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Disclosery

BIL SPDR SERIES TRUST

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SHS (fund)

1,228 managers (1,244 13F filers) reported a position in BIL shares at 2025-12-31, 243,825,692 shares in all. 98 filers opened a position and 106 filers sold out during the quarter.

Managers
1,228
13F filers
1,244
New
98
Added
512
Reduced
465
Sold out
106
Shares held by filers
243,825,692

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY23,815,971$2.18B0.13%-990,20613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,434,502$1.5B0.11%+27,53113F-HRTimelineGroup
LPL Financial LLC13,175,217$1.2B0.33%-66,65613F-HRTimeline
UBS Group AGgroup of 2 filers holding8,204,959$750M+275,722Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,168,135$746M0.13%-226,97213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,985,142$638M0.12%+279,75113F-HRTimelineGroup
Capital Wealth Planning, LLC4,808,345$439M2.84%+214,18713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,663,447$426M0.38%-128,38813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,617,074$422M0.22%+119,95913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,186,242$383M0.12%+15,64813F-HRTimelineGroup
IEQ CAPITAL, LLC4,010,468$366M1.1%+845,81613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,942,405$360M0.69%+133,92313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,303,943$302M-1,876,316Timeline
Capital International Investorsin group Capital International Investo…3,190,426$292M0.05%+235,96813F-HRTimelineGroup
Cetera Investment Advisers2,861,381$261M0.29%+203,14713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding2,766,358$253M+179,046Timeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,741,333$251M1.75%+396,57413F-HRTimeline
CWM, LLCin group CWM, LLC2,471,078$226M0.61%-372,73213F-HRTimelineGroup
3EDGE Asset Management, LP2,448,032$224M11.61%+1,244,52813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,233,352$204M0.3%-175,16413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,997,439$183M4.46%+12,07913F-HRTimeline
Cambridge Investment Research Advisors,…1,695,724$155M0.41%+425,18513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,587,216$145M<0.01%-94,17613F-HRTimelineGroup
Composition Wealth, LLC1,570,243$143M2.06%+771,60513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,554,738$142M1.08%+542,36513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,540,704$141M0.25%-149,85413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,468,207$134M0.03%+186,79313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,460,447$133M0.27%+234,44813F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,428,135$131M0.57%-185,43413F-HRTimelineGroup
ArrowMark Colorado Holdings LLC1,413,002$129M2.84%-149,72813F-HRTimeline
Gotham Asset Management, LLC1,402,978$128M0.47%+1,111,10613F-HRTimeline
Creative Planningin group Creative Planning1,395,038$127M0.09%+6,03413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,286,215$118M0.05%+731,97713F-HRTimelineGroup
Dakota Wealth Management1,224,459$112M1.99%-73,80113F-HR/ATimeline
Impact Partnership Wealth, LLC1,163,796$106M13.64%+100,87413F-HRTimeline
MBL Wealth, LLC1,098,043$100M8.05%+31,00813F-HRTimeline
Prescott Group Capital Management, L.L.…1,059,708$96.8M9%+1,039,02813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,056,438$96.5M0.06%+28,21813F-HR/ATimelineGroup
Sandhill Capital Partners LLC990,791$90.5M6.45%+60,85113F-HRTimeline
Randolph Co Inc967,116$88.4M8.47%+530,15013F-HRTimeline
Foundations Investment Advisors, LLC912,502$83.4M1.09%-830,01413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP907,445$82.9M0.11%-1,918,16713F-HRTimelineGroup
