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Disclosery

BILS SPDR SERIES TRUST

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ST STR BL 12 ETF (fund)

262 managers (264 13F filers) reported a position in BILS shares at 2024-12-31, 22,152,927 shares in all. 28 filers opened a position and 21 filers sold out during the quarter.

Managers
262
13F filers
264
New
28
Added
100
Reduced
95
Sold out
21
Shares held by filers
22,152,927

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
Castleview Partners, LLC3,875$384K0.21%-15113F-HR/ATimeline
Moloney Securities Asset Management, LLC3,855$382K0.05%+18713F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC3,814$378K0.59%013F-HRTimeline
Salomon & Ludwin, LLC3,700$367K0.04%013F-HRTimeline
Councilor Wealth, LLC3,670$364K0.17%-49013F-HRTimeline
O'ROURKE & COMPANY, Inc3,598$357K0.17%+1,36713F-HRTimeline
Sightline Wealth Advisors, LLC3,540$351K0.19%-2313F-HRTimeline
Parallel Advisors, LLC3,463$343K0.01%-90,20413F-HRTimeline
Modern Wealth Management, LLC3,439$341K0.01%+913F-HR/ATimeline
Northwest Capital Management Inc3,430$340K0.15%-98213F-HRTimeline
Portside Wealth Group, LLC3,418$339K0.06%-53013F-HR/ATimeline
NavPoint Financial, Inc.3,374$335K0.26%-1,23213F-HRTimeline
Global Retirement Partners, LLC3,240$321K0.01%-2513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,203$318K0.1%-64013F-HRTimeline
PFG Investments, LLC3,062$304K0.02%+10013F-HRTimeline
Ridgeline Wealth Planning, LLC3,004$298K0.29%13F-HRTimeline
NOVEM GROUP2,960$293K0.04%13F-HRTimeline
Archford Capital Strategies, LLC2,888$286K0.04%new13F-HRTimeline
Bright Futures Wealth Management, LLC.2,788$277K0.25%new13F-HRTimeline
Freedom Investment Management, Inc.2,721$270K0.02%-16413F-HRTimeline
Beacon Pointe Advisors, LLC2,693$267K<0.01%+9513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,575$255K0.01%-32013F-HR/ATimelineGroup
Vertex Planning Partners, LLC2,574$255K0.06%-55413F-HRTimeline
Hofer & Associates. Inc2,554$253K0.17%+3913F-HRTimeline
Destination Wealth Management2,547$253K0.01%013F-HRTimeline
Summit Investment Advisory Services, LLC2,517$250K0.13%new13F-HRTimeline
Checchi Capital Advisers, LLC2,445$242K0.02%new13F-HRTimeline
Kelman-Lazarov, Inc.2,424$240K0.04%-24913F-HRTimeline
Simplicity Wealth,LLC2,375$235K0.05%new13F-HRTimeline
Premier Path Wealth Partners, LLC2,320$230K0.04%+2513F-HRTimeline
Mutual Advisors, LLC2,282$227K0.01%-2,87913F-HRTimeline
GEN Financial Management, INC.2,277$226K0.15%13F-HRTimeline
Fourth Dimension Wealth, LLC2,268$225K0.12%13F-HRTimeline
Meridian Wealth Management, LLC2,263$224K0.01%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC2,255$224K0.06%new13F-HRTimeline
Weaver Capital Management LLC2,184$217K0.06%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,074$206K0.04%-4,01513F-HRTimeline
AE Wealth Management LLC2,031$201K<0.01%new13F-HRTimeline
Pacific Sage Partners, LLC2,030$201K0.05%new13F-HRTimeline
Sugarloaf Wealth Management, LLC1,379$137K0.03%013F-HRTimeline
Clearstead Trust, LLC1,377$137K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,372$136K<0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV1,207$119K0.04%013F-HRTimeline
COMERICA BANK1,152$114K<0.01%-4913F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,100$109K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,077$107K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,000$99.2K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC581$57.6K<0.01%+10013F-HR/ATimeline
Aptus Capital Advisors, LLC581$57.6K<0.01%-4913F-HRTimeline
MAI Capital Management479$47.5K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…412$40.9K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC349$34.6K0.06%-22713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors191$18.9K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC178$17.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.128$12.7K<0.01%-1113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC103$10.2K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.100$9.91K0.01%-3513F-HRTimeline
AlphaMark Advisors, LLC30$3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26$2.55K<0.01%+113F-HRTimeline
Tower View Wealth Management LLC18$1.78K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC18$1.78K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.