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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
LPL Financial LLC3,276,982$326M0.11%+406,46413F-HRTimeline
CWM, LLCin group CWM, LLC1,875,910$187M0.66%-151,65013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,398,948$139M0.01%-23,99213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,133,420$113M0.03%+276,28313F-HRTimelineGroup
Miller Investment Management, LP1,108,066$110M11.57%+34213F-HRTimeline
Sargent Investment Group, LLC600,218$59.5M8.05%+19,29913F-HRTimeline
Bell Bank530,257$52.7M2.46%-87,88613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA488,069$48.5M0.01%+95,45413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC478,109$47.5M0.01%+77,29813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC463,841$46.1M0.06%+12,12413F-HRTimeline
Cetera Investment Advisers458,535$45.6M0.08%+31,27013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN448,581$44.6M0.01%+174,28713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.433,925$43.1M0.08%-141,78213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG403,026$40.1M0.01%+31,16613F-HRTimelineGroup
PECAUT & CO.376,756$37.5M12.44%+52313F-HRTimeline
Ashton Thomas Private Wealth, LLC297,399$29.6M1.04%-195,73413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP294,974$29.3M1.18%-295,52513F-HRTimeline
SoundView Advisors Inc.274,348$27.3M10.05%+6,32313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP266,033$26.5M0.04%+101,78313F-HRTimelineGroup
One Day In July LLC257,744$25.6M2.32%+74,82113F-HRTimeline
Running Point Capital Advisors, LLC255,113$25.4M7%+119,63013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY250,650$24.9M<0.01%+55,75013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC229,093$22.8M0.02%+96,48513F-HRTimelineGroup
Integrated Wealth Concepts LLC218,687$21.7M0.22%+45,40813F-HRTimeline
MML INVESTORS SERVICES, LLC216,762$21.6M0.06%+79,68913F-HRTimeline
CWA Asset Management Group, LLC209,539$20.8M0.88%-15,93813F-HRTimeline
Peak Asset Management, LLC198,943$19.8M3.62%+2,54113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC181,239$18M0.01%+12,54213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC174,125$17.3M0.03%+109,42813F-HRTimelineGroup
NorthCoast Asset Management LLC172,723$17.2M0.07%+20,55813F-HRTimeline
Proficio Capital Partners LLC164,099$16.3M1.02%-445,39313F-HRTimeline
Private Advisor Group, LLC142,431$14.2M0.08%+38,65813F-HRTimeline
NDWM LLC140,079$13.9M10.2%-27,75713F-HRTimeline
Financial Advocates Investment Manageme…129,678$12.9M1.05%-1,46813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…129,475$12.9M0.01%+21,06413F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC127,671$12.7M6.21%-10,14413F-HRTimeline
DBK Financial Counsel, LLC126,532$12.6M11.37%+16,92713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…126,120$12.5M0.03%+57,10813F-HR/ATimelineGroup
Fortis Group Advisors, LLC123,761$12.3M2.23%+33,01313F-HRTimeline
Horizon Family Wealth, Inc.121,631$12.1M7.38%+4,94513F-HRTimeline
Birchcreek Wealth Management, LLC120,933$12M6.81%+1,42513F-HRTimeline
Choate Investment Advisors120,750$12M0.26%-4,21813F-HRTimeline
Treasure Coast Financial Planning120,402$12M6.98%+2,40913F-HRTimeline
Austin Wealth Management, LLC117,034$11.6M2.07%-3,53713F-HRTimeline
Delos Wealth Advisors, LLC112,105$11.1M8.7%-4,91413F-HRTimeline
MOKAN Wealth Management Inc.111,071$11M6.17%+7,76113F-HRTimeline