EAGLE CAPITAL MANAGEMENT LLC880,977$80.5M0.25%+6,58513F-HRTimeline
Mariner, LLCin group Mariner, LLC878,240$80.3M0.1%+136,95813F-HRTimelineGroup
Private Advisor Group, LLC850,601$77.7M0.37%-149,25713F-HRTimeline
Valence8 US LP834,451$76.3M22.59%+417,20013F-HRTimeline
SPROTT INC.830,949$75.9M2.72%+47,02813F-HRTimeline
MML INVESTORS SERVICES, LLC774,549$70.8M0.17%+31,72013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC763,768$69.8M0.09%+249,19413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC750,239$68.6M1.22%-160,34013F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV738,347$67.5M0.1%+104,84913F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…712,283$65.1M0.11%+311,56713F-HRTimelineGroup
Capital Investment Advisory Services, L…709,767$64.9M4.59%new13F-HRTimeline
Howard Capital Management, LLC703,089$64.2M0.83%-229,59913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.683,314$62.4M0.1%+21,75213F-HRTimelineGroup
HighTower Advisors, LLC682,168$62.3M0.07%+91,59113F-HRTimeline
Permanens Capital L.P.664,112$60.7M7.91%+222,47213F-HRTimeline
Perigon Wealth Management, LLC657,660$60.1M1.08%+647,51213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC576,488$52.7M5.48%-1,303,04713F-HRTimelineGroup
Twelve Points Wealth Management LLC575,014$52.6M11.84%+47,07113F-HRTimeline
Verdence Capital Advisors LLC568,252$51.9M3.07%+22,41513F-HRTimeline
Acorns Advisers, LLC562,960$51.4M0.39%+14,73813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…557,665$51M1.88%+194,47313F-HRTimelineGroup
Capital Asset Advisory Services LLC543,548$49.7M2%-189,48213F-HRTimeline
Northstar Group, Inc.534,815$48.9M6.66%+21,51213F-HRTimeline
Salomon & Ludwin, LLC531,118$48.5M4.29%+8,79113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.522,383$47.7M0.39%+18,84513F-HRTimelineGroup
EP Wealth Advisors, LLC520,940$47.6M0.25%13F-HRTimeline
Hibernia Wealth Partners, LLC518,073$47.3M14.25%+250,44613F-HRTimeline
Steward Partners Investment Advisory, L…518,021$47.3M0.26%+126,13613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth490,507$44.8M0.05%+288,10113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…488,000$44.6M0.12%+285,00013F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC470,880$43M6.03%-32,72813F-HRTimeline
Second Half Financial Partners, LLC469,315$42.9M19.04%013F-HRTimeline
&PARTNERS466,920$42.7M0.22%+32,87513F-HRTimeline
Relyea Zuckerberg Hanson LLC462,338$42.2M4.27%+43,97213F-HRTimeline
CWA Asset Management Group, LLC462,029$42.2M1.52%-55,93113F-HRTimeline
Bell Bank441,486$40.3M1.72%+1,37413F-HRTimeline
Sicart Associates LLC439,682$40.2M10.66%+8,00013F-HRTimeline
Apriem Advisors437,425$40M3.67%+25,15413F-HRTimeline
McGuire Investment Group, LLC436,252$39.9M4.26%+98,44213F-HRTimeline
Advisory Services Network, LLC435,435$39.8M0.56%-28,41113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC428,794$39.2M0.62%+62,59613F-HRTimelineGroup
Running Point Capital Advisors, LLC422,689$38.6M10.53%-142,75313F-HRTimeline
Sollinda Capital Management LLC419,612$38.3M9.79%+43,68813F-HRTimeline
12th Street Asset Management Company, L…411,463$37.6M6.2%-183,50813F-HRTimeline
B. Riley Wealth Advisors, Inc.410,061$37.5M1.77%+13,56813F-HRTimeline
Farther Finance Advisors, LLC407,901$37.3M0.4%+97,34313F-HRTimeline
Rehmann Capital Advisory Group406,717$37.2M1.94%+40,95613F-HRTimeline
SCOTIA CAPITAL INC.396,674$36.2M0.15%-82,50813F-HRTimeline
Cypress Capital, LLC396,462$36.2M10.15%+46,90113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers395,362$36.1M0.05%+20,65713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management392,883$35.9M0.41%-55,26013F-HRTimelineGroup
D.A. DAVIDSON & CO.392,731$35.9M0.22%+136,21513F-HRTimeline
RFG Advisory, LLC391,021$35.7M0.67%-9,31813F-HRTimeline
