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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
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,657$151K<0.01%-54113F-HR/ATimelineGroup
Golden State Wealth Management, LLC1,529$140K0.02%13F-HRTimeline
Belvedere Trading LLC1,518$139K0.01%new13F-HRTimeline
Capital Investment Counsel, Inc1,476$135K0.02%new13F-HRTimeline
LFA - Lugano Financial Advisors SA1,400$128K0.08%-1,36613F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,287$118K0.59%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,188$109K<0.01%-4013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV1,140$104K0.03%+26713F-HRTimeline
Dogwood Wealth Management LLC1,103$101K0.05%-2,39013F-HRTimeline
MGB Wealth Management, LLC1,100$101K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,098$100K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,092$99.8K<0.01%new13F-HRTimeline
Copia Wealth Management1,021$93.3K0.09%13F-HRTimeline
Clark Wealth Partners1,021$93.3K0.07%13F-HRTimeline
Western Pacific Wealth Management, LP1,000$91.4K0.07%013F-HRTimeline
Hemington Wealth Management967$88K0.02%+42813F-HRTimeline
Glass Jacobson Investment Advisors llc933$85.3K0.03%+15513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FLP Wealth Management, LLC855$78.2K0.2%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC835$76.3K<0.01%-35813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC825$75.4K0.02%+4013F-HRTimeline
Smartleaf Asset Management LLC800$73.1K0.01%-1,06813F-HRTimeline
Covestor Ltd787$72K0.05%-14,24013F-HRTimeline
Crewe Advisors LLC710$64.9K0.01%013F-HRTimeline
Provident Wealth Management, LLC710$64.9K0.02%-56113F-HRTimeline
Clean Yield Group683$62.4K0.02%013F-HRTimeline
Deane Retirement Strategies, Inc.679$62.1K0.03%-513F-HRTimeline
Avion Wealth677$61K0.02%+52513F-HRTimeline
HM PAYSON & CO625$57.1K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC609$55.7K0.01%-7213F-HRTimeline
Westwind Capital602$55K0.01%-57313F-HRTimeline
CBIZ Investment Advisory Services, LLC581$53.1K<0.01%+913F-HRTimeline
Winthrop Capital Management, LLC559$51K0.01%013F-HRTimeline
Fortitude Family Office, LLC550$50.3K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC527$48.1K0.02%-17713F-HRTimeline
Kozak & Associates, Inc.490$44.8K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…464$42.4K0.02%-2913F-HRTimelineGroup
REAP Financial Group, LLC462$42.2K0.01%+1213F-HRTimeline
Hexagon Capital Partners LLC441$40.3K0.01%new13F-HRTimeline
WINTRUST INVESTMENTS LLC446$40K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.436$39.9K<0.01%013F-HRTimeline
New Millennium Group LLC429$39.2K0.02%new13F-HRTimeline
Menard Financial Group LLC420$38.4K0.02%new13F-HRTimeline
Main Street Group, LTD420$38.4K0.01%013F-HRTimeline
MATHER GROUP, LLC.411$37.6K<0.01%-25213F-HRTimeline
WR Wealth Planners, LLC405$37K0.01%+30813F-HRTimeline
ATWOOD & PALMER INC400$36.6K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC371$33.9K0.01%+25913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors347$31.7K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC340$31.1K0.01%013F-HRTimeline
Balentine LLC335$30.6K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC325$29.7K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC318$29.1K0.02%-34113F-HRTimeline
Wilmington Savings Fund Society, FSB307$28.1K<0.01%+2213F-HRTimeline
Bristlecone Advisors, LLC300$27.4K<0.01%013F-HRTimeline
Piscataqua Savings Bank263$24K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.260$23.8K0.02%13F-HRTimeline
Catherine Avery Investment Management L…260$23.8K0.02%13F-HR/ATimeline
Pacifica Partners Inc.255$23.3K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.252$23K0.01%013F-HRTimeline
Ridgewood Investments LLC227$20.7K0.01%013F-HRTimeline
High Note Wealth, LLC225$20.6K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.220$20.2K0.01%13F-HRTimeline
Riggs Asset Managment Co. Inc.216$19.7K0.01%-63613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC210$19.2K<0.01%-45213F-HRTimelineGroup
Cedar Mountain Advisors, LLC208$19K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.202$18.5K0.01%13F-HRTimeline
EPG Wealth Management LLC201$18.4K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC200$18.3K0.01%13F-HRTimeline
NFSG Corp163$14.9K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.154$14.1K0.02%13F-HRTimeline
Glen Eagle Advisors, LLC150$13.7K<0.01%013F-HRTimeline
LEE DANNER & BASS INC139$12.7K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC128$11.7K<0.01%-4513F-HRTimeline
Versant Capital Management, Inc124$11.3K<0.01%-10613F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC114$10.4K<0.01%013F-HRTimeline
LRI Investments, LLC107$9.78K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.99$9.05K0.01%new13F-HRTimeline
Key Financial Inc97$8.87K<0.01%+6513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC80$7.31K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.72$6.62K0.01%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC69$6.31K<0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.63$5.76K<0.01%-2113F-HRTimeline
Coastline Trust Co61$5.58K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOA Wealth Advisors, LLC.61$5.58K<0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.58$5.34K<0.01%-13113F-HRTimelineGroup
Beacon Capital Management, LLC56$5.16K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.55$5.03K<0.01%13F-HR/ATimeline
Parkside Financial Bank & Trust50$4.57K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC43$3.93K<0.01%013F-HRTimeline
CITY HOLDING CO40$3.66K<0.01%-11013F-HRTimeline
Nordwand Advisors, LLC39$3.57K<0.01%013F-HRTimeline
Westside Investment Management, Inc.38$3.47K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV35$3.2K<0.01%013F-HRTimeline
UMB Bank, n.a.35$3.2K<0.01%-5,59313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBC Financial Services, PLLC34$3K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA27$2.47K<0.01%013F-HRTimelineGroup
Kathleen S. Wright Associates Inc.26$2.38K<0.01%013F-HRTimeline
Atlatl Advisers LLC26$2.38K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC24$2.19K<0.01%13F-HRTimeline
Crews Bank & Trust23$2.1K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22$2.01K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.21$2K<0.01%-1713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARTLETT & CO. WEALTH MANAGEMENT LLC21$1.92K<0.01%013F-HRTimeline
BFSG, LLC16$1.46K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP15$1.37K<0.01%-4413F-HRTimeline
City State Bank13$1.19K<0.01%013F-HRTimeline
2UniFi Bank11$1.01K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…10$914<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3$274<0.01%-3313F-HRTimelineGroup
HighMark Wealth Management LLC1$102<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC7$00%13F-HRTimelineValue filed as zero, left out of ratios.
Sherman Asset Management, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Quent Capital, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.