15%+15,08813F-HRTimeline
Coyle Financial Counsel LLC24,718$2.27M0.48%-44213F-HRTimeline
Adams Wealth Management24,589$2.25M0.49%-6,10913F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS24,101$2.21M1.16%new13F-HRTimeline
Diversified Portfolios, Inc.24,088$2.21M0.18%+2,31913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,916$2.19M0.12%+12,60613F-HRTimelineGroup
DBK Financial Counsel, LLC23,883$2.19M1.66%-83213F-HRTimeline
NWF Advisory Services Inc.23,600$2.16M0.24%+63613F-HRTimeline
Richmond Investment Services, LLC23,397$2.14M0.35%+14,99613F-HRTimeline
Turim 21 Investimentos Ltda.23,246$2.13M0.53%-82013F-HRTimeline
Arrington Capital Management, LLCin group Arrington Capital Management,…23,098$2.12M2.4%new13F-HRTimelineGroup
Independent Wealth Network Inc.23,071$2.11M0.63%-2,30713F-HRTimeline
IMA Advisory Services, Inc.22,900$2.1M0.2%-23,25013F-HRTimeline
Stirlingshire Investments, Inc.22,690$2.08M1.82%-38,88613F-HRTimeline
Innova Wealth Partners22,679$2.08M0.99%+18,66813F-HRTimeline
Bricktown Capital, LLC22,496$2.06M0.41%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC22,472$2.06M0.63%new13F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …22,292$2.04M1%new13F-HRTimeline
Stone Wealth Partners22,192$2.03M1.83%-9,82813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC22,106$2.03M0.16%-26,68413F-HRTimeline
Nutshell Asset Management Ltd22,106$2.03M1.11%-317,89413F-HRTimeline
Curi Capital, LLC22,001$2.02M0.04%-2,62113F-HRTimeline
Pilgrim Partners Asia Pte Ltd22,000$2.02M0.85%013F-HRTimeline
Hara Capital LLC21,964$2.01M1%+5,15013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,910$2.01M0.01%-78913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…21,903$2.01M0.01%-43,04713F-HRTimeline
Parkway Wealth Management Group, LLC21,933$2.01M0.25%+1,49913F-HRTimeline
Murchinson Ltd.21,844$2M0.8%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC21,841$2M0.02%013F-HRTimeline
Tennessee Valley Asset Management Partn…21,740$1.99M0.26%+3,32213F-HRTimeline
Smartleaf Asset Management LLC21,723$1.99M0.07%+11,72013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,627$1.98M0.07%+21,49413F-HRTimeline
Red Door Wealth Management, LLC21,460$1.97M0.2%+36213F-HRTimeline
HFG Advisors, Inc.21,340$1.96M1.38%+8,35513F-HRTimeline
Mills Wealth Advisors LLC21,192$1.94M0.68%-1,13713F-HRTimeline
Financial Planning Fort Collins, LLC21,151$1.94M1.51%-28013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC21,022$1.93M1.53%-2,85413F-HRTimeline
Avior Wealth Management, LLC20,896$1.91M0.05%+7,27413F-HRTimeline
LVW Advisors, LLC20,730$1.9M0.19%-8,38813F-HRTimeline
Parallel Advisors, LLC20,701$1.9M0.03%+9,15813F-HR/ATimeline
Black Swift Group, LLC20,680$1.9M0.33%+1,57013F-HRTimeline
BayBridge Capital Group, LLC20,612$1.88M1.17%013F-HRTimeline
WealthTrak Capital Management LLC20,418$1.87M1.34%-60013F-HRTimeline
SkyOak Wealth, LLC20,309$1.86M0.34%-9,29313F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,283$1.86M0.05%+4,88213F-HRTimeline
Betterment LLC20,016$1.83M<0.01%+2,21913F-HRTimeline
PETRA FINANCIAL ADVISORS INC19,931$1.83M1.13%+4,59413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,865$1.82M0.13%+63613F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding19,754$1.81M+6,478Timeline
CFG Wealth Management Services, Inc.19,617$1.8M1.63%-11,51413F-HRTimeline
Cyndeo Wealth Partners, LLC19,597$1.8M0.09%+6,04313F-HRTimeline
Diligent Investors, LLC19,500$1.79M0.44%013F-HRTimeline
Advyzon Investment Management, LLC19,392$1.78M0.16%-1,08313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…19,299$1.77M0.59%-12,26413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC19,103$1.75M0.15%-10413F-HRTimeline
NTV Asset Management LLC19,097$1.75M0.19%-19913F-HRTimeline