Long Run Wealth Advisors, LLC108,203$10.8M2.26%+18,10213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.107,823$10.7M0.09%-3,30013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…106,711$10.6M0.02%+79,94013F-HRTimelineGroup
NewEdge Advisors, LLC104,490$10.4M0.05%-31,48513F-HRTimeline
Anson Capital, Inc.96,355$9.58M7.72%+8,05513F-HRTimeline
Altiora Financial Group, LLC93,772$9.32M1.82%-12,26413F-HRTimeline
HighTower Advisors, LLC91,438$9.09M0.01%+6,76013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …88,368$8.79M0.2%+44,07913F-HRTimelineGroup
ENTREWEALTH, LLC85,941$8.55M5.91%-8,19113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC82,190$8.17M0.01%+43,07913F-HRTimelineGroup
AlphaCore Capital LLC80,546$8.01M0.3%+15,84513F-HRTimeline
NAPA WEALTH MANAGEMENT80,409$8M3.82%+76,78413F-HRTimeline
Valmark Advisers, Inc.79,190$7.87M0.11%+6,28713F-HRTimeline
Kera Capital Partners, Inc.76,339$7.59M1.5%new13F-HRTimeline
Hibernia Wealth Partners, LLC75,902$7.55M2.75%+37,73313F-HRTimeline
Strategic Wealth Partners, Ltd.75,765$7.53M0.59%13F-HRTimeline
CALTON & ASSOCIATES, INC.75,373$7.49M1.3%+40,79813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.73,464$7.3M1.35%+37,86713F-HRTimeline
PROMETHIUM ADVISORS,LLC71,734$7.13M4.33%+24,28013F-HRTimeline
Pacific Sage Partners, LLC70,141$6.97M1.39%+37,77513F-HRTimeline
Janney Montgomery Scott LLC68,131$6.77M0.02%-5,81413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding67,898$6.75M+3,342Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding66,676$6.63M+11,642Timeline
Beacon Capital Management, Inc.65,886$6.55M0.34%-13,39213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,628$6.43M0.01%-1,19713F-HRTimelineGroup
Cambridge Investment Research Advisors,…64,426$6.41M0.02%+15,23513F-HRTimeline
Waldron Private Wealth LLC63,010$6.27M0.27%-9,68813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC61,864$6.15M<0.01%+41,27513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,041$6.07M0.01%+11,79113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP59,648$5.93M0.4%-5,41413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES59,276$5.89M2.34%+15,09613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC56,326$5.6M0.15%+3,47313F-HRTimeline
HRT FINANCIAL LP53,600$5.33M0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,384$5.31M<0.01%+18,80113F-HRTimelineGroup
CoreCap Advisors, LLC52,618$5.23M0.21%+2,00513F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC52,178$5.19M2.49%new13F-HRTimeline
HM PAYSON & CO52,069$5.18M0.08%-4,40013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management51,855$5.16M0.07%new13F-HRTimelineGroup
Prosperity Consulting Group, LLC51,843$5.15M0.38%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,347$5.11M0.1%+8,00113F-HRTimelineGroup
SeaBridge Investment Advisors LLC49,727$4.94M0.92%+26,71613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…49,550$4.93M0.07%-11,70813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC49,095$4.88M<0.01%new13F-HRTimelineGroup
Caitlin John, LLC47,906$4.76M4.34%+9,60113F-HRTimeline
Carrera Capital Advisors46,655$4.64M0.93%+5,84913F-HRTimeline
Hershey Financial Advisers, LLC46,579$4.63M4.15%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC46,343$4.61M0.17%-11,27413F-HRTimeline
WealthTrust Asset Management, LLC46,013$4.58M3.42%-66,93713F-HRTimeline