Inscription Capital, LLC385,448$35.2M3.62%+137,14613F-HRTimeline
NewEdge Advisors, LLC381,752$34.9M0.13%-47,45813F-HRTimeline
Capital World Investors381,762$34.9M<0.01%+99,71813F-HRTimeline
Mutual Advisors, LLC380,353$34.8M0.75%-65,77513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/379,729$34.7M0.04%+297,12413F-HRTimelineGroup
Twin Lakes Capital Management, LLC374,717$34.2M15.21%+9,81113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding370,031$33.8M-2,659Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.359,743$32.9M0.22%-29,83013F-HRTimelineGroup
Portside Wealth Group, LLC357,698$32.7M4.43%+64,85513F-HRTimeline
North Capital, Inc.355,783$32.5M28.02%+21,77013F-HR/ATimeline
One Capital Management, LLC354,636$32.4M0.98%+68,05913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…352,010$32.2M0.06%+69,91313F-HRTimelineGroup
Convergence Financial, LLC349,230$31.9M4.66%+2,66513F-HRTimeline
CENTAURUS FINANCIAL, INC.348,967$31.9M1.46%+6,87613F-HRTimeline
WCG Wealth Advisors LLC340,044$31.1M0.87%+182,77613F-HRTimeline
Nutshell Asset Management Ltd340,000$31.1M11.08%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC338,888$31M1.63%-33313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…338,605$31M0.04%+9,38413F-HRTimeline
Barry Investment Advisors, LLC330,702$30.2M6.73%+120,99513F-HRTimeline
Merit Financial Group, LLC322,727$29.5M0.24%-73,70013F-HRTimeline
McNamara Financial Services, Inc.322,559$29.5M5.59%+2,14013F-HRTimeline
Ausdal Financial Partners, Inc.320,473$29.3M1.36%-11,72713F-HRTimeline
Bison Wealth, LLC319,648$29.3M3.29%+209,59213F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.317,197$29M13.7%+3,77413F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP316,769$29M4.98%-22,91313F-HRTimeline
Carrera Capital Advisors314,703$28.8M4.84%-17,99313F-HRTimeline
Pacific Point Advisors, LLC314,325$28.7M15.38%+48,82313F-HRTimeline
Allworth Financial LP312,521$28.6M0.12%-49,95013F-HRTimeline
WealthPlan Investment Management, LLC302,987$27.7M1.76%-9,32313F-HRTimeline
Integrated Advisors Network LLC299,727$27.4M1.21%+48,76613F-HRTimeline
Auour Investments LLC299,070$27.3M8.7%-117,97413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP298,275$27.3M0.02%+62,56813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…293,439$26.8M3.96%+110,20613F-HRTimeline
Teamwork Financial Advisors, LLC292,349$26.7M2.85%-92,88513F-HRTimeline
Strategic Investment Advisors / MI292,069$26.7M2.31%+290,01113F-HRTimeline
Sanctuary Advisors, LLC288,648$26.4M0.14%-24,12913F-HRTimeline
Cresset Asset Management, LLC285,475$26.1M0.11%+19,91313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd284,434$26M0.28%+280,58813F-HRTimelineGroup
Fortis Group Advisors, LLC279,437$25.6M4.3%-99,87413F-HRTimeline
Quantinno Capital Management LP279,345$25.5M0.05%-54,14513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…279,057$25.5M0.15%+12,38813F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.276,031$25.2M0.92%-22413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC274,555$25.1M0.21%-84213F-HRTimeline
Turning Point Benefit Group, Inc.273,683$25M13.06%-19,90013F-HRTimeline
Dean, Jacobson Financial Services, LLC273,248$25M15.84%+6,45313F-HRTimeline
Kingsview Wealth Management, LLC264,593$24.2M0.35%-22,80313F-HRTimeline
Arete Wealth Advisors, LLC263,363$24.1M1.67%+106,14213F-HR/ATimeline
BEACON FINANCIAL GROUP263,157$24M2.39%+34,83513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC258,693$23.6M5.32%+21,98713F-HRTimeline
Fort Point Capital Partners LLC252,462$23.1M2.8%-97,94213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC252,392$23.1M0.02%-34,11813F-HRTimelineGroup
KEATING INVESTMENT COUNSELORS INC251,628$23M6.38%+4,52913F-HRTimeline
