Skip to content
Disclosery

BILS SPDR SERIES TRUST

Follow

ST STR BL 12 ETF (fund)

274 managers (278 13F filers) reported a position in BILS shares at 2026-03-31, 27,125,884 shares in all. 30 filers opened a position and 22 filers sold out during the quarter.

Managers
274
13F filers
278
New
30
Added
117
Reduced
113
Sold out
22
Shares held by filers
27,125,884

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC3,683,603$366M0.1%+89,68313F-HRTimeline
CWM, LLCin group CWM, LLC2,019,477$201M0.53%-37,96513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,420,994$141M0.03%+382,71013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,330,914$132M0.01%-17,19313F-HRTimelineGroup
Miller Investment Management, LP1,260,535$125M12.45%+251,44513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN638,662$63.5M0.01%-39713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.604,754$60.1M0.09%-4,70013F-HRTimelineGroup
Bell Bank598,332$59.5M2.52%+50,99013F-HRTimeline
Sargent Investment Group, LLC550,393$54.7M7.21%-7,36713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY469,941$46.7M<0.01%+144,69013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC446,298$44.4M0.01%+3,88413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC420,602$41.8M0.01%+6,01413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding397,529$39.5M-38,003Timeline
Ashton Thomas Private Wealth, LLC365,336$36.3M0.86%-24,58913F-HRTimeline
Marshall Financial Group, LLC360,770$35.9M5.74%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC353,817$35.2M0.05%-173,61613F-HRTimeline
One Day In July LLC328,210$32.6M2.61%+3,98413F-HRTimeline
NewEdge Advisors, LLC311,758$31M0.11%+219,33313F-HR/ATimeline
Proficio Capital Partners LLC288,942$28.8M1.54%+180,35713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP284,577$28.3M0.04%+13,55813F-HRTimelineGroup
Cetera Investment Advisers268,069$26.7M0.03%-35,65113F-HRTimeline
Kera Capital Partners, Inc.265,419$26.4M3.24%+167,11313F-HRTimeline
MML INVESTORS SERVICES, LLC258,991$25.8M0.07%-14,38013F-HRTimeline
SoundView Advisors Inc.257,283$25.6M9.11%-18,85213F-HRTimeline
PECAUT & CO.256,061$25.5M8.27%-205,34113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC256,004$25.5M0.01%-67,82713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC242,249$24.1M0.03%+130,20113F-HRTimelineGroup
Asset One Wealth Management LLC237,553$23.6M2.61%+77,02513F-HRTimeline
AlphaCore Capital LLC218,075$21.7M0.51%+29,43813F-HRTimeline
Integrated Wealth Concepts LLC213,098$21.2M0.17%+53,63313F-HRTimeline
Peak Asset Management, LLC210,297$20.9M3.69%+3,59413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA206,357$20.5M<0.01%-147,71113F-HRTimelineGroup
HighTower Advisors, LLC196,124$19.5M0.02%+18,85813F-HRTimeline
CWA Asset Management Group, LLC190,156$18.9M0.65%-6,94513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth184,651$18.4M0.02%-127,98913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…180,900$18M0.01%+43,24713F-HRTimelineGroup
Horizon Family Wealth, Inc.174,529$17.4M9.17%+28,60313F-HRTimeline
HighPoint Advisor Group LLC173,308$17.2M0.72%+19,54913F-HRTimeline
DBK Financial Counsel, LLC172,220$17.1M12.97%+19,47113F-HRTimeline
Birchcreek Wealth Management, LLC159,566$15.9M7.64%+2,35713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.158,499$15.7M0.1%+18,73413F-HRTimelineGroup
Pacific Sage Partners, LLC153,758$15.3M2.41%+19,60213F-HRTimeline
Steward Partners Investment Advisory, L…146,801$14.6M0.07%+83,52913F-HRTimeline
PROMETHIUM ADVISORS,LLC141,506$14.1M7.29%+58113F-HRTimeline
Treasure Coast Financial Planning141,297$14.1M7.23%+12,65813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC140,166$13.9M<0.01%+111,97513F-HRTimelineGroup
