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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
PVG ASSET MANAGEMENT CORP5,982$547K2.59%-40,74313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,969$546K0.19%-1,91213F-HRTimeline
Sloy Dahl & Holst, LLC5,965$545K0.07%013F-HRTimeline
PYA Waltman Capital, LLC5,953$544K0.18%+713F-HRTimeline
Weaver Consulting Group5,949$544K0.17%-36113F-HRTimeline
Ameraudi Asset Management, Inc.5,888$538K0.3%-17,26213F-HRTimeline
Arrowroot Family Office, LLC5,800$530K0.28%new13F-HRTimeline
Joel Isaacson & Co., LLC5,783$529K0.02%+9113F-HRTimeline
Westfuller Advisors, LLC5,771$528K0.34%-1,51113F-HRTimeline
Hummer Financial Advisory Services Inc5,700$521K0.41%013F-HRTimeline
Hamilton Capital, LLC5,661$518K0.04%013F-HRTimeline
Sepio Capital, LP5,633$515K0.04%+8813F-HRTimeline
Worth Financial Advisory Group, LLC5,613$513K0.32%+20113F-HRTimeline
CALTON & ASSOCIATES, INC.5,558$508K0.22%+3,08213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.5,542$507K0.35%new13F-HRTimeline
Stonebridge Financial Planning Group, L…5,524$505K0.23%-2,05613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,492$502K0.01%+2,43913F-HRTimeline
Tower Wealth Partners, Inc.5,488$502K0.26%+1,65513F-HRTimeline
Dorsey & Whitney Trust CO LLC5,483$501K0.03%new13F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.5,475$501K0.11%-23713F-HRTimeline
Matrix Trust Co5,467$500K0.09%+3,72913F-HRTimeline
Schusterman Interests, LLC5,460$499K1.19%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC5,443$498K0.19%013F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,403$494K<0.01%-81,53713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,397$493K<0.01%+95713F-HRTimelineGroup
Second Line Capital, LLC5,389$493K0.13%-1,37913F-HRTimeline
Formidable Asset Management, LLC5,296$484K0.08%+21813F-HRTimeline
Great Diamond Partners, LLC5,230$478K0.12%new13F-HRTimeline
Iron Gate Global Advisors LLC5,207$476K0.07%-29,75613F-HRTimeline
Fourth Dimension Wealth, LLC5,194$475K0.25%13F-HRTimeline
WESPAC Advisors, LLC5,190$475K0.35%+1,25513F-HRTimeline
Briaud Financial Planning Inc5,170$472K0.19%013F-HRTimeline
TRUE Private Wealth Advisors5,142$470K0.06%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.5,135$469K0.3%new13F-HRTimeline
Centennial Wealth Advisory LLC5,131$469K0.18%-71013F-HRTimeline
Eldridge Investment Advisors, Inc.5,120$468K0.11%-12,30313F-HRTimeline
MATAURO, LLC5,107$467K0.1%13F-HRTimeline
REGIMEN WEALTH, LLC5,106$467K0.15%new13F-HRTimeline
SIMPLEX TRADING, LLC5,028$459K0.01%+3,14313F-HRTimeline
Parallel Advisors, LLC5,014$458K0.01%+2,07513F-HRTimeline
Pasadena Private Wealth, LLC5,000$457K0.09%-77,87313F-HRTimeline
Kelly Financial Services LLC4,977$455K0.16%-1,50313F-HR/ATimeline
Prospera Financial Services Inc4,858$444K0.01%+1,08513F-HRTimeline
Advyzon Investment Management, LLC4,838$442K0.17%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,803$439K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC4,743$434K0.02%new13F-HRTimeline
Ignite Planners, LLC4,721$432K0.09%+2,21213F-HRTimeline
GODSEY & GIBB, INC4,719$431K0.04%+49513F-HRTimeline