Berkshire Money Management, Inc.251,294$23M2.19%+6,81613F-HRTimeline
Parkwood LLC248,100$22.7M1.93%+225,83013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC247,357$22.6M8.36%+44,94713F-HRTimeline
Winch Advisory Services, LLC246,342$22.5M4.98%+6,12813F-HRTimeline
Integrated Wealth Concepts LLC246,022$22.5M0.27%-72,99113F-HRTimeline
Sound Portfolio Advisors, LLC239,342$21.9M18.37%13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.236,938$21.7M0.16%+161,41613F-HRTimelineGroup
ALETHEA CAPITAL MANAGEMENT, LLC236,611$21.6M10.5%-75,36313F-HRTimeline
NorthRock Partners, LLC236,491$21.6M0.37%-27,09613F-HRTimeline
Beacon Capital Management, Inc.233,503$21.3M1.14%-94313F-HRTimeline
Ebert Capital Management Inc.231,869$21.3M20.55%13F-HRTimeline
Jacobi Capital Management LLC232,489$21.2M1.23%new13F-HRTimeline
Night Owl Capital Management, LLC227,208$20.8M2.28%+40,76713F-HRTimeline
Beaumont Financial Advisors, LLC227,016$20.7M1.37%+34,75313F-HRTimeline
Saratoga Research & Investment Manageme…225,181$20.6M1.08%-20,51613F-HRTimeline
Hilton Capital Management, LLC224,336$20.5M1.54%+158,04213F-HRTimeline
Hippocratic Financial Advisors, LLC223,947$20.5M9.43%-70,90613F-HRTimeline
IHT Wealth Management, LLC217,913$19.9M0.48%+40,06213F-HRTimeline
Trivium Point Advisory, LLC215,512$19.7M1.98%+39,12313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…215,455$19.7M0.26%+28,06913F-HRTimelineGroup
Global Retirement Partners, LLC213,105$19.5M0.35%+37,94313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…212,921$19.5M0.22%-103,96213F-HRTimelineGroup
Maridea Wealth Management LLC212,752$19.4M2.93%+10,89613F-HRTimeline
Belpointe Asset Management LLC209,579$19.2M0.69%+52713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC207,166$18.9M0.91%+197,43213F-HRTimeline
RIA Advisory Group LLC205,274$18.8M4.54%+41,87813F-HRTimeline
Strategic Advisors LLC203,389$18.6M2.91%+22213F-HRTimeline
Vestmark Advisory Solutions, Inc.203,022$18.6M0.25%+194,61413F-HRTimeline
Roundview Capital LLC201,209$18.4M1.13%+10,06613F-HRTimeline
DT Investment Partners, LLC198,740$18.2M1.5%+22,09913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT197,615$18.1M0.14%-1,28313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC196,260$17.9M0.01%-46,05013F-HR/ATimelineGroup
Wealthfront Advisers LLC195,835$17.9M0.04%+15,38113F-HRTimeline
Hofer & Associates. Inc194,708$17.8M9.43%+4,36413F-HRTimeline
Clarkston Capital Partners, LLC194,262$17.8M0.41%+54,89913F-HRTimeline
New Age Alpha Advisors, LLC191,400$17.5M0.76%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT190,738$17.4M3.78%-20,84313F-HRTimeline
Virtue Capital Management, LLC190,602$17.4M2.69%+189,77513F-HR/ATimeline
Aptus Capital Advisors, LLC189,544$17.3M0.15%-36,30613F-HRTimeline
Janney Montgomery Scott LLC188,700$17.2M0.04%-47,71113F-HRTimeline
Kohmann Bosshard Financial Services, LLC187,939$17.2M1.54%+33,62113F-HRTimeline
Arta Finance Wealth Management LLC187,743$17.2M8.75%13F-HRTimeline
High Note Wealth, LLC183,952$16.8M3.29%+26,56113F-HRTimeline
Atria Investments, Inc182,110$16.6M0.19%+52,42313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP181,138$16.6M0.01%+27,72013F-HRTimelineGroup
Austin Wealth Management, LLC180,449$16.5M2.44%-29,41413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding178,389$16.3M-6,667Timeline
Ranch Capital Advisors Inc.174,936$16M5.88%+7,08513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…173,993$15.9M0.31%+11,40413F-HRTimelineGroup
COMERICA BANK172,467$15.8M0.06%-4,55213F-HRTimeline
Lake Hills Wealth Management, LLC172,364$15.8M8.22%+104,15113F-HRTimeline
NORDEN GROUP LLC172,313$15.7M1.54%-47,18913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC171,583$15.7M0.54%+20,36213F-HRTimelineGroup