MOKAN Wealth Management Inc.135,356$13.5M5.96%+5,46513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…130,494$13M0.02%-24,54613F-HRTimelineGroup
Delos Wealth Advisors, LLC126,275$12.6M7.19%+6,49413F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC124,196$12.4M6.7%+1,22913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP119,196$11.9M0.45%+66913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV117,974$11.7M0.02%+76,64213F-HRTimeline
WealthTrust Asset Management, LLC115,288$11.5M6.84%+72,90813F-HRTimeline
LaSalle St. Investment Advisors, LLC113,466$11.3M1.59%new13F-HRTimeline
NDWM LLC112,096$11.1M7.23%-27,76213F-HRTimeline
Anson Capital, Inc.105,799$10.5M7.2%+7,68013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO97,313$9.67M<0.01%+32,04413F-HR/ATimelineGroup
Independent Advisor Alliance96,792$9.62M0.1%new13F-HRTimeline
Total Clarity Wealth Management, Inc.96,743$9.62M2.26%+32,21413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC92,558$9.2M0.03%+45,44213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,273$8.88M0.01%+3,81013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc88,389$8.79M3.48%+11,25413F-HRTimeline
Hibernia Wealth Partners, LLC84,492$8.4M2.48%+3,05613F-HRTimeline
CALTON & ASSOCIATES, INC.82,942$8.25M1.19%-7,51913F-HRTimeline
Valmark Advisers, Inc.82,333$8.19M0.1%+3,10513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding81,188$8.07M-2,763Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…81,105$8.07M0.31%+18,54613F-HRTimelineGroup
ENTREWEALTH, LLC80,926$8.05M3.61%-5,95413F-HRTimeline
Farther Finance Advisors, LLC76,729$7.61M0.07%-98613F-HRTimeline
Procyon Advisors, LLC73,954$7.35M0.36%-3,33313F-HRTimeline
Cambridge Investment Research Advisors,…73,316$7.29M0.02%+11,29813F-HRTimeline
QUADRANT CAPITAL GROUP LLC72,898$7.25M0.22%+13,00513F-HR/ATimeline
RETIREMENT CAPITAL STRATEGIES70,766$7.04M2.66%+7,66113F-HRTimeline
Choate Investment Advisors67,021$6.66M0.13%-10,50913F-HRTimeline
Quantinno Capital Management LP65,630$6.53M0.01%+62,33113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC65,590$6.52M2.28%+33,59213F-HRTimeline
Foundations Investment Advisors, LLC63,212$6.29M0.08%+50,91513F-HRTimeline
Fortis Group Advisors, LLC63,155$6.28M1.04%-3,29613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…62,570$6.22M0.07%+8,03713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding62,384$6.2M-12,606Timeline
Samara Investment Management, LLC62,361$6.2M6.43%13F-HRTimeline
Private Advisor Group, LLC60,859$6.05M0.03%-15,83913F-HRTimeline
WEDBUSH SECURITIES INC58,869$5.85M0.17%+68813F-HRTimeline
Altiora Financial Group, LLC56,730$5.64M0.93%-5,43513F-HRTimeline
Janney Montgomery Scott LLC55,934$5.56M0.01%+94713F-HRTimeline
Csenge Advisory Group54,157$5.39M0.25%+28,34813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…53,656$5.34M0.14%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC51,745$5.15M0.12%-1,63613F-HR/ATimeline
Advisory Services Network, LLC51,223$5.09M0.07%-4,80213F-HRTimeline
Carr Financial Group Corp51,145$5.09M1.34%+31713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…47,397$4.71M2.9%+1,94613F-HRTimelineGroup
Waldron Private Wealth LLC47,258$4.7M0.18%+1,53913F-HRTimeline
Prosperity Consulting Group, LLC44,710$4.45M0.2%-10,42913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …44,677$4.44M0.09%-62713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co44,408$4.42M0.21%+1,13613F-HRTimeline
HM PAYSON & CO44,132$4.39M0.06%+14913F-HRTimeline
Carrera Capital Advisors42,030$4.18M0.64%-82313F-HRTimeline
Atria Investments, Inc41,615$4.14M0.05%+14,71813F-HRTimeline
Portland Global Advisors LLC40,147$3.99M0.43%-9,68913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…39,966$3.97M0.05%-21,89413F-HRTimelineGroup