Straight Path Wealth Management4,694$429K0.17%new13F-HRTimeline
Orion Capital Management LLC4,692$429K0.19%new13F-HRTimeline
Stonegate Investment Group, LLC4,691$429K0.01%+213F-HRTimeline
Janney Capital Management LLC4,681$428K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,678$428K0.03%+413F-HRTimeline
JNBA Financial Advisors4,655$426K0.04%-2,52113F-HRTimeline
Kovack Advisors, Inc.4,652$425K0.04%-2,29413F-HRTimeline
Main Street Financial Solutions, LLC4,590$420K0.04%+1,31013F-HRTimeline
Ironwood Investment Counsel, LLC4,588$419K0.07%-1,00713F-HRTimeline
Hutchens & Kramer Investment Management…4,587$419K0.23%new13F-HRTimeline
Bravias Capital Group, LLC4,570$419K0.34%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …4,572$418K0.81%-12713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4,567$418K0.17%new13F-HRTimeline
United Community Bankin group United Community Bank4,544$415K0.16%+32513F-HRTimelineGroup
Engineers Gate Manager LP4,493$411K0.01%-19,61713F-HRTimeline
MITCHELL SINKLER & STARR/PA4,462$408K0.11%+2,89513F-HRTimeline
COOKSON PEIRCE & CO INC4,407$403K0.02%new13F-HRTimeline
Obermeyer Wealth Partners4,400$402K0.02%013F-HRTimeline
Kropog Financial Group, LLC4,387$401K0.37%13F-HRTimeline
Savvy Advisors, Inc.4,347$397K0.05%new13F-HRTimeline
Weaver Capital Management LLC4,297$393K0.11%-361,93613F-HRTimeline
SFG Wealth Management, LLC.4,295$393K0.21%+5913F-HRTimeline
SteelPeak Wealth, LLC4,276$391K0.02%+1613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,272$391K0.23%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC4,254$389K0.01%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC4,174$382K0.14%-413F-HRTimeline
LOWERY THOMAS, LLC4,168$381K0.25%-13,66813F-HRTimeline
Legacy PCG, LLC4,156$380K0.27%-3,07813F-HRTimeline
Argent Trust Co4,144$379K0.02%+1,42413F-HRTimeline
First Horizon Advisors, Inc.4,143$379K0.01%+1,65513F-HRTimeline
Destination Wealth Management4,095$374K0.01%+52513F-HRTimeline
Auxano Advisors, LLC4,090$374K0.09%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC4,077$373K0.09%-27,26113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,043$370K<0.01%-67413F-HRTimelineGroup
Kiker Wealth Management, LLC4,043$370K0.3%13F-HRTimeline
Oxinas Partners, LLC4,035$369K0.22%+2413F-HRTimeline
MAS Advisors LLC4,033$369K0.62%new13F-HRTimeline
White Lighthouse Investment Management …4,020$368K0.06%+11813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,972$363K-8,717Timeline
Phillips Wealth Planners LLC3,956$362K0.36%+1,00013F-HRTimeline
Financial Network Wealth Advisors LLC3,865$353K0.66%-3,15313F-HRTimeline
Regal Investment Advisors LLC3,863$353K0.03%-2,05813F-HRTimeline
Nemes Rush Group LLC3,836$351K0.04%+3,46913F-HRTimeline
Summit Financial Strategies, Inc.3,824$350K0.04%013F-HRTimeline
Oak Wealth Advisors LLC3,785$346K0.27%13F-HRTimeline
Rockport Wealth LLC3,782$346K0.15%+1,35013F-HRTimeline
Affiance Financial, LLC3,781$346K0.08%-1,39213F-HRTimeline
Premier Path Wealth Partners, LLC3,761$344K0.05%-6,74513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,750$343K0.01%-1,58713F-HRTimeline
Royal Fund Management, LLC3,732$343K0.04%-3,08413F-HRTimeline
UNIQUE WEALTH, LLC3,724$340K0.07%+1,21713F-HRTimeline
