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Disclosery

BIL SPDR SERIES TRUST

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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
MORGAN STANLEYin group MORGAN STANLEY21,644,765$1.99B0.14%+2,246,90413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,505,913$1.42B0.13%-845,57713F-HRTimelineGroup
LPL Financial LLC12,500,373$1.15B0.45%+1,006,65713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,284,971$668M1.84%+6,286,12713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,113,564$653M+530,338Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,888,377$632M0.14%+1,244,23513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,802,995$624M0.15%+691,85513F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,758,773$620M0.14%+240,81913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,481,026$503M0.53%+475,82313F-HRTimelineGroup
Capital Wealth Planning, LLC5,419,049$497M4.31%+318,66413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,290,409$302M0.76%-103,91313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,197,985$293M0.47%+136,01713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,887,793$265M0.1%+171,25213F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP2,812,458$258M4.36%+650,31513F-HRTimeline
Cetera Investment Advisers2,494,101$229M0.44%+105,86013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,453,640$225M1.19%+1,092,38113F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…2,351,528$216M0.04%+115,73113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding2,302,581$211M+261,290Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,292,318$210M0.47%-112,62413F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,030,309$186M0.74%+191,50213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,023,621$186M0.14%+1,723,13413F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,963,456$181M1.82%+234,79913F-HRTimeline
3EDGE Asset Management, LP1,949,804$179M12.16%-704,65413F-HRTimeline
Dakota Wealth Management1,846,887$169M3.97%+486,70713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,629,049$149M8.51%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,496,900$137M0.04%-397,27213F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,479,845$136M0.46%+147,07013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,453,713$133M<0.01%-290,47613F-HRTimelineGroup
Creative Planningin group Creative Planning1,424,407$131M0.12%+82,86713F-HRTimelineGroup
Howard Capital Management, LLC1,328,263$122M3.06%+179,89613F-HRTimeline
Sandhill Capital Partners LLC1,325,659$122M10%+273,99813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,255,300$115M0.17%+245,30013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,238,873$114M4.35%+115,59713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,190,656$109M0.11%+227,18813F-HRTimelineGroup
IEQ CAPITAL, LLC1,188,895$109M0.87%+284,41813F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC1,172,158$108M0.39%-250,28313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,153,811$106M2.58%+872,00413F-HRTimelineGroup
MBL Wealth, LLC1,122,172$103M10.43%-68,47213F-HRTimeline
Scharf Investments, LLC1,099,547$101M3.05%+849,85713F-HRTimeline
Mariner, LLCin group Mariner, LLC975,582$89.5M0.15%+358,59013F-HRTimelineGroup
Private Advisor Group, LLC931,283$85.4M0.52%-18,28813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC902,085$82.7M0.12%+252,66113F-HRTimeline
Composition Wealth, LLC853,297$78.3M1.57%+155,31013F-HRTimeline
Foundations Investment Advisors, LLC825,833$75.8M1.4%+121,87313F-HRTimeline
12th Street Asset Management Company, L…817,266$75M12.78%+557,64713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…797,277$73.1M0.06%-18,51113F-HRTimelineGroup