Auxano Advisors, LLC18,943$1.74M0.35%+12,40213F-HRTimeline
THOMPSON DAVIS & CO., INC.18,650$1.71M1.14%+1,60013F-HRTimeline
Covestor Ltd18,521$1.7M1.18%+16,96713F-HRTimeline
GatePass Capital, LLC18,450$1.69M0.82%-2,05013F-HRTimeline
Financial Management Professionals, Inc.18,386$1.68M0.19%-113F-HRTimeline
Leading Edge Financial Planning LLC18,357$1.68M0.35%+6,31313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO18,122$1.66M<0.01%+1,79213F-HRTimelineGroup
Outbound Financial Inc18,008$1.65M1.24%-1,82213F-HRTimeline
ZEGA Investments, LLC17,991$1.65M0.31%-6,03013F-HRTimeline
Thompson David Blair17,844$1.64M0.94%+9,74913F-HRTimeline
Ruggiero Investments, Inc.17,735$1.63M1.57%+14,92813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,687$1.62M0.2%-91213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC17,680$1.62M0.17%+5,47813F-HRTimeline
Serenus Wealth Advisors, LLC17,665$1.62M0.32%+3813F-HRTimeline
Traub Capital Management LLC17,224$1.58M1.57%-57013F-HRTimeline
Pure Financial Advisors, LLC17,084$1.57M0.02%+61013F-HRTimeline
Premier Private Wealth Management LLC17,040$1.56M1.65%-30,55613F-HRTimeline
REGIMEN WEALTH, LLC16,982$1.56M0.45%+13,55913F-HRTimeline
Entruity Wealth, LLC16,972$1.56M1.06%-1,42813F-HRTimeline
EASTERN BANK16,820$1.54M0.03%-2,54913F-HRTimeline
United Advisor Group, LLC16,577$1.52M0.19%+12,17213F-HRTimeline
Robinswood Financial LLC16,567$1.52M0.48%-7,55413F-HR/ATimeline
Ascent Wealth Partners, LLC16,560$1.52M0.18%-1,09513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,525$1.51M<0.01%-57,44013F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC16,524$1.51M0.86%-21,19313F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC16,480$1.51M0.01%+11,79013F-HRTimelineGroup
Third View Private Wealth, LLC16,430$1.51M0.21%+2,27213F-HRTimeline
SVB WEALTH LLC16,422$1.5M0.1%-6713F-HRTimeline
Modera Wealth Management, LLC16,393$1.5M0.02%-4,28713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp16,380$1.5M0.08%-94,77913F-HRTimelineGroup
Private Wealth Group, LLC16,314$1.5M0.7%-1,61513F-HR/ATimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.16,295$1.49M0.1%-2513F-HRTimeline
Tidemark, LLC16,260$1.49M0.38%+3,24013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC16,250$1.49M0.47%-53013F-HRTimeline
Ameliora Wealth Management Ltd.16,163$1.48M0.47%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC15,886$1.46M0.44%-52113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,841$1.45M0.07%-52313F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.15,774$1.45M0.46%-14,04713F-HRTimeline
First Citizens Financial Corp15,745$1.44M0.68%+81413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,637$1.43M0.04%+5,29613F-HRTimelineGroup
Waycross Investment Management Co15,552$1.43M1.36%+4,66613F-HRTimeline
Plan Group Financial, LLC15,511$1.42M0.33%+34313F-HRTimeline
Catalyst Capital Advisors LLC15,500$1.42M0.03%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,456$1.42M0.34%+3,18713F-HRTimeline
Pacific Park Financial, Inc.15,442$1.42M0.92%+2,37513F-HRTimeline
Collaborative Fund Advisors, LLC15,416$1.41M0.87%13F-HRTimeline
Brown Miller Wealth Management, LLC15,382$1.41M0.4%+10,70413F-HRTimeline
Lake Hills Wealth Management, LLC15,316$1.4M0.78%-157,04813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC15,220$1.39M0.12%+1,64013F-HRTimelineGroup
Colonial River Investments, LLC15,118$1.39M0.5%-1,49513F-HRTimeline
Brown Financial Advisors15,106$1.38M0.52%+47113F-HRTimeline
Blue Trust, Inc.15,026$1.38M0.02%+9,57213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding15,013$1.38M+8,638Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,000$1.37M0.02%013F-HRTimelineGroup
Naviter Wealth, LLC14,981$1.37M0.17%-2,45513F-HRTimeline
Dorsey & Whitney Trust CO LLC14,927$1.37M0.08%-2,63913F-HRTimeline