Paladin Wealth, LLC3,722$340K0.29%+93813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC3,720$340K<0.01%+1,51013F-HRTimelineGroup
McAdam, LLC3,710$339K0.02%new13F-HRTimeline
Cape Investment Advisory, Inc.3,693$338K0.13%+1,08813F-HRTimeline
HTLF Bank3,647$333K0.04%new13F-HRTimeline
Thrive Wealth Management, LLC3,631$332K0.06%-84213F-HRTimeline
Larson Financial Group LLC3,621$331K0.02%+1113F-HRTimeline
EdgeRock Capital LLC3,613$330K0.22%-8813F-HRTimeline
Andina Capital Management, LLC3,577$327K0.27%-8,97113F-HRTimeline
Blankinship & Foster, LLC3,576$327K0.08%new13F-HRTimeline
Stonebridge Capital Advisors LLC3,574$327K0.03%-19213F-HRTimeline
Loudon Investment Management, LLC3,562$326K0.19%+2513F-HRTimeline
Concorde Asset Management, LLC3,558$325K0.17%+17713F-HRTimeline
Financial Architects, LLC3,555$325K0.21%013F-HRTimeline
Emerald Advisors, LLC3,495$320K0.04%-2,01213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,468$317K0.01%-4,34913F-HRTimeline
BlueChip Wealth Advisors LLC3,433$314K0.17%-26113F-HRTimeline
Midwest Financial Network, LLC3,409$312K0.32%13F-HRTimeline
Principle Wealth Partners LLC3,386$310K0.02%013F-HRTimeline
Total Clarity Wealth Management, Inc.3,376$309K0.1%-41513F-HRTimeline
Robertson Stephens Wealth Management, L…3,372$308K0.01%-13,59513F-HRTimeline
TAP Consulting, LLC3,340$305K0.06%-10,05013F-HRTimeline
United Advisor Group, LLC3,307$302K0.06%-2,83813F-HRTimeline
Kinloch Capital, LLC3,274$299K0.15%-7,30013F-HRTimeline
Friedenthal Financial3,270$299K0.17%-19,53813F-HRTimeline
Relyea Zuckerberg Hanson LLC3,270$299K0.04%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,218$294K<0.01%+42913F-HRTimelineGroup
Argyle Capital Management, LLC3,216$294K0.12%-30913F-HRTimeline
Cypress Point Wealth Management, LLC3,202$293K0.09%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,193$292K0.03%013F-HRTimeline
Farrow Financial, Inc.3,170$290K0.19%new13F-HRTimeline
City Center Advisors, LLC3,096$283K0.32%-5,75113F-HRTimeline
Valmark Advisers, Inc.3,090$283K<0.01%+44213F-HRTimeline
Mesirow Financial Investment Management…3,088$282K0.01%+23413F-HRTimeline
Mills Wealth Advisors LLC3,023$276K0.16%-3,43613F-HRTimeline
Decker Retirement Planning Inc.3,020$276K0.16%13F-HRTimeline
Greenspring Advisors, LLC3,003$275K0.06%-3,36813F-HRTimeline
Lynx Investment Advisory2,999$274K0.19%+11613F-HRTimeline
Lifeworks Advisors, LLC2,995$274K0.05%013F-HRTimeline
TriaGen Wealth Management LLC2,976$272K0.09%-31013F-HRTimeline
Fisher Asset Management, LLC2,959$271K<0.01%new13F-HRTimeline
HOWE & RUSLING INC2,941$269K0.02%new13F-HRTimeline
HBW ADVISORY SERVICES LLC2,915$266K0.03%-10313F-HRTimeline
Wealthspire Retirement, LLC2,897$265K0.02%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL4,079$263K0.09%-2,00013F-HRTimeline
Able Wealth Management LLC2,866$262K0.17%-74913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,861$262K0.03%-2,23213F-HRTimelineGroup
PAX Financial Group, LLC2,832$259K0.05%new13F-HRTimeline
MEMBERS WEALTH LLC2,765$253K0.19%13F-HRTimeline
Breed's Hill Capital LLC2,742$251K0.13%-62813F-HRTimeline
Octavia Wealth Advisors, LLC2,737$250K0.03%new13F-HRTimeline
