Skip to content
Disclosery

BIL SPDR SERIES TRUST

Follow

SHS (fund)

1,153 managers (1,170 13F filers) reported a position in BIL shares at 2025-03-31, 241,510,021 shares in all. 136 filers opened a position and 85 filers sold out during the quarter.

Managers
1,153
13F filers
1,170
New
136
Added
531
Reduced
411
Sold out
85
Shares held by filers
241,510,021

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
True Link Financial Advisors, LLC2,412$221K0.02%new13F-HRTimeline
United Asset Strategies, Inc.2,404$221K0.02%new13F-HRTimeline
Lloyd Advisory Services, LLC.2,404$220K0.11%+2613F-HRTimeline
MADDEN SECURITIES Corp2,400$220K0.09%new13F-HRTimeline
Elevate Capital Advisors, LLC2,400$220K0.2%new13F-HRTimeline
Meredith Wealth Planning2,397$220K0.1%new13F-HRTimeline
HB Wealth Management, LLC2,391$219K<0.01%new13F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC2,366$217K0.11%new13F-HRTimeline
MATAURO, LLC2,350$216K0.04%-2,75713F-HRTimeline
TRUST CO OF VERMONT2,343$215K0.01%new13F-HRTimeline
Resolute Advisors LLC2,333$214K0.06%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,320$213K0.02%new13F-HR/ATimelineGroup
Talisman Wealth Advisors LLC2,321$213K0.22%-15513F-HRTimeline
Oldfather Financial Services, LLC2,305$211K0.08%+7113F-HRTimeline
Auxano Advisors, LLC2,293$210K0.06%-1,79713F-HRTimeline
Soundwatch Capital LLC2,286$210K0.1%new13F-HRTimeline
Verity Asset Management, Inc.2,259$207K0.08%new13F-HRTimeline
Platform Technology Partners2,245$206K0.06%-1013F-HRTimeline
GEM Asset Management, LLC2,250$206K0.12%new13F-HRTimeline
OPTIMA CAPITAL LLC2,231$205K0.13%-9413F-HRTimeline
Alteri Wealth LLC2,222$204K0.09%new13F-HRTimeline
MEMBERS WEALTH LLC2,218$203K0.15%-54713F-HRTimeline
AssuredPartners Investment Advisors, LLC2,217$203K0.04%new13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co2,200$202K<0.01%013F-HRTimelineGroup
Valued Retirements, Inc.2,200$202K0.27%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,197$202K0.03%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,189$201K0.02%+6813F-HRTimeline
Cottage Street Advisors LLC2,185$200K0.1%new13F-HRTimeline
Darwin Wealth Management, LLC2,143$196K0.07%013F-HRTimeline
Bogart Wealth, LLC2,083$191K0.01%+1413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,048$188K0.06%+3713F-HRTimeline
Sunbelt Securities, Inc.1,861$171K0.02%-33513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,689$155K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,671$153K0.01%013F-HRTimeline
Capital Investment Counsel, Inc1,476$135K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,435$132K0.04%+90813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,376$126K0.01%+27813F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,287$118K0.41%013F-HRTimeline
Provident Wealth Management, LLC1,281$118K0.04%+57113F-HRTimeline
Solstein Capital, LLC1,278$117K0.07%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,196$110K<0.01%+813F-HRTimelineGroup
Park Square Financial Group, LLC1,167$107K0.08%+96713F-HRTimeline
MGB Wealth Management, LLC1,100$101K0.04%013F-HRTimeline
Clark Wealth Partners1,028$94.3K0.07%+713F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,021$93.8K<0.01%-63613F-HRTimelineGroup
Hemington Wealth Management967$88K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV966$88K0.03%-17413F-HRTimeline
Glass Jacobson Investment Advisors llc933$85.3K0.03%013F-HRTimeline
Costello Asset Management, INC837$76.7K0.03%new13F-HRTimeline
Richard Bernstein Advisors LLC826$75.8K<0.01%-187,32713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC803$73.7K0.02%-2213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.801$73.5K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.780$71K0.01%new13F-HRTimeline
Covestor Ltd778$71K0.05%-913F-HRTimeline
Crewe Advisors LLC731$67.1K0.01%+2113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC684$62.7K0.01%+31313F-HRTimeline
Clean Yield Group683$62.7K0.02%013F-HRTimeline
Avion Wealth677$61K0.02%013F-HRTimeline
Copia Wealth Management651$59.7K0.06%-37013F-HRTimeline
LFA - Lugano Financial Advisors SA650$59.6K0.04%-75013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC645$59K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.613$56.2K<0.01%-1,35513F-HRTimeline
Westwind Capital600$55K0.01%-213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors588$53.9K0.01%+24113F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC585$53.7K<0.01%+413F-HR/ATimeline
N.E.W. Advisory Services LLC566$51.9K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC559$51K0.01%013F-HRTimeline
Smartleaf Asset Management LLC541$49.6K<0.01%-25913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…464$42.6K0.02%013F-HRTimelineGroup
MATHER GROUP, LLC.451$41.4K<0.01%+4013F-HRTimeline
GHP Investment Advisors, Inc.436$40K<0.01%013F-HRTimeline
Wayfinding Financial, LLC435$39K0.02%new13F-HRTimeline
