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Disclosery

BILS SPDR SERIES TRUST

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ST STR BL 12 ETF (fund)

270 managers (272 13F filers) reported a position in BILS shares at 2025-12-31, 25,200,586 shares in all. 22 filers opened a position and 26 filers sold out during the quarter.

Managers
270
13F filers
272
New
22
Added
115
Reduced
99
Sold out
26
Shares held by filers
25,200,586

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
RFG Advisory, LLC4,872$483K0.01%+42013F-HRTimeline
JT Stratford LLC4,630$459K0.06%+4513F-HRTimeline
Convergence Financial, LLC4,467$443K0.06%-40113F-HRTimeline
INSIGHT 2811, INC.4,395$436K0.19%013F-HRTimeline
Perennial Investment Advisors, LLC4,259$423K0.03%013F-HRTimeline
PFG Investments, LLC4,106$407K0.02%-11413F-HRTimeline
Stonebridge Financial Planning Group, L…4,070$404K0.15%+51313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,875$384K0.02%new13F-HRTimelineGroup
Advance Capital Management, Inc.3,870$384K0.02%-13713F-HRTimeline
Stokes Family Office, LLC3,850$382K0.03%-1,90013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,704$368K<0.01%-6,78813F-HRTimeline
Creative Planningin group Creative Planning3,516$349K<0.01%new13F-HRTimelineGroup
Councilor Wealth, LLC3,478$345K0.16%-10913F-HRTimeline
CacheTech Inc.3,437$341K0.06%-1,70813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…3,314$329K0.05%-49413F-HRTimeline
Quantinno Capital Management LP3,299$327K<0.01%new13F-HRTimeline
Cornerstone Planning, LLC3,289$322K0.07%13F-HRTimeline
Meridian Wealth Management, LLC3,221$320K0.01%-94313F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC3,180$316K0.41%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,175$315K0.01%-5013F-HRTimelineGroup
Kingsview Wealth Management, LLC3,130$311K<0.01%new13F-HRTimeline
Principle Wealth Partners LLC3,122$310K0.02%013F-HRTimeline
First Financial Bankshares Inc3,000$298K0.01%new13F-HRTimeline
Kings Path Partners LLC2,977$295K0.1%-27813F-HRTimeline
Embree Financial Group2,899$288K0.04%-1,72813F-HRTimeline
Claro Advisors Inc.2,864$284K0.04%new13F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC2,824$280K0.26%13F-HRTimeline
Ridgeline Wealth Planning, LLC2,734$271K0.19%-4613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,715$269K0.07%013F-HRTimeline
IHT Wealth Management, LLC2,700$268K0.01%-50013F-HRTimeline
Summit Financial, LLC2,560$254K<0.01%-58013F-HRTimeline
Destination Wealth Management2,547$253K0.01%013F-HRTimeline
Hofer & Associates. Inc2,534$251K0.13%013F-HRTimeline
PRIVATE TRUST CO NA2,529$251K0.02%-15013F-HRTimeline
Invst, LLC2,491$247K0.03%+2413F-HRTimeline
Portside Wealth Group, LLC2,394$238K0.03%-68113F-HRTimeline
Northwest Capital Management Inc2,325$231K1%013F-HRTimeline
Summit Investment Advisory Services, LLC2,266$225K0.08%013F-HRTimeline
Strategic Blueprint, LLC2,176$216K0.01%new13F-HRTimeline
Camelot Portfolios, LLC2,169$215K0.13%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,040$202K0.01%-11613F-HRTimeline
Etesian Wealth Advisors, Inc.2,039$202K0.06%+1513F-HRTimeline
Revisor Wealth Management LLC2,018$201K0.05%new13F-HRTimeline
Turning Point Benefit Group, Inc.1,636$162K0.08%-7,30813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,629$162K0.01%+28713F-HRTimelineGroup
GAMMA Investing LLC1,409$140K0.01%+2413F-HRTimeline
AE Wealth Management LLC1,360$135K<0.01%-16713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,180$117K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,100$109K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC1,008$100K0.04%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC870$86.3K0.02%+313F-HRTimeline
Aptus Capital Advisors, LLC593$58.8K<0.01%-3613F-HRTimeline
Financial Network Wealth Advisors LLC562$55.8K0.06%+813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors438$43.5K0.01%+1213F-HRTimelineGroup
Tidemark, LLC366$36.3K0.01%-64813F-HRTimeline
Meramec Financial Planners, LLC300$29.8K0.01%13F-HRTimeline
Pflug Koory, LLC267$26.5K0.01%+313F-HRTimeline
WELLINGTON-ALTUS USA INC.267$26.5K0.02%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…252$25K<0.01%013F-HRTimelineGroup
Clean Yield Group250$24.8K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC199$19.7K<0.01%-2713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.100$9.92K0.01%013F-HRTimeline
Align Financial, LLC6,549$6.55K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC66$6.55K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp63$6.25K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC36$3.57K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC25$2.48K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10$992<0.01%013F-HRTimeline
Luminist Capital LLC2$202<0.01%-51413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.