Falcon Wealth Planning14,825$1.36M0.09%+1,24413F-HRTimeline
AllGen Financial Advisors, Inc.14,771$1.35M0.32%-120,51113F-HRTimeline
Zinnia Wealth Advisory, LLC14,717$1.35M1.51%-128,95913F-HRTimeline
Onyx Bridge Wealth Group LLC14,664$1.34M0.14%+11,82713F-HRTimeline
Tactive Advisors, LLC14,625$1.34M0.38%-17,60713F-HRTimeline
KICKSTAND VENTURES, LLC.14,620$1.34M0.28%-19513F-HRTimeline
Foguth Wealth Management, LLC.14,598$1.34M0.16%-7,77413F-HRTimeline
Pacific Excel Wealth Advisors, Inc.14,581$1.34M1.41%+7,44413F-HRTimeline
Marion Wealth Management14,568$1.34M0.3%+9,83813F-HRTimeline
DORVAL Corp14,474$1.33M0.41%+1,05713F-HRTimeline
Sequent Planning LLC14,432$1.32M0.32%+81313F-HRTimeline
SMART Wealth LLC14,389$1.32M0.39%new13F-HRTimeline
Fortune Financial Advisors, LLC14,354$1.32M0.67%+2,50813F-HRTimeline
Dogwood Wealth Management LLC14,207$1.3M0.57%+1,52613F-HRTimeline
Retireful, LLC14,074$1.29M1.82%-89213F-HRTimeline
Exit Wealth Advisors, LLC.13,926$1.28M0.66%-118,81813F-HRTimeline
Collier Financial13,924$1.28M0.97%-1,02213F-HRTimeline
Sigma Planning Corp13,872$1.27M0.04%+2,35713F-HRTimeline
Focused Wealth Management, Inc13,846$1.27M0.13%-132,96013F-HRTimeline
Clearstead Advisors, LLC13,794$1.26M0.01%+83613F-HRTimeline
UNIQUE WEALTH, LLC13,687$1.25M0.17%-1,75313F-HRTimeline
Occidental Asset Management, LLC13,625$1.25M0.15%+9,28813F-HRTimeline
Bridgewealth Advisory Group, LLC13,611$1.25M0.26%-18,89113F-HRTimeline
Seed Wealth Management, Inc.13,565$1.24M0.86%-14613F-HRTimeline
Phraction Management LLC13,538$1.24M0.32%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,528$1.24M0.08%013F-HRTimeline
HB Wealth Management, LLC13,489$1.24M0.01%+8,06313F-HRTimeline
Capital CS Group, LLC13,489$1.24M2.55%+14213F-HRTimeline
Aspire Private Capital, LLC13,258$1.21M0.27%new13F-HRTimeline
DIVERSIFIED MANAGEMENT INC13,195$1.21M0.21%new13F-HRTimeline
Eddie Patel Inc13,176$1.21M0.93%-4,42613F-HRTimeline
Sound Income Strategies, LLC13,089$1.2M0.06%-3,70613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,993$1.19M0.04%+10,24213F-HRTimelineGroup
Integrity Advisory Solutions, LLC12,985$1.19M0.16%-16,80413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,871$1.18M0.18%+5,46213F-HRTimeline
Waverly Advisors, LLC12,847$1.18M0.01%+2,21713F-HRTimeline
Paulson Wealth Management Inc.12,780$1.17M0.27%-7,20213F-HRTimeline
Castleview Partners, LLC12,651$1.16M0.59%-84013F-HRTimeline
Fourth Dimension Wealth, LLC12,543$1.15M0.44%-2,81013F-HRTimeline
Fisher Asset Management, LLC12,522$1.15M<0.01%+7,80013F-HRTimeline
Rockport Wealth LLC12,479$1.14M0.21%-90813F-HRTimeline
Sound Financial Strategies Group, LLC12,384$1.13M0.77%+1113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC12,338$1.13M0.13%+1413F-HRTimeline
WELLINGTON-ALTUS USA INC.12,280$1.13M0.66%+34213F-HRTimeline
VestGen Investment Management12,138$1.11M0.61%+7,66713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES12,026$1.1M0.42%-65513F-HRTimeline
Intellectus Partners, LLC12,007$1.1M0.22%new13F-HRTimeline
Welch Group, LLC11,877$1.09M0.04%+34913F-HRTimeline
Barnes Wealth Management Group, Inc11,863$1.09M0.55%-3613F-HRTimeline
CFS Investment Advisory Services, LLC11,868$1.09M0.07%+8,33313F-HRTimeline
Richard W. Paul & Associates, LLC11,848$1.09M0.37%+27113F-HRTimeline
44 WEALTH MANAGEMENT LLC11,806$1.08M0.38%-7,87313F-HRTimeline
Carr Financial Group Corp11,730$1.07M0.28%-6,75513F-HRTimeline
Centennial Advisors, LLC11,691$1.07M1.36%+1,34913F-HRTimeline
McElhenny Sheffield Capital Management,…11,571$1.06M0.26%+313F-HRTimeline
YHB Investment Advisors, Inc.11,535$1.06M0.08%+53513F-HRTimeline
PVG ASSET MANAGEMENT CORP11,483$1.05M0.62%-52,56613F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP11,395$1.05M0.09%-73213F-HRTimelineGroup