Main Street Group, LTD420$38.5K0.01%013F-HRTimeline
ATWOOD & PALMER INC400$36.7K<0.01%013F-HRTimeline
WFA Asset Management Corp377$34.6K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC340$31.2K0.02%013F-HRTimeline
Balentine LLC335$30.7K<0.01%013F-HRTimeline
Asset Dedication, LLC327$30K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB314$28.8K<0.01%+713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources308$28.3K<0.01%+30513F-HRTimelineGroup
Pinnacle Bancorp, Inc.305$28K0.01%+24213F-HRTimeline
Bristlecone Advisors, LLC300$27.5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.281$25.8K0.03%+2113F-HRTimeline
Piscataqua Savings Bank263$24.1K0.02%013F-HRTimeline
Pacifica Partners Inc.255$23.3K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.252$23.1K0.01%013F-HRTimeline
Ridgewood Investments LLC226$20.7K0.01%-113F-HRTimeline
High Note Wealth, LLC225$20.6K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.216$19.8K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.202$18.5K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC200$18.3K0.01%-2,00013F-HRTimeline
Rakuten Investment Management, Inc.197$18.1K<0.01%13F-HRTimeline
Kiker Wealth Management, LLC168$15.4K0.01%-3,87513F-HRTimeline
Sandy Spring Bank164$15K<0.01%new13F-HRTimeline
NFSG Corp163$15K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.158$14.5K0.01%-6213F-HRTimeline
Glen Eagle Advisors, LLC150$13.8K<0.01%013F-HRTimeline
EPG Wealth Management LLC142$13K<0.01%-5913F-HRTimeline
DAGCO, INC.135$12.4K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC134$12.3K<0.01%-7613F-HRTimelineGroup
Versant Capital Management, Inc124$11.4K<0.01%013F-HRTimeline
Belmont Capital, LLC120$11K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC119$10.9K<0.01%-71613F-HRTimeline
SIGNATUREFD, LLC117$10.8K<0.01%-1113F-HRTimeline
Cheviot Value Management, LLC108$9.87K<0.01%new13F-HRTimeline
LRI Investments, LLC107$9.81K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC98$8.99K<0.01%-22013F-HRTimeline
Key Financial Inc95$8.71K<0.01%-213F-HRTimeline
CITY HOLDING CO91$8.35K<0.01%+5113F-HRTimeline
REAP Financial Group, LLC84$7.71K<0.01%-37813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC80$7.34K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.78$7.14K<0.01%+2013F-HRTimelineGroup
IMG Wealth Management, Inc.73$6.69K0.01%+113F-HRTimeline
Inlight Wealth Management, LLC71$6.51K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA70$6.42K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC69$6.33K<0.01%013F-HR/ATimeline
Coastline Trust Co61$5.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Capital Management, LLC57$5.21K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC55$5.04K<0.01%new13F-HRTimeline
WealthShield Partners, LLC54$4.95K<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC52$4.77K<0.01%-27313F-HRTimeline
Bernard Wealth Management Corp.48$4.4K<0.01%-713F-HRTimeline
Citizens National Bank Trust Department43$3.94K<0.01%new13F-HRTimeline
Evergreen Private Wealth LLC43$3.94K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…41$3.76K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.39$3.58K<0.01%-2213F-HRTimeline
Nordwand Advisors, LLC39$3.58K<0.01%013F-HRTimeline
Westside Investment Management, Inc.38$3.49K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV35$3.21K<0.01%013F-HRTimeline
UMB Bank, n.a.35$3.21K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COUNTRY TRUST BANK34$3.12K<0.01%new13F-HR/ATimeline
BFSG, LLC28$2.57K<0.01%+1213F-HRTimeline
Kathleen S. Wright Associates Inc.26$2.38K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC25$2.29K<0.01%new13F-HRTimeline
Crews Bank & Trust23$2.11K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22$2.02K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.21$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARTLETT & CO. WEALTH MANAGEMENT LLC21$1.93K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA18$1.65K<0.01%-913F-HRTimelineGroup
Aventura Private Wealth, LLC17$1.56K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP15$1.38K<0.01%013F-HRTimeline
City State Bank13$1.19K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…11$1.01K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…10$917<0.01%013F-HRTimelineGroup
Richardson Capital Management LLC4$367<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC4$367<0.01%-2013F-HRTimeline
Legacy Advisors, LLC11,241$143<0.01%013F-HRTimeline
HighMark Wealth Management LLC1$104<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$95<0.01%13F-HRTimeline
Bellwether Advisors, LLC1$92<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1$83<0.01%-16,01013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$22<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-35,24713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.