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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
LPL Financial LLC2,571,571$255M0.1%+323,91113F-HRTimeline
CWM, LLCin group CWM, LLC1,667,377$165M0.69%-10,74613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,473,173$146M0.01%-15,49013F-HRTimelineGroup
Miller Investment Management, LP1,102,401$109M11.96%-88,16513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC813,900$80.7M0.12%+68,60013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.810,482$80.4M0.18%+13,54813F-HR/ATimelineGroup
Proficio Capital Partners LLC641,204$63.6M5.16%+101,75613F-HR/ATimeline
Bell Bank626,349$62.1M4.62%+255,07013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC559,404$55.5M0.01%+53,14413F-HRTimelineGroup
Sargent Investment Group, LLC551,801$54.8M8.96%+3,76513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP508,437$50.4M1.39%-293,61113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC418,313$41.5M0.06%+33,91813F-HRTimeline
Ashton Thomas Private Wealth, LLC387,372$38.4M1.5%+215,24513F-HRTimeline
PECAUT & CO.366,783$36.4M12.55%+34,28413F-HRTimeline
Integrated Wealth Concepts LLC364,092$36.1M0.42%+37713F-HRTimeline
Cetera Investment Advisers354,128$35.1M0.07%+174,99513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC325,487$32.3M0.01%+1,27213F-HRTimelineGroup
UBS Group AGin group UBS Group AG307,649$30.5M0.01%+29,69613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA301,628$29.9M0.01%-45,71413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN257,316$25.5M0.01%+7,69413F-HRTimelineGroup
SoundView Advisors Inc.257,298$25.5M10.52%13F-HRTimeline
CWA Asset Management Group, LLC227,939$22.6M1.14%+2,94313F-HRTimeline
Peak Asset Management, LLC192,123$19M3.52%+30,25413F-HRTimeline
NorthCoast Asset Management LLC187,410$18.6M0.09%-14,19913F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC167,345$16.6M1.32%+16,66713F-HRTimeline
NDWM LLC165,048$16.4M13.68%-19,37913F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC164,098$16.3M11.4%+2,65213F-HR/ATimeline
RETIREMENT CAPITAL STRATEGIES160,238$15.9M6.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC143,418$14.2M0.01%13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC140,072$13.9M0.05%+63,75113F-HRTimeline
Financial Advocates Investment Manageme…128,224$12.7M0.72%+10,09313F-HRTimeline
Austin Wealth Management, LLC121,689$12.1M2.51%+25,37313F-HRTimeline
One Day In July LLC121,496$12M1.26%+14,30713F-HRTimeline
Delos Wealth Advisors, LLC121,237$12M9.58%-4,32213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding119,960$11.9M-63,672Timeline
Fortis Group Advisors, LLC115,626$11.5M2.13%-48,57313F-HRTimeline
Birchcreek Wealth Management, LLC113,227$11.2M7.05%+37,52913F-HRTimeline
NewEdge Advisors, LLC111,934$11.1M0.07%+17,43013F-HRTimeline
Treasure Coast Financial Planning111,905$11.1M7.31%-3,82213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…111,774$11.1M0.16%-203,88613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY107,030$10.6M<0.01%+13,82613F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP105,167$10.4M0.02%-37,01913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.103,097$10.2M0.1%+35,32513F-HRTimelineGroup
Beacon Capital Management, Inc.98,845$9.8M0.42%-6,26413F-HRTimeline
Altiora Financial Group, LLC98,311$9.75M2.12%-5,94413F-HRTimeline
MOKAN Wealth Management Inc.97,996$9.72M6.18%13F-HRTimeline
