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Disclosery

BILS SPDR SERIES TRUST

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ST STR BL 12 ETF (fund)

287 managers (289 13F filers) reported a position in BILS shares at 2025-06-30, 24,536,909 shares in all. 34 filers opened a position and 25 filers sold out during the quarter.

Managers
287
13F filers
289
New
34
Added
120
Reduced
106
Sold out
25
Shares held by filers
24,536,909

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Creative Planningin group Creative Planning5,500$547K<0.01%+1,43713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,464$542K<0.01%+67913F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC5,363$533K0.06%-2,86213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,160$513K0.07%-73213F-HRTimeline
CacheTech Inc.5,125$510K0.09%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,003$497K<0.01%-5,51413F-HRTimeline
Sigma Planning Corp4,975$495K0.01%+37013F-HRTimeline
Darden Wealth Group Inc4,909$488K0.29%new13F-HRTimeline
Advance Capital Management, Inc.4,749$472K0.02%-29213F-HRTimeline
Stonebridge Financial Planning Group, L…4,707$468K0.2%013F-HRTimeline
INSIGHT 2811, INC.4,635$461K0.22%-2,50013F-HRTimeline
PFG Investments, LLC4,533$451K0.03%-55013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,502$448K0.08%-68013F-HRTimeline
Simplicity Wealth,LLC4,483$446K0.02%-5,74513F-HRTimeline
Modern Wealth Management, LLC4,405$438K0.01%-66613F-HR/ATimeline
RFG Advisory, LLC4,395$437K0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC4,311$429K0.05%+27613F-HRTimeline
Perennial Investment Advisors, LLC4,258$423K0.04%new13F-HRTimeline
Midwest Trust Co4,171$415K0.01%13F-HRTimeline
Councilor Wealth, LLC4,111$409K0.19%+26813F-HRTimeline
WBH ADVISORY INC4,063$404K0.03%+23513F-HRTimeline
IHT Wealth Management, LLC3,950$393K0.01%-50013F-HRTimeline
Atria Wealth Solutions, Inc.3,845$382K0.01%-7,82013F-HRTimeline
Consolidated Portfolio Review Corp3,823$380K0.05%new13F-HRTimeline
Csenge Advisory Group3,790$377K0.02%new13F-HRTimeline
Freedom Investment Management, Inc.3,682$366K0.03%+1,33113F-HRTimeline
Weaver Capital Management LLC3,420$340K0.08%+1,09613F-HRTimeline
Marks Wealth, LLC3,364$334K0.11%new13F-HRTimeline
Betterment LLC3,316$330K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC3,275$326K0.01%+90413F-HRTimeline
Portside Wealth Group, LLC3,259$324K0.05%-6813F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC3,180$316K0.45%-63413F-HRTimeline
Principle Wealth Partners LLC3,122$310K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,085$307K0.03%-9,72713F-HRTimeline
JT Stratford LLC2,970$295K0.04%new13F-HRTimeline
Hofer & Associates. Inc2,939$292K0.18%-38813F-HRTimeline
SteelPeak Wealth, LLC2,924$291K0.01%new13F-HRTimeline
Archford Capital Strategies, LLC2,888$287K0.04%013F-HRTimeline
Ridgeline Wealth Planning, LLC2,829$281K0.23%-5913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,715$269K0.08%013F-HRTimeline
Destination Wealth Management2,547$253K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,500$249K0.01%013F-HRTimelineGroup
Invst, LLC2,449$243K0.03%new13F-HRTimeline
Fonville Wealth Management LLC2,445$243K0.06%new13F-HRTimeline
Camelot Portfolios, LLC2,369$236K0.14%-13113F-HRTimeline
Premier Path Wealth Partners, LLC2,339$233K0.03%-67513F-HRTimeline
Northwest Capital Management Inc2,325$231K0.13%-1,10513F-HRTimeline
NOVEM GROUP2,322$231K0.03%-74413F-HRTimeline
Legacy CG, LLC2,292$228K0.07%-1,37213F-HRTimeline
NWF Advisory Services Inc.2,274$226K0.03%new13F-HRTimeline
Summit Investment Advisory Services, LLC2,266$225K0.1%-25113F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC2,200$219K0.01%-2013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,168$216K0.08%new13F-HRTimeline
Strategic Blueprint, LLC2,140$213K0.01%-39613F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC2,133$212K0.06%-5313F-HRTimeline
Kings Path Partners LLC2,128$212K0.09%-4,84213F-HRTimeline
Nvest Financial, LLC2,119$211K0.11%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,111$210K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,070$206K<0.01%-4,92413F-HRTimeline
AE Wealth Management LLC2,031$202K<0.01%+3313F-HRTimeline
Etesian Wealth Advisors, Inc.2,024$201K0.08%013F-HRTimeline
Nordwand Advisors, LLC1,933$192K0.03%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,791$178K0.05%-3013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,494$149K0.01%-9013F-HRTimelineGroup
Luminist Capital LLC1,469$146K0.14%-19013F-HRTimeline
Clearstead Trust, LLC1,377$137K0.03%013F-HRTimeline
COMERICA BANK1,152$115K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,100$109K<0.01%-27213F-HRTimelineGroup
Fourth Dimension Wealth, LLC1,008$100K0.04%-1,26013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,000$99.4K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,000$99.4K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…852$84.7K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC800$79.5K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC629$62.6K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC534$53.1K0.06%+1113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC452$44.9K<0.01%new13F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors426$42.4K0.01%+23513F-HRTimelineGroup
Western Pacific Wealth Management, LP400$39.8K0.04%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC377$37.5K<0.01%-166,96813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC352$35K<0.01%+30113F-HRTimeline
JDM Financial Group LLC178$17.7K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.100$9.94K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC38$3.78K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26$2.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.24$2.39K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC3$298<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.