Twelve Points Wealth Management LLC781,413$71.7M19.45%+27,46113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC779,930$71.5M1.95%-121,81513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO765,528$70.2M0.01%+185,98313F-HRTimelineGroup
JNBA Financial Advisors758,389$69.6M7.21%+753,73413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…748,029$68.6M0.17%+182,64513F-HRTimelineGroup
THOR TRADING ADVISORS, LLC741,141$68M27.47%+564,17513F-HRTimeline
Capital Investment Advisory Services, L…707,176$64.9M5.8%-7,43313F-HRTimeline
Cypress Capital, LLC702,227$64.4M18.57%-89,63413F-HRTimeline
Capital Asset Advisory Services LLC701,847$64.2M3.27%-78,10513F-HRTimeline
Modern Wealth Management, LLC697,173$64M2.04%+579,31813F-HR/ATimeline
HighTower Advisors, LLC683,386$62.7M0.09%+136,33113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.679,387$62.3M0.12%+84,18013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC679,034$62.3M0.06%-119,04513F-HRTimelineGroup
Advisory Services Network, LLC677,387$62.1M1.19%-28,65113F-HRTimeline
Randolph Co Inc661,660$60.7M7.1%+591,41313F-HRTimeline
Impact Partnership Wealth, LLC646,197$59.3M12.66%-292,40813F-HRTimeline
St. Louis Financial Planners Asset Mana…619,155$56.8M42.45%+102,59513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC616,976$56.6M0.78%+74,37613F-HRTimeline
CWA Asset Management Group, LLC602,719$55.3M2.65%-52,01113F-HRTimeline
RFG Advisory, LLC584,637$53.6M1.45%+170,74313F-HRTimeline
St. James Investment Company, LLC580,825$53.3M8.88%+186,82713F-HRTimeline
EP Wealth Advisors, LLC570,422$52.3M0.42%-1,59813F-HRTimeline
Trilogy Capital Inc.561,875$51.5M2.7%+168,28813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/551,704$50.6M0.03%+395,30013F-HRTimelineGroup
Acorns Advisers, LLC538,240$49.4M0.47%+29,38513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC533,333$48.9M6.17%-1,114,63313F-HRTimelineGroup
Running Point Capital Advisors, LLC528,832$48.5M15.4%-4,49013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC522,556$47.9M8.5%-446,45513F-HRTimeline
Sollinda Capital Management LLC519,898$47.7M13.27%-196,40613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management517,565$47.5M0.68%+159,27213F-HRTimelineGroup
Northstar Group, Inc.517,558$47.5M7.7%+28,55013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP516,740$47.4M<0.01%new13F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP507,612$46.5M9.27%+145,56713F-HRTimeline
Salomon & Ludwin, LLC498,938$45.8M4.88%+16,46713F-HRTimeline
Second Half Financial Partners, LLC479,809$44M21.82%+362,78313F-HRTimeline
Mutual Advisors, LLC479,405$44M1.26%+229,32513F-HRTimeline
Auour Investments LLC475,679$43.6M15.81%+127,93913F-HRTimeline
Fortis Group Advisors, LLC468,488$43M8.34%+16,92713F-HRTimeline
Atria Wealth Solutions, Inc.467,402$42.9M0.52%-6,83613F-HRTimeline
Park Edge Advisors, LLC461,592$42.3M11.79%+369,75713F-HRTimeline
Federation des caisses Desjardins du Qu…453,131$41.6M0.21%-72,54013F-HRTimeline
Prostatis Group LLC444,097$40.7M12.85%+266,02713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC435,792$40M0.3%+64,50713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC432,381$39.7M0.13%+3,25213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC431,999$39.6M2.48%+115,10413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp412,409$37.8M0.01%+202,71013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.407,505$37.4M1.48%+189,20913F-HRTimeline
Integrated Advisors Network LLC406,279$37.3M1.89%-9,35513F-HRTimeline
Gitterman Wealth Management, LLC403,025$37M9.82%+131,06013F-HRTimeline