Horizon Family Wealth, Inc.92,480$9.17M6.09%+8,84613F-HRTimeline
Choate Investment Advisors92,222$9.14M0.22%+91313F-HRTimeline
Convergence Financial, LLC90,522$8.98M1.79%-1,44713F-HRTimeline
Anson Capital, Inc.88,643$8.79M7.66%+9,89713F-HRTimeline
Waldron Private Wealth LLC84,783$8.41M0.34%-71,87613F-HRTimeline
Independent Advisor Alliance82,999$8.23M0.11%new13F-HRTimeline
Strategic Wealth Partners, Ltd.82,247$8.16M0.68%-7,68213F-HRTimeline
HighTower Advisors, LLC81,848$8.12M0.01%-2,11813F-HRTimeline
Janney Montgomery Scott LLC80,985$8.03M0.02%+58,44913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…79,373$7.87M0.01%+13,21213F-HRTimelineGroup
ENTREWEALTH, LLC75,149$7.45M6.88%13F-HRTimeline
Cornerstone Planning, LLC69,739$6.91M2.64%13F-HRTimeline
Private Advisor Group, LLC67,856$6.73M0.04%+9,62913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…67,416$6.68M0.02%+16,62213F-HRTimelineGroup
Total Clarity Wealth Management, Inc.65,473$6.49M2.11%-33,22813F-HRTimeline
Carrera Capital Advisors64,107$6.36M1.49%-1,92213F-HRTimeline
Portland Global Advisors LLC63,487$6.29M0.8%-48,00113F-HRTimeline
Hershey Financial Advisers, LLC62,334$6.18M5.44%13F-HRTimeline
Running Point Capital Advisors, LLC61,368$6.08M2.08%-5,02113F-HRTimeline
EP Wealth Advisors, LLC60,859$6.03M0.05%-97713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC59,327$5.88M0.01%-9,93113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC57,857$5.74M0.39%+2,52413F-HRTimeline
HM PAYSON & CO56,869$5.64M0.1%-39413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC51,169$5.07M0.17%-5,41613F-HRTimeline
Long Run Wealth Advisors, LLC48,574$4.82M1.15%+23,66513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC47,717$4.73M0.22%-1,09413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,398$4.7M0.01%-4,89213F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC46,255$4.59M0.98%+69613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…45,226$4.48M0.15%+9,45113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding44,906$4.45M-55,720Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,232$4.29M0.12%+86213F-HRTimelineGroup
Magnolia Private Wealth, LLC40,489$4.01M3.57%13F-HRTimeline
Onyx Bridge Wealth Group LLC40,416$4.01M0.58%+1,97213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC39,770$3.94M0.08%-581,11413F-HRTimeline
Auour Investments LLC37,537$3.74M1.31%+1,69213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,355$3.7M<0.01%-9,22413F-HRTimelineGroup
GAMMA Investing LLC36,834$3.65M0.31%+13,78413F-HRTimeline
Orion Porfolio Solutions, LLC36,553$3.62M0.04%+10,53013F-HRTimeline
Orion Portfolio Solutions, LLC36,553$3.62M0.04%+10,53013F-HRTimeline
KPP Advisory Services LLC35,854$3.55M0.84%-5,89413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…35,196$3.49M2.65%13F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC33,430$3.31M0.04%+12,12013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC32,908$3.26M1.5%-61,86313F-HRTimeline
PROMETHIUM ADVISORS,LLC31,826$3.16M2.16%+9,55213F-HRTimeline
Valmark Advisers, Inc.31,241$3.1M0.05%+18,43813F-HRTimeline
IFP Advisors, Inc30,605$3.03M0.1%-15,03113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,428$3.02M0.01%+12,55013F-HR/ATimeline
WEDBUSH SECURITIES INC30,208$3M0.11%+26,88713F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…29,796$2.95M0.64%-77113F-HRTimeline