Rareview Capital LLC44,841$4.46M2.81%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,824$4.46M0.01%+41,04013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…44,286$4.4M3.2%+4,29313F-HRTimelineGroup
Onyx Bridge Wealth Group LLC42,638$4.24M0.56%-76913F-HRTimeline
KPP Advisory Services LLC42,148$4.19M0.69%+7,45513F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,168$4.09M0.01%+17513F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…41,071$4.08M0.67%-63913F-HRTimeline
Pine Valley Investments Ltd Liability Co40,011$3.98M0.23%+2,71913F-HRTimeline
FLOW TRADERS U.S. LLC40,007$3.98M0.15%+20,18413F-HRTimeline
Portland Global Advisors LLC39,662$3.94M0.46%-15,72013F-HRTimeline
GTS SECURITIES LLC37,703$3.75M0.17%new13F-HRTimeline
Auour Investments LLC35,706$3.55M1.22%-31713F-HRTimeline
Total Clarity Wealth Management, Inc.35,183$3.5M1%-30,29013F-HRTimeline
EP Wealth Advisors, LLC35,020$3.48M0.02%-22,27513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC34,357$3.42M0.02%-47,92113F-HRTimelineGroup
Steward Partners Investment Advisory, L…33,748$3.36M0.03%+17,47713F-HRTimeline
Priebe Wealth Holdings LLC33,732$3.35M2.9%+16,84313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…32,190$3.2M0.17%-18,13413F-HRTimelineGroup
TABLEAUX LLC31,922$3.17M1.82%new13F-HR/ATimeline
IAMS WEALTH MANAGEMENT, LLC30,838$3.07M1.41%+29913F-HRTimeline
WEDBUSH SECURITIES INC30,414$3.02M0.11%-68913F-HRTimeline
Farther Finance Advisors, LLC28,461$2.83M0.06%+2,23513F-HRTimeline
Western Wealth Management, LLC27,895$2.77M0.17%+2,02013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,704$2.65M<0.01%-3,98413F-HRTimeline
Gradient Capital Advisors, LLC26,384$2.62M0.77%+11,78013F-HRTimeline
Advisory Services Network, LLC26,153$2.6M0.04%new13F-HRTimeline
Magnolia Private Wealth, LLC25,810$2.57M1.99%-17,47113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25,589$2.54M0.07%+25,58113F-HRTimelineGroup
Carr Financial Group Corp25,554$2.54M0.75%-94513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC25,313$2.52M0.4%+5,48113F-HRTimeline
IEQ CAPITAL, LLC25,122$2.5M0.02%013F-HRTimeline
Dakota Wealth Management23,825$2.37M0.05%+10,27013F-HRTimeline
Traub Capital Management LLC23,522$2.34M2.16%13F-HRTimeline
TFR Capital, LLC.23,369$2.32M0.84%-2,04713F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …23,320$2.32M0.15%+8,46013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC22,980$2.28M<0.01%+5913F-HRTimelineGroup
Hutchinson Financial Advisors, INC22,830$2.27M2.54%13F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC21,786$2.17M0.92%-29,28613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,126$2.1M0.09%+32713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.20,715$2.06M0.12%+1213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.20,229$2.01M0.13%+1,20013F-HRTimelineGroup
Orion Porfolio Solutions, LLC20,222$2.01M0.02%-18,54613F-HR/ATimeline
Capital Advisors, Ltd. LLC19,281$1.92M0.24%-30813F-HRTimeline
ACAS, LLC19,286$1.91M1.28%+63513F-HRTimeline
Blue Trust, Inc.18,827$1.87M0.02%-4,71413F-HRTimeline
One Capital Management, LLC18,822$1.87M0.06%new13F-HRTimeline
Ausdal Financial Partners, Inc.18,199$1.81M0.12%+1,48313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,864$1.78M0.03%-70713F-HRTimeline
Sanctuary Advisors, LLC17,657$1.76M0.01%+8,26013F-HRTimeline
IFP Advisors, Inc16,747$1.67M0.05%-1,46213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT16,529$1.64M0.19%-1,16013F-HRTimeline