All Terrain Financial Advisors, LLC2,717$248K0.1%-10313F-HRTimeline
Apeiron RIA LLC2,669$244K0.07%-12313F-HRTimeline
Sterling Financial Planning, Inc.2,666$244K0.09%013F-HRTimeline
Lowe Wealth Advisors, LLC2,652$242K0.1%+1,82113F-HRTimeline
CULBERTSON A N & CO INC2,645$242K0.04%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,618$239K0.05%+18913F-HRTimeline
Icon Wealth Advisors, LLC2,616$239K0.02%new13F-HRTimeline
WEALTH ALLIANCE, LLC2,606$238K0.03%new13F-HRTimeline
Secure Asset Management, LLC2,601$238K0.04%+24313F-HRTimeline
Onyx Bridge Wealth Group LLC2,598$238K0.03%+1513F-HRTimeline
Procyon Advisors, LLC2,584$236K0.02%-2613F-HRTimeline
Successful Portfolios LLC2,538$232K0.16%new13F-HRTimeline
TFB Advisors LLC2,497$228K0.07%-38213F-HRTimeline
Evolution Wealth Advisors, LLC2,494$228K0.04%new13F-HRTimeline
Authentikos Wealth Advisory, LLC2,492$228K0.23%-6,24513F-HRTimeline
Cooper Financial Group2,477$226K0.03%+22513F-HRTimeline
Talisman Wealth Advisors LLC2,476$226K0.24%-53713F-HRTimeline
Greenwich Wealth Management LLC2,476$226K0.02%+613F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC2,469$226K0.04%-7713F-HRTimeline
WealthBridge Capital Management, LLC2,462$225K0.06%+1513F-HRTimeline
MJP ASSOCIATES INC /ADV2,427$222K0.04%-1,98413F-HRTimeline
Intellus Advisors LLC2,424$222K0.04%13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.1,358$220K0.44%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,396$219K0.03%-33013F-HRTimeline
Lloyd Advisory Services, LLC.2,378$217K0.1%+3413F-HRTimeline
OPTIMA CAPITAL LLC2,325$213K0.15%13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,292$210K0.36%new13F-HRTimeline
Archford Capital Strategies, LLC2,286$209K0.03%-67,16013F-HRTimeline
Berkeley Capital Partners, LLC2,280$208K0.06%-18013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,259$207K0.01%+1,51713F-HRTimelineGroup
Canal Capital Management, LLC2,258$206K0.03%new13F-HRTimeline
Platform Technology Partners2,255$206K0.06%new13F-HRTimeline
Root Financial Partners, LLC2,251$206K0.03%new13F-HRTimeline
Oldfather Financial Services, LLC2,234$204K0.08%+1913F-HRTimeline
M1 Capital Management LLC2,225$203K0.11%13F-HRTimeline
Veltria Advisors Corp.2,205$202K0.08%-19213F-HRTimeline
Bison Wealth, LLC2,201$201K0.02%13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co2,200$201K<0.01%013F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,200$201K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC2,200$201K0.15%new13F-HRTimeline
Valued Retirements, Inc.2,200$201K0.27%013F-HRTimeline
Sunbelt Securities, Inc.2,196$201K0.02%+1013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,172$199K0.07%13F-HRTimelineGroup
Darwin Wealth Management, LLC2,143$196K0.07%-1,36513F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC2,121$194K0.02%new13F-HRTimeline
Bogart Wealth, LLC2,069$189K0.01%+713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,011$184K0.06%+3113F-HRTimeline
Blue Trust, Inc.1,968$180K<0.01%-1,19413F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,740$159K<0.01%-48,38613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,671$153K0.01%+16713F-HRTimeline