Private Portfolio Partners LLC29,778$2.95M0.54%-13,80013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…29,382$2.91M0.48%-4,46913F-HRTimeline
NAPA WEALTH MANAGEMENT28,374$2.81M1.22%-34,85613F-HRTimeline
COURIER CAPITAL LLC28,170$2.79M0.19%-8,54613F-HRTimeline
TFR Capital, LLC.27,907$2.77M1.37%13F-HRTimeline
Vectors Research Management, LLC27,516$2.73M0.93%-5,77913F-HRTimeline
CoreCap Advisors, LLC26,946$2.67M0.12%-19,40013F-HRTimeline
WealthTrust Asset Management, LLC26,606$2.64M1.89%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.25,602$2.54M0.15%-2,92913F-HRTimeline
Carr Financial Group Corp25,536$2.53M0.8%+5213F-HRTimeline
Donor Advised Charitable Giving, Inc.24,239$2.4M0.05%-1,15413F-HRTimeline
Cambridge Investment Research Advisors,…23,442$2.32M0.01%+4,40013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,352$2.32M<0.01%+5,39813F-HRTimelineGroup
Western Wealth Management, LLC23,070$2.29M0.15%+9,35513F-HR/ATimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.21,263$2.11M0.46%+1,03313F-HRTimeline
Priebe Wealth Holdings LLC20,860$2.07M1.4%+6,19213F-HRTimeline
Pine Valley Investments Ltd Liability Co20,590$2.04M0.13%+3,63313F-HRTimeline
Capital Advisors, Ltd. LLC20,059$1.99M0.25%+1,43113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,011$1.98M0.05%+79913F-HRTimelineGroup
Caitlin John, LLC19,663$1.95M1.32%-2,09813F-HRTimeline
Hibernia Wealth Partners, LLC19,513$1.93M1.48%-11,06913F-HRTimeline
ACAS, LLC19,446$1.93M1.43%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,988$1.78M<0.01%new13F-HR/ATimelineGroup
Gradient Capital Advisors, LLC17,937$1.78M0.57%+14,80413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,049$1.69M<0.01%+14,29413F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI16,900$1.68M0.09%+75513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT16,689$1.65M0.2%-2,10013F-HRTimeline
Blue Trust, Inc.16,593$1.65M0.02%+4,54813F-HR/ATimeline
Legacy CG, LLC16,378$1.62M0.5%+9,26213F-HRTimeline
Prospera Financial Services Inc15,502$1.54M0.04%+2,12513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,304$1.52M0.11%-69813F-HRTimelineGroup
National Wealth Management Group, LLC14,993$1.49M0.99%-2,21013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,909$1.48M<0.01%+8,15513F-HRTimelineGroup
Barnes Wealth Management Group, Inc14,733$1.46M0.98%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC14,510$1.44M0.38%13F-HRTimeline
Values First Advisors, Inc.14,352$1.42M0.78%+4,72013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,270$1.41M<0.01%013F-HRTimelineGroup
MCF Advisors LLC14,154$1.4M0.1%-1,87613F-HRTimeline
Alesco Advisors, LLC, An ESL Co14,111$1.4M0.04%+31213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …13,711$1.36M0.11%+14413F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC13,610$1.35M0.55%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,387$1.33M0.01%-2,00213F-HRTimeline
Dakota Wealth Management13,038$1.29M0.03%+2,53313F-HRTimeline
HRT FINANCIAL LP12,399$1.23M0.01%new13F-HRTimeline
MGO ONE SEVEN LLC12,300$1.22M0.05%+4,95013F-HRTimeline
Ausdal Financial Partners, Inc.12,123$1.2M0.1%+5,16413F-HRTimeline
Collier Financial11,884$1.18M1.05%13F-HRTimeline
GK Wealth Management LLC11,480$1.14M1.44%13F-HRTimeline
PRIVATE TRUST CO NA11,434$1.13M0.12%+25613F-HRTimeline
Keystone Financial Group11,306$1.12M0.11%+50013F-HRTimeline
&PARTNERS11,166$1.11M0.01%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd10,976$1.09M0.02%+5,27613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC10,611$1.05M0.06%-27,57113F-HRTimeline
Clear Creek Financial Management, LLC10,492$1.04M0.11%-2,17913F-HRTimeline
Pacific Point Advisors, LLC10,064$998K0.61%13F-HRTimeline
Lynx Investment Advisory9,980$990K0.67%+24513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,912$983K0.25%+16313F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC9,780$970K0.49%+5,36013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP9,561$948K0.07%-21,85113F-HRTimeline
Opal Wealth Advisors, LLC9,468$939K0.28%+6,42513F-HRTimeline
Patten Group, Inc.9,405$933K0.21%new13F-HRTimeline
Embree Financial Group9,402$932K0.16%+73113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,083$901K0.01%013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,026$895K0.01%013F-HR/ATimelineGroup
Good Life Advisors, LLC9,021$894K0.07%+3,71613F-HRTimeline
RiverTree Advisors, LLC8,541$847K0.56%+54713F-HRTimeline
Gibbs Wealth Management8,489$842K0.23%+26013F-HRTimeline
Tidemark, LLC8,394$832K0.32%-11513F-HRTimeline
Atria Wealth Solutions, Inc.8,393$832K0.01%-17,43813F-HRTimeline
WJ Wealth Management, LLC8,302$823K0.28%-76813F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,203$813K0.1%-3,89813F-HRTimeline
SYKON CAPITAL LLC8,188$812K0.28%+3,80013F-HRTimeline
Astra Wealth Partners LLC8,078$801K0.76%13F-HRTimeline
Sanctuary Advisors, LLC7,806$777K<0.01%-1,20713F-HRTimeline
Farther Finance Advisors, LLC7,511$745K0.03%+6,19013F-HRTimeline
Geneos Wealth Management Inc.7,435$737K0.03%+3,51013F-HRTimeline
INSIGHT 2811, INC.7,385$732K0.38%-45013F-HRTimeline
Pekin Hardy Strauss, Inc.7,180$712K0.09%+3,86013F-HRTimeline
Phil A. Younker & Associates, Ltd.6,950$689K0.69%13F-HRTimeline
DBK Financial Counsel, LLC6,915$686K0.69%+54013F-HRTimeline
Sound Financial Strategies Group, LLC6,687$663K0.55%-5013F-HRTimeline
Opulen Financial Group LLC6,621$657K0.6%13F-HRTimeline
ZynergyRetirementPlanningLLC6,468$644K0.45%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,430$638K0.01%+1,23413F-HRTimelineGroup
Avior Wealth Management, LLC6,361$631K0.02%-23013F-HRTimeline
MERIDIAN MANAGEMENT CO5,940$589K0.16%-91313F-HRTimeline
Eagle Bay Advisors LLC5,939$589K0.37%-36,92613F-HRTimeline
Lokken Investment Group LLC5,851$580K0.25%new13F-HRTimeline
Advance Capital Management, Inc.5,784$573K0.03%-2,96813F-HRTimeline
Transcendent Capital Group LLC5,720$567K0.29%013F-HRTimeline
WBH ADVISORY INC5,707$566K0.05%-2,11013F-HRTimeline
Cresset Asset Management, LLC5,599$555K<0.01%-1,22113F-HRTimeline
Stonebridge Financial Planning Group, L…5,592$554K0.25%-1,20813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,556$551K<0.01%-11,62213F-HRTimeline
Turning Point Benefit Group, Inc.5,530$549K0.52%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,279$523K0.01%-4,49713F-HRTimeline
Nemes Rush Group LLC5,196$515K0.06%+64813F-HRTimeline
CacheTech Inc.5,125$508K0.1%new13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.5,030$499K0.34%new13F-HRTimeline
Atria Investments, Inc4,859$482K0.01%-36,29913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,722$468K0.02%-4,57413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC4,713$467K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC4,450$441K0.01%-20013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,156$412K0.06%+48813F-HRTimeline
Perigon Wealth Management, LLC4,145$412K0.01%+6313F-HRTimeline