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Disclosery

BILS SPDR SERIES TRUST

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ST STR BL 12 ETF (fund)

264 managers (266 13F filers) reported a position in BILS shares at 2025-09-30, 24,379,898 shares in all. 17 filers opened a position and 34 filers sold out during the quarter.

Managers
264
13F filers
266
New
17
Added
102
Reduced
125
Sold out
34
Shares held by filers
24,379,898

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PFG Investments, LLC4,220$420K0.02%-31313F-HRTimeline
Midwest Trust Co4,171$415K0.01%013F-HRTimeline
Meridian Wealth Management, LLC4,164$414K0.02%+88913F-HRTimeline
Advance Capital Management, Inc.4,007$399K0.02%-74213F-HRTimeline
Consolidated Portfolio Review Corp3,857$384K0.05%+3413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…3,808$379K0.06%-69413F-HRTimeline
Leading Edge Financial Planning LLC3,754$374K0.09%new13F-HRTimeline
Councilor Wealth, LLC3,587$357K0.17%-52413F-HRTimeline
Stonebridge Financial Planning Group, L…3,557$354K0.13%-1,15013F-HRTimeline
Atria Investments, Inc3,423$341K<0.01%new13F-HRTimeline
Kings Path Partners LLC3,255$324K0.12%+1,12713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,225$321K0.01%-7,64513F-HRTimelineGroup
IHT Wealth Management, LLC3,200$318K0.01%-75013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC3,180$316K0.43%013F-HRTimeline
Summit Financial, LLC3,140$313K<0.01%new13F-HRTimeline
Principle Wealth Partners LLC3,122$311K0.02%013F-HRTimeline
Portside Wealth Group, LLC3,075$306K0.04%-18413F-HRTimeline
Simplicity Wealth,LLC2,847$283K0.02%-1,63613F-HRTimeline
Ridgeline Wealth Planning, LLC2,780$277K0.21%-4913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,715$270K0.08%013F-HRTimeline
PRIVATE TRUST CO NA2,679$267K0.02%-40613F-HRTimeline
Destination Wealth Management2,547$253K0.01%013F-HRTimeline
Hofer & Associates. Inc2,534$252K0.14%-40513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,500$249K0.01%013F-HRTimelineGroup
ABLE Financial Group, LLC2,500$249K0.05%new13F-HRTimeline
Wealth Advisors of Iowa, LLC2,496$248K0.08%-7,31513F-HRTimeline
Invst, LLC2,467$246K0.03%+1813F-HRTimeline
Legacy CG, LLC2,435$242K0.07%+14313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,428$242K<0.01%-62,20013F-HRTimelineGroup
Northwest Capital Management Inc2,325$231K0.24%013F-HRTimeline
Premier Path Wealth Partners, LLC2,321$231K0.03%-1813F-HRTimeline
Summit Investment Advisory Services, LLC2,266$226K0.09%013F-HR/ATimeline
Camelot Portfolios, LLC2,169$216K0.13%-20013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,156$215K0.01%-4413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,125$211K<0.01%+1413F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC2,042$203K0.05%-9113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,038$203K<0.01%-3,42613F-HRTimelineGroup
Etesian Wealth Advisors, Inc.2,024$201K0.07%013F-HRTimeline
NAPA WEALTH MANAGEMENT2,021$201K0.09%-78,38813F-HRTimeline
AE Wealth Management LLC1,527$152K<0.01%-50413F-HRTimeline
GAMMA Investing LLC1,385$138K0.01%-7,27313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,342$134K0.01%-15213F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,180$117K0.06%+38013F-HRTimeline
COMERICA BANK1,152$115K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,100$109K<0.01%013F-HRTimelineGroup
Tidemark, LLC1,014$101K0.03%-6,19513F-HRTimeline
Fourth Dimension Wealth, LLC1,008$100K0.04%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC867$86.3K0.02%-92413F-HRTimeline
Aptus Capital Advisors, LLC629$62.6K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC554$55.1K0.06%+2013F-HRTimeline
Luminist Capital LLC516$51.2K0.04%-95313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors426$42.4K0.01%013F-HRTimelineGroup
Pflug Koory, LLC264$26.3K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…252$25.1K<0.01%-60013F-HRTimelineGroup
Clean Yield Group250$24.9K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC226$22.5K<0.01%-15113F-HRTimeline
JDM Financial Group LLC178$17.7K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC160$15.9K<0.01%new13F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.100$9.95K0.01%013F-HRTimeline
FMR LLCin group FMR LLC89$8.87K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC66$6.57K<0.01%-28613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC36$3.58K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26$2.63K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10$995<0.01%-1413F-HRTimeline