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Disclosery

BILS SPDR SERIES TRUST

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ST STR BL 12 ETF (fund)

275 managers (277 13F filers) reported a position in BILS shares at 2025-03-31, 24,275,014 shares in all. 38 filers opened a position and 18 filers sold out during the quarter.

Managers
275
13F filers
277
New
38
Added
129
Reduced
88
Sold out
18
Shares held by filers
24,275,014

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
PRUDENTIAL PLCin group PRUDENTIAL PLC4,713$469K<0.01%013F-HRTimelineGroup
Stonebridge Financial Planning Group, L…4,707$468K0.21%-88513F-HRTimeline
Sigma Planning Corp4,605$458K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,531$451K0.01%new13F-HRTimeline
IHT Wealth Management, LLC4,450$443K0.01%013F-HRTimeline
Cresset Asset Management, LLC4,432$441K<0.01%-1,16713F-HRTimeline
Perigon Wealth Management, LLC4,174$415K0.01%+2913F-HRTimeline
FINANCIAL COUNSELORS INC4,171$415K0.01%new13F-HRTimeline
Mutual Advisors, LLC4,088$406K0.01%+1,80613F-HRTimeline
Creative Planningin group Creative Planning4,063$404K<0.01%new13F-HRTimelineGroup
Moloney Securities Asset Management, LLC4,035$401K0.05%+18013F-HRTimeline
Councilor Wealth, LLC3,843$382K0.19%+17313F-HRTimeline
WBH ADVISORY INC3,828$381K0.04%-1,87913F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC3,814$379K0.58%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,784$377K<0.01%-1,77213F-HRTimeline
Legacy CG, LLC3,664$365K0.12%-12,71413F-HRTimeline
NAPA WEALTH MANAGEMENT3,625$361K0.2%-24,74913F-HRTimeline
O'ROURKE & COMPANY, Inc3,607$359K0.18%+913F-HRTimeline
Northwest Capital Management Inc3,430$341K0.14%013F-HRTimeline
ZynergyRetirementPlanningLLC3,438$341K0.24%-3,03013F-HRTimeline
Astra Wealth Partners LLC3,348$333K0.32%-4,73013F-HRTimeline
Portside Wealth Group, LLC3,327$331K0.05%-9113F-HR/ATimeline
Hofer & Associates. Inc3,327$331K0.22%+77313F-HRTimeline
Principle Wealth Partners LLC3,122$311K0.02%new13F-HRTimeline
NOVEM GROUP3,066$305K0.04%+10613F-HRTimeline
Salomon & Ludwin, LLC3,020$300K0.03%-68013F-HRTimeline
Premier Path Wealth Partners, LLC3,014$300K0.05%+69413F-HRTimeline
Ridgeline Wealth Planning, LLC2,888$287K0.28%-11613F-HRTimeline
Archford Capital Strategies, LLC2,888$287K0.04%013F-HRTimeline
COURIER CAPITAL LLC2,721$271K0.02%-25,44913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,715$270K0.09%+1,50813F-HRTimeline
Focus Financial Network, Inc.2,562$255K0.01%new13F-HRTimeline
Destination Wealth Management2,547$253K0.01%013F-HRTimeline
Strategic Blueprint, LLC2,536$252K0.01%new13F-HRTimeline
Summit Investment Advisory Services, LLC2,517$250K0.12%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,500$249K0.01%new13F-HRTimelineGroup
Camelot Portfolios, LLC2,500$249K0.15%new13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.2,416$240K0.16%-2,61413F-HRTimeline
Virtue Capital Management, LLC2,413$240K0.03%new13F-HRTimeline
Meridian Wealth Management, LLC2,371$236K0.01%+10813F-HRTimeline
Freedom Investment Management, Inc.2,351$234K0.02%-37013F-HRTimeline
Weaver Capital Management LLC2,324$231K0.06%+14013F-HRTimeline
Vertex Planning Partners, LLC2,311$230K0.05%-26313F-HRTimeline
Fourth Dimension Wealth, LLC2,268$226K0.11%013F-HRTimeline
Compound Planning, Inc.2,267$226K0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,220$221K0.01%-2,50213F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC2,186$218K0.06%-6913F-HRTimeline
Eagle Bay Advisors LLC2,060$205K0.17%-3,87913F-HRTimeline
Etesian Wealth Advisors, Inc.2,024$201K0.09%new13F-HRTimeline
AE Wealth Management LLC1,998$199K<0.01%-3313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,821$181K0.06%-1,38213F-HRTimeline
Luminist Capital LLC1,659$165K0.18%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,584$158K0.01%-46,13313F-HRTimelineGroup
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
COMERICA BANK1,152$115K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$99.5K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…852$84.8K<0.01%-22513F-HRTimelineGroup
Aptus Capital Advisors, LLC629$62.6K<0.01%+4813F-HRTimeline
NorthRock Partners, LLC530$52.7K<0.01%-5113F-HRTimeline
Financial Network Wealth Advisors LLC523$52K0.07%+17413F-HRTimeline
MAI Capital Management479$47.7K<0.01%013F-HRTimeline
Belmont Capital, LLC221$22K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors191$19K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC178$17.7K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.100$9.95K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$9K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC51$5.07K<0.01%-5213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…41$4.08K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC38$3.77K<0.01%+2013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26$2.58K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.24$2.39K<0.01%-10413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$796<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC7$696<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.