Verdence Capital Advisors LLC397,138$36.4M2.78%+199,93613F-HRTimeline
TOWNSQUARE CAPITAL LLC394,863$36.2M0.39%+22,73513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding393,799$36.1M+238,119Timeline
Belpointe Asset Management LLC387,709$35.6M1.85%+184,56713F-HRTimeline
Turim 21 Investimentos Ltda.382,140$35.1M9.42%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC381,610$35M0.02%-167,40013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.379,785$34.8M2.11%-9,62013F-HRTimeline
Pacific Point Advisors, LLC376,038$34.5M19.15%+183,11613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.370,749$34M0.21%+33,86413F-HRTimeline
Turning Point Benefit Group, Inc.367,873$33.7M31.47%+4,52413F-HRTimeline
Convergence Financial, LLC364,084$33.4M6.56%+5,36213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/360,913$33.1M0.04%+260,44813F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC360,402$33.1M4.45%+357,13213F-HRTimeline
Innovative Advisory Group, LLC356,732$32.7M31.07%+11,90513F-HRTimeline
Beacon Capital Management, Inc.355,593$32.6M1.62%-1,604,04913F-HRTimeline
McGuire Investment Group, LLC349,651$32.1M4.77%+59,48913F-HRTimeline
Weaver Capital Management LLC347,314$31.9M8.49%+343,01713F-HRTimeline
NorthCoast Asset Management LLC343,541$31.5M0.16%+49,52313F-HR/ATimeline
B. Riley Wealth Advisors, Inc.331,081$30.4M0.92%+191,50913F-HRTimeline
Carrera Capital Advisors329,535$30.2M6.7%-67,78313F-HRTimeline
Fort Point Capital Partners LLC327,980$30.1M3.36%+27,84513F-HRTimeline
HANOVER ADVISORS INC322,416$29.6M12.83%-12,11913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA320,467$29.4M0.07%+17,77013F-HR/ATimelineGroup
Hibernia Wealth Partners, LLC308,738$28.3M20.12%-31,88313F-HRTimeline
One Capital Management, LLC307,356$28.2M0.95%+42,72213F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.306,733$28.1M18.82%+5,20513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding306,728$28.1M-8,458Timeline
ALETHEA CAPITAL MANAGEMENT, LLC306,042$28.1M20.95%+7,29013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers303,830$27.9M0.05%-89,48513F-HRTimelineGroup
&PARTNERS300,044$27.5M0.29%+15,62813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC300,000$27.5M0.49%+151,59413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…294,969$27.1M0.05%+13,69913F-HRTimeline
Ausdal Financial Partners, Inc.293,043$26.9M2.03%+268,74313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV292,721$26.9M0.06%-11,11113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…290,250$26.6M1.46%-23,78013F-HRTimelineGroup
ACT Advisors, LLC.289,170$26.5M14.4%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC281,973$25.9M0.52%+52,40213F-HRTimelineGroup
SPROTT INC.278,654$25.6M1.51%-115,35513F-HRTimeline
North Capital, Inc.277,958$25.5M24.06%13F-HRTimeline
Virtue Capital Management, LLC277,609$25.5M2.98%+68,54913F-HRTimeline
BEACON FINANCIAL GROUP277,467$25.5M2.78%+2,86813F-HRTimeline
Steward Partners Investment Advisory, L…272,653$25M0.22%-15,04413F-HRTimeline
Cresset Asset Management, LLC272,633$25M0.13%+92,29913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.271,139$24.9M4.3%+3,23813F-HRTimeline
KEATING INVESTMENT COUNSELORS INC270,640$24.8M7.49%-57,10213F-HRTimeline
McNamara Financial Services, Inc.269,687$24.7M5.32%+101,04413F-HRTimeline
Capital World Investors268,327$24.6M<0.01%+27,12513F-HRTimeline
Dean, Jacobson Financial Services, LLC268,297$24.6M18.93%new13F-HRTimeline
Berkshire Money Management, Inc.267,319$24.5M2.75%+11,79913F-HRTimeline
Balboa Wealth Partners264,321$24.2M5.85%+219,78613F-HRTimeline
Integrated Wealth Concepts LLC263,673$24.2M0.28%+155,35713F-HRTimeline
Freedom Investment Management, Inc.258,311$23.7M1.99%+40,98913F-HRTimeline