Advisor Resource Council39,596$3.94M1.56%+10,49613F-HRTimeline
Caitlin John, LLC39,362$3.91M2.36%+8,96713F-HRTimeline
OakTrust Wealth Advisors, LLC36,256$3.61M3.28%+2,27013F-HRTimeline
Western Wealth Management, LLC36,069$3.59M0.14%+2,56413F-HR/ATimeline
Beacon Capital Management, Inc.34,610$3.44M0.19%-7,28513F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,338$3.41M<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.33,633$3.34M0.19%+3,08913F-HRTimelineGroup
EP Wealth Advisors, LLC33,100$3.29M0.02%+6,25013F-HRTimeline
MGO ONE SEVEN LLC32,569$3.24M0.07%+10,48813F-HRTimeline
IEQ CAPITAL, LLC31,947$3.18M0.01%+3913F-HRTimeline
Onyx Bridge Wealth Group LLC30,380$3.02M0.32%-11,42413F-HRTimeline
Cresset Asset Management, LLC27,997$2.78M0.01%+9,99113F-HRTimeline
Sanctuary Advisors, LLC26,919$2.68M0.01%+4,38613F-HRTimeline
Dakota Wealth Management26,764$2.66M0.06%-5,33613F-HR/ATimeline
GUIDANCE CAPITAL, INC25,323$2.51M0.56%+20,16713F-HRTimeline
Weaver Capital Management LLC25,252$2.51M0.55%-5713F-HRTimeline
Hershey Financial Advisers, LLC24,557$2.44M2.11%-10,00713F-HRTimeline
Traub Capital Management LLC24,516$2.44M2.42%+55513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,895$2.38M0.06%013F-HRTimelineGroup
Vertex Planning Partners, LLC22,787$2.27M0.44%+13,84013F-HRTimeline
Gradient Capital Advisors, LLC22,093$2.2M0.57%-6,71413F-HRTimeline
SHELTON CAPITAL MANAGEMENT21,596$2.15M0.05%new13F-HRTimeline
Patten Group, Inc.20,616$2.05M0.36%-79713F-HRTimeline
Simplicity Wealth,LLC19,544$1.94M0.11%+12,13513F-HRTimeline
One Capital Management, LLC19,514$1.94M0.05%+3,02013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC19,258$1.92M0.67%+54913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC18,988$1.89M0.23%-2,98413F-HRTimeline
TFR Capital, LLC.18,801$1.87M0.57%-69913F-HRTimeline
Capital Advisors, Ltd. LLC18,548$1.84M0.21%-52613F-HRTimeline
&PARTNERS17,485$1.74M0.01%+6,29713F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding17,160$1.71M+8,580Timeline
Austin Wealth Management, LLC17,178$1.7M0.39%-88,61013F-HRTimeline
Bright Futures Wealth Management, LLC.17,027$1.69M1.16%+1,43113F-HRTimeline
Blue Trust, Inc.16,871$1.68M0.02%-2,31713F-HRTimeline
Values First Advisors, Inc.16,868$1.68M0.87%+1,13413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT16,814$1.67M0.19%-4,02413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…16,724$1.66M0.27%+13,41013F-HRTimeline
Kohmann Bosshard Financial Services, LLC16,376$1.63M0.16%-11,84913F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,189$1.61M0.01%+12,48513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,158$1.61M0.09%-1,34213F-HRTimeline
Retirement Planning Group, LLC16,002$1.59M0.05%-2,85013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…15,942$1.59M0.22%-8,06613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,468$1.54M<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC15,339$1.53M0.39%+14,46913F-HRTimeline
BEACON FINANCIAL GROUP15,024$1.49M0.15%+1,03413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,826$1.47M0.05%-2,91213F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.14,799$1.47M0.02%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,799$1.47M0.03%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,219$1.41M0.06%-52513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,876$1.38M<0.01%-1,00613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC13,231$1.32M<0.01%-16,44713F-HRTimelineGroup
Geneos Wealth Management Inc.12,667$1.26M0.03%-14513F-HRTimeline
Parkway Wealth Management Group, LLC12,425$1.23M0.16%+1,63613F-HRTimeline
Keystone Financial Group12,331$1.23M0.08%+2,13513F-HRTimeline
SYKON CAPITAL LLