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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
LPL Financial LLC2,870,518$286M0.11%+298,94713F-HRTimeline
CWM, LLCin group CWM, LLC2,027,560$202M0.8%+360,18313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,422,940$142M0.01%-50,23313F-HRTimelineGroup
Miller Investment Management, LP1,107,724$110M12.19%+5,32313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC958,400$95.4M0.14%+144,50013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC857,137$85.2M0.02%+297,73313F-HRTimelineGroup
Bell Bank618,143$61.5M3.32%-8,20613F-HRTimeline
Proficio Capital Partners LLC609,492$60.5M4.68%-31,71213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP590,499$58.7M0.99%+82,06213F-HRTimeline
Sargent Investment Group, LLC580,919$57.8M9.23%+29,11813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.575,707$57.3M0.13%-234,77513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC493,133$49.1M1.88%+105,76113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC451,717$44.9M0.06%+33,40413F-HRTimeline
Cetera Investment Advisers427,265$42.5M0.08%+73,13713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC400,811$39.9M0.01%+75,32413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA392,615$39.1M0.01%+90,98713F-HR/ATimelineGroup
PECAUT & CO.376,233$37.4M12.74%+9,45013F-HRTimeline
UBS Group AGin group UBS Group AG371,860$37M0.01%+64,21113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN274,294$27.3M0.01%+16,97813F-HRTimelineGroup
SoundView Advisors Inc.268,025$26.7M11%+10,72713F-HRTimeline
CWA Asset Management Group, LLC225,477$22.4M1.08%-2,46213F-HRTimeline
Peak Asset Management, LLC196,402$19.5M3.72%+4,27913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY194,900$19.4M<0.01%+87,87013F-HRTimelineGroup
One Day In July LLC182,923$18.2M1.82%+61,42713F-HRTimeline
Integrated Wealth Concepts LLC173,279$17.2M0.2%-190,81313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,697$16.8M0.01%+25,27913F-HRTimelineGroup
NDWM LLC167,836$16.7M16.32%+2,78813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC167,345$16.6M1.32%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP164,250$16.3M0.03%+59,08313F-HRTimelineGroup
NorthCoast Asset Management LLC152,165$15.1M0.08%-35,24513F-HR/ATimeline
CASTLEKEEP INVESTMENT ADVISORS LLC137,815$13.7M7.04%-26,28313F-HRTimeline
MML INVESTORS SERVICES, LLC137,073$13.6M0.05%-2,99913F-HRTimeline
NewEdge Advisors, LLC135,975$13.5M0.08%+24,04113F-HRTimeline
Running Point Capital Advisors, LLC135,483$13.5M4.28%+74,11513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC132,608$13.2M0.01%+118,33813F-HRTimelineGroup
Financial Advocates Investment Manageme…131,146$13M0.92%+2,92213F-HRTimeline
Choate Investment Advisors124,968$12.4M0.31%+32,74613F-HRTimeline
Austin Wealth Management, LLC120,571$12M2.4%-1,11813F-HRTimeline
Birchcreek Wealth Management, LLC119,508$11.9M7.5%+6,28113F-HRTimeline
Treasure Coast Financial Planning117,993$11.7M7.28%+6,08813F-HRTimeline
Delos Wealth Advisors, LLC117,019$11.6M9.22%-4,21813F-HRTimeline
Horizon Family Wealth, Inc.116,686$11.6M7.74%+24,20613F-HRTimeline
WealthTrust Asset Management, LLC112,950$11.2M8.33%+86,34413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.111,123$11.1M0.1%+8,02613F-HRTimelineGroup
DBK Financial Counsel, LLC109,605$10.9M10.93%+102,69013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…108,411$10.8M0.01%+29,03813F-HRTimelineGroup