Winch Advisory Services, LLC253,578$23.3M6.15%+82,14813F-HRTimeline
Saratoga Research & Investment Manageme…253,288$23.2M1.23%-3,12313F-HRTimeline
Clarkston Capital Partners, LLC253,176$23.2M0.46%+9,81313F-HRTimeline
ArrowMark Colorado Holdings LLC250,121$22.9M0.37%+175,13613F-HRTimeline
USA FINANCIAL FORMULAS248,255$22.8M3.76%-4,24713F-HRTimeline
Arax Advisory Partners247,415$22.7M1.46%+237,69013F-HRTimeline
Strategic Investment Advisors / MI241,649$22.2M2.35%+11,36513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.241,297$22.1M0.21%-894,11313F-HRTimelineGroup
Janney Montgomery Scott LLC240,428$22.1M0.06%+31,85613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC240,044$22M0.47%+206,28113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC239,052$21.9M3.81%new13F-HRTimeline
Bell Bank238,223$21.9M1.18%-61,54313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC237,774$21.8M6.08%+30,61113F-HRTimeline
MGO ONE SEVEN LLC236,378$21.7M0.84%+137,40513F-HRTimeline
Fortis Capital Advisors, LLC235,798$21.6M4.39%+142,59113F-HRTimeline
Atria Investments, Inc232,499$21.3M0.27%+91,23413F-HRTimeline
Allworth Financial LP232,200$21.3M0.12%+55,65613F-HRTimeline
Apriem Advisors229,604$21.1M2.47%+40,12913F-HRTimeline
Clear Creek Financial Management, LLC227,933$20.9M2.17%+130,27213F-HRTimeline
Private Wealth Group, LLC226,615$20.8M12.22%+26,24113F-HRTimeline
NewEdge Advisors, LLC224,984$20.6M0.12%+7,63713F-HRTimeline
Kingsview Wealth Management, LLC222,655$20.4M0.38%+92,90013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC222,555$20.4M1.73%+107,69113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC221,443$20.3M0.25%+10,12413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …221,349$20.2M1.6%+9,14913F-HRTimeline
Full Sail Capital, LLC218,678$20.1M1.3%-8,94313F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…217,263$19.9M0.04%-105,48313F-HRTimelineGroup
GTS SECURITIES LLC216,387$19.8M0.86%+202,97313F-HRTimeline
Rehmann Capital Advisory Group214,561$19.7M1.24%+52,40313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP214,179$19.6M0.02%+212,43913F-HRTimeline
Sanctuary Advisors, LLC213,582$19.6M0.14%-56,22813F-HRTimeline
Arete Wealth Advisors, LLC212,574$19.5M1.49%+8,01213F-HRTimeline
SYKON CAPITAL LLC212,328$19.5M7.4%-160,42913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT212,011$19.4M0.18%+6,61413F-HRTimeline
Strategic Financial Concepts, LLC210,485$19.3M3.62%+47,29513F-HRTimeline
Lake Hills Wealth Management, LLC207,905$19.1M13.17%+197,07313F-HRTimeline
Trek Financial, LLC206,228$18.9M1.37%+4,15513F-HRTimeline
Teamwork Financial Advisors, LLC204,619$18.8M2.59%+7,22313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC204,560$18.8M6.08%+75,55413F-HRTimeline
SCOTIA CAPITAL INC.203,705$18.7M0.1%+154,89513F-HRTimeline
Austin Wealth Management, LLC203,126$18.6M3.73%-11,28613F-HRTimeline
B & T Capital Management DBA Alpha Capi…202,265$18.6M3.53%+2,13613F-HRTimeline
FLOW TRADERS U.S. LLC201,743$18.5M0.78%new13F-HRTimeline
Strategic Advisors LLC201,573$18.5M3.56%+9,38013F-HRTimeline
Geneos Wealth Management Inc.201,133$18.4M0.27%+119,46613F-HRTimeline
CoreCap Advisors, LLC199,789$18.3M0.81%+109,23113F-HRTimeline
Curran Financial Partners, LLC194,908$17.9M4.39%+8,42413F-HRTimeline
Farther Finance Advisors, LLC192,371$17.6M0.45%+80,16013F-HRTimeline
STABLEFORD CAPITAL II LLC191,685$17.6M7.43%+51,82713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…191,726$17.6M0.04%-4,54213F-HR/ATimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding188,614$17.3M-30,449Timeline
Kohmann Bosshard Financial Services, LLC167,482$16.9M1.99%+52,93013F-HRTimeline
Wealthfront Advisers LLC182,641$16.8M0.04%+28,20813F-HRTimeline