MGO ONE SEVEN LLC16,277$1.62M0.05%-5,72613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,174$1.61M<0.01%-1,42113F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI15,595$1.55M0.1%-1,73213F-HRTimeline
Prospera Financial Services Inc15,104$1.5M0.03%+1,15113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,829$1.47M0.01%+1,32113F-HRTimeline
O'ROURKE & COMPANY, Inc14,329$1.42M0.67%+10,72213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,835$1.38M0.07%+3,10413F-HRTimeline
Values First Advisors, Inc.13,765$1.37M0.75%-1,00713F-HRTimeline
Barnes Wealth Management Group, Inc13,121$1.3M0.77%+30213F-HRTimeline
MCF Advisors LLC12,858$1.28M0.08%-1,95213F-HRTimeline
Patten Group, Inc.12,788$1.27M0.27%+3,49713F-HRTimeline
Good Life Advisors, LLC12,536$1.25M0.08%+28013F-HRTimeline
Geneos Wealth Management Inc.12,002$1.19M0.03%+1,13513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC11,973$1.19M0.24%-6,13713F-HRTimeline
Sound Financial Strategies Group, LLC11,930$1.19M1%+5,24313F-HRTimeline
&PARTNERS11,753$1.17M0.01%+17613F-HRTimeline
RiverTree Advisors, LLC11,594$1.15M0.77%+2,10313F-HRTimeline
Vertex Planning Partners, LLC11,401$1.13M0.24%+9,09013F-HRTimeline
Belpointe Asset Management LLC11,112$1.1M0.05%+64413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,870$1.08M0.05%+6,14913F-HRTimelineGroup
WJ Wealth Management, LLC10,763$1.07M0.34%-4,21913F-HRTimeline
SYKON CAPITAL LLC10,588$1.05M0.38%+4,24113F-HRTimeline
GK Wealth Management LLC10,435$1.04M1.03%-58013F-HRTimeline
Stokes Family Office, LLC10,300$1.02M0.11%+3,50013F-HRTimeline
MAI Capital Management10,224$1.02M0.01%+9,74513F-HRTimeline
Sightline Wealth Advisors, LLC9,968$991K0.48%+52113F-HRTimeline
Lynx Investment Advisory9,935$988K0.65%+66913F-HRTimeline
Wealth Advisors of Iowa, LLC9,811$976K0.36%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,630$958K0.2%-12613F-HRTimelineGroup
Pekin Hardy Strauss, Inc.9,490$944K0.11%+3,41013F-HRTimeline
Phil A. Younker & Associates, Ltd.9,475$942K0.93%013F-HRTimeline
Keystone Financial Group9,306$925K0.08%013F-HRTimeline
Clear Creek Financial Management, LLC9,015$896K0.09%-1,39413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,995$894K0.41%-73013F-HRTimelineGroup
Parallel Advisors, LLC8,763$871K0.02%+57413F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,686$864K0.02%-1,40013F-HRTimeline
GAMMA Investing LLC8,658$861K0.05%-34,90713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,622$857K0.02%-12113F-HRTimelineGroup
Pacific Point Advisors, LLC8,496$845K0.46%-1,64213F-HRTimeline
TWO SIGMA SECURITIES, LLC8,449$840K0.1%new13F-HRTimeline
Advisor Resource Council8,379$833K0.41%-27,42613F-HRTimeline
Turning Point Benefit Group, Inc.8,314$827K0.63%-34913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,000$795K0.09%013F-HRTimelineGroup
Transcendent Capital Group LLC7,955$791K0.41%-33,63513F-HRTimeline
Donor Advised Charitable Giving, Inc.7,666$762K0.02%-8,01713F-HRTimeline
Tidemark, LLC7,209$717K0.23%-26113F-HRTimeline
Opulen Financial Group LLC7,194$715K0.59%+70413F-HRTimeline
Avior Wealth Management, LLC7,072$703K0.02%-15613F-HRTimeline
Nemes Rush Group LLC7,064$702K0.08%+1,15013F-HRTimeline
Dynamic Advisor Solutions LLC6,844$680K0.02%+2,31313F-HRTimeline
Gibbs Wealth Management6,425$639K0.12%-1,96213F-HRTimeline
Embree Financial Group6,257$622K0.09%-1,53613F-HRTimeline
Outbound Financial Inc5,714$568K0.52%13F-HRTimeline
Convergence Financial, LLC5,705$567K0.1%-94,88513F-HRTimeline
Opal Wealth Advisors, LLC5,588$556K0.15%-1,03013F-HRTimeline