Altiora Financial Group, LLC106,036$10.5M2.24%+7,72513F-HRTimeline
Private Advisor Group, LLC103,773$10.3M0.06%+35,91713F-HRTimeline
MOKAN Wealth Management Inc.103,310$10.3M6.19%+5,31413F-HRTimeline
Convergence Financial, LLC100,590$10M1.97%+10,06813F-HRTimeline
ENTREWEALTH, LLC94,132$9.37M7.2%+18,98313F-HRTimeline
Fortis Group Advisors, LLC90,748$9.03M1.75%-24,87813F-HRTimeline
Long Run Wealth Advisors, LLC90,101$8.96M2.03%+41,52713F-HRTimeline
Anson Capital, Inc.88,300$8.78M7.55%-34313F-HRTimeline
HighTower Advisors, LLC84,678$8.42M0.01%+2,83013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC82,278$8.19M0.07%new13F-HRTimelineGroup
Beacon Capital Management, Inc.79,278$7.87M0.39%-19,56713F-HRTimeline
Janney Montgomery Scott LLC73,945$7.36M0.02%-7,04013F-HRTimeline
Valmark Advisers, Inc.72,903$7.25M0.11%+41,66213F-HRTimeline
Waldron Private Wealth LLC72,698$7.23M0.34%-12,08513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…69,012$6.87M0.02%+1,59613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,825$6.55M0.01%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.65,473$6.49M2.12%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP65,062$6.47M0.48%+55,50113F-HRTimeline
AlphaCore Capital LLC64,701$6.44M0.55%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC64,697$6.44M0.01%+5,37013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding64,556$6.42M-55,404Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…61,258$6.09M0.09%-50,51613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC57,617$5.73M0.21%-24013F-HRTimeline
EP Wealth Advisors, LLC57,295$5.7M0.05%-3,56413F-HRTimeline
HM PAYSON & CO56,469$5.62M0.1%-40013F-HRTimeline
Portland Global Advisors LLC55,382$5.51M0.69%-8,10513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding55,034$5.48M+10,128Timeline
INDEPENDENT FINANCIAL GROUP, LLC52,853$5.26M0.18%+1,68413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC51,072$5.08M2.28%+37,46213F-HRTimeline
CoreCap Advisors, LLC50,613$5.04M0.22%+23,66713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,324$4.99M0.2%+5,09813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,250$4.9M0.01%+25,89813F-HRTimelineGroup
Cambridge Investment Research Advisors,…49,191$4.89M0.02%+25,74913F-HRTimeline
OLD MISSION CAPITAL LLC47,649$4.74M0.09%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC47,454$4.72M3.02%+15,62813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …44,289$4.41M0.12%+1,05713F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES44,180$4.4M1.72%-116,05813F-HRTimeline
GAMMA Investing LLC43,565$4.33M0.33%+6,73113F-HR/ATimeline
Onyx Bridge Wealth Group LLC43,407$4.32M0.62%+2,99113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,346$4.31M0.11%+23,33513F-HRTimelineGroup
Magnolia Private Wealth, LLC43,281$4.31M3.64%+2,79213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…41,710$4.15M0.75%+12,32813F-HRTimeline
Transcendent Capital Group LLC41,590$4.14M2.33%+35,87013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.40,993$4.08M0.01%-6,40513F-HRTimelineGroup
Carrera Capital Advisors40,806$4.06M0.9%-23,30113F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…39,993$3.98M3.18%+4,79713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,111$3.89M0.01%new13F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC38,768$3.86M0.04%+2,21513F-HRTimeline
Orion Portfolio Solutions, LLC38,768$3.86M0.04%+2,21513F-HR/ATimeline
Caitlin John, LLC38,305$3.81M3.74%+18,64213F-HRTimeline
Hibernia Wealth Partners, LLC38,169$3.8M2.7%+18,65613F-HRTimeline
Pine Valley Investments Ltd Liability Co37,292$3.71M0.24%+16,70213F-HRTimeline
Auour Investments LLC36,023$3.58M1.3%-1,51413F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.35,597$3.54M0.72%+14,33413F-HRTimeline
KPP Advisory Services LLC34,693$3.45M0.66%-1,16113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,583$3.44M<0.01%+17,53413F-HRTimelineGroup
CALTON & ASSOCIATES, INC.34,575$3.44M0.78%new13F-HR/ATimeline
TOWNSQUARE CAPITAL LLC32,805$3.26M0.03%-62513F-HRTimeline
Pacific Sage Partners, LLC32,366$3.22M0.72%+30,33613F-HRTimeline
WEDBUSH SECURITIES INC31,103$3.09M0.11%+89513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,688$3.05M0.01%+26013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC30,539$3.04M1.39%-2,36913F-HRTimeline
Advisor Resource Council35,805$2.73M0.22%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,771$2.66M<0.01%new13F-HRTimelineGroup
Carr Financial Group Corp26,499$2.64M0.86%+96313F-HRTimeline
Farther Finance Advisors, LLC26,226$2.6M0.07%+18,71513F-HRTimeline
Western Wealth Management, LLC25,875$2.57M0.17%+2,80513F-HRTimeline
TFR Capital, LLC.25,416$2.53M1.05%-2,49113F-HRTimeline
IEQ CAPITAL, LLC25,122$2.5M0.02%new13F-HRTimeline
Blue Trust, Inc.23,541$2.34M0.03%+6,94813F-HRTimeline
SeaBridge Investment Advisors LLC23,011$2.29M0.49%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC22,921$2.28M<0.01%+8,01213F-HRTimelineGroup
MGO ONE SEVEN LLC22,003$2.19M0.09%+9,70313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,799$2.07M0.11%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.20,703$2.06M0.12%-4,89913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,589$2.05M<0.01%-16,76613F-HR/ATimelineGroup
VICTORY FINANCIAL GROUP, LLC19,832$1.97M0.38%+5,32213F-HRTimeline
FLOW TRADERS U.S. LLC19,823$1.97M0.08%new13F-HRTimeline
Capital Advisors, Ltd. LLC19,589$1.95M0.26%-47013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.19,029$1.89M0.14%+3,72513F-HRTimelineGroup
ACAS, LLC18,651$1.85M1.41%-79513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,571$1.85M0.04%-21,19913F-HRTimeline
IFP Advisors, Inc18,209$1.81M0.06%-12,39613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC18,110$1.8M0.37%-28,14513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT17,689$1.76M0.22%+1,00013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,595$1.75M<0.01%-39313F-HR/ATimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI17,327$1.72M0.09%+42713F-HRTimeline
Priebe Wealth Holdings LLC16,889$1.68M1.05%-3,97113F-HRTimeline
Ausdal Financial Partners, Inc.16,716$1.66M0.13%+4,59313F-HRTimeline
Steward Partners Investment Advisory, L…16,271$1.62M0.01%+15,85913F-HRTimeline
Donor Advised Charitable Giving, Inc.15,683$1.56M0.05%-8,55613F-HRTimeline
WJ Wealth Management, LLC14,982$1.49M0.53%+6,68013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …14,860$1.47M0.12%+1,14913F-HRTimeline
MCF Advisors LLC14,810$1.47M0.11%+65613F-HRTimeline
Values First Advisors, Inc.14,772$1.47M0.86%+42013F-HRTimeline
Gradient Capital Advisors, LLC14,604$1.45M0.47%-3,33313F-HRTimeline
Prospera Financial Services Inc13,953$1.39M0.03%-1,54913F-HRTimeline
Dakota Wealth Management13,555$1.35M0.03%+51713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,508$1.34M0.01%+12113F-HRTimeline
Barnes Wealth Management Group, Inc12,819$1.28M0.82%-1,91413F-HRTimeline
PRIVATE TRUST CO NA12,812$1.27M0.13%+1,37813F-HRTimeline
Collier Financial12,432$1.24M1.05%+54813F-HRTimeline
Good Life Advisors, LLC12,256$1.22M0.09%+3,23513F-HRTimeline
Atria Wealth Solutions, Inc.11,665$1.16M0.01%+3,27213F-HRTimeline
&PARTNERS11,577$1.15M0.01%+41113F-HRTimeline
GK Wealth Management LLC11,015$1.1M1.37%-46513F-HR/ATimeline
Geneos Wealth Management Inc.10,867$1.08M0.02%+3,43213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,731$1.07M0.06%+12013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,517$1.05M0.01%new13F-HRTimeline
Belpointe Asset Management LLC10,468$1.04M0.05%new13F-HRTimeline
Clear Creek Financial Management, LLC10,409$1.04M0.11%-8313F-HRTimeline
Simplicity Wealth,LLC10,228$1.02M0.08%+7,85313F-HRTimeline
Pacific Point Advisors, LLC10,138$1.01M0.56%+7413F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,086$1M0.03%-4,02513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,756$971K0.26%-15613F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC9,725$968K0.49%-5513F-HRTimelineGroup
RiverTree Advisors, LLC9,491$944K0.63%+95013F-HRTimeline
Phil A. Younker & Associates, Ltd.9,475$943K0.93%+2,52513F-HRTimeline
Sightline Wealth Advisors, LLC9,447$940K0.5%+5,90713F-HRTimeline
Sanctuary Advisors, LLC9,397$935K0.01%+1,59113F-HRTimeline
Keystone Financial Group9,306$926K0.09%-2,00013F-HRTimeline
Patten Group, Inc.9,291$924K0.21%-11413F-HRTimeline
Lynx Investment Advisory9,266$922K0.61%-71413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,743$870K0.02%+2,31313F-HRTimelineGroup
Turning Point Benefit Group, Inc.8,663$860K0.8%+3,13313F-HRTimeline
Gibbs Wealth Management8,387$834K0.2%-10213F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC8,385$834K0.09%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,225$818K0.1%+2213F-HRTimeline
Parallel Advisors, LLC8,189$815K0.02%+4,72613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,000$796K0.1%new13F-HRTimelineGroup
Embree Financial Group7,793$775K0.13%-1,60913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,770$773K0.01%-1,25613F-HRTimelineGroup
Tidemark, LLC7,470$743K0.27%-92413F-HRTimeline
Avior Wealth Management, LLC7,228$719K0.03%+86713F-HRTimeline
INSIGHT 2811, INC.7,135$710K0.36%-25013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,994$696K0.02%new13F-HRTimeline
Kings Path Partners LLC6,970$693K0.34%new13F-HRTimeline
Stokes Family Office, LLC6,800$677K0.08%new13F-HRTimeline
Sound Financial Strategies Group, LLC6,687$665K0.59%013F-HRTimeline
Bright Futures Wealth Management, LLC.6,671$663K0.73%+3,88313F-HRTimeline
Opal Wealth Advisors, LLC6,618$658K0.2%-2,85013F-HRTimeline
Opulen Financial Group LLC6,490$646K0.59%-13113F-HRTimeline
SYKON CAPITAL LLC6,347$631K0.24%-1,84113F-HRTimeline
Pekin Hardy Strauss, Inc.6,080$605K0.07%-1,10013F-HRTimeline
Nemes Rush Group LLC5,914$588K0.07%+71813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,892$586K0.09%+1,73613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…5,182$516K0.11%-24,61413F-HRTimeline
CacheTech Inc.5,125$510K0.1%013F-HRTimeline
PFG Investments, LLC5,083$506K0.03%+2,02113F-HRTimeline
Modern Wealth Management, LLC5,071$504K0.02%+1,63213F-HR/ATimeline
Advance Capital Management, Inc.5,041$502K0.02%-74313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,998$497K0.01%-5,97813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,785$476K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.4,721$470K0.03%+2,14613F-HR/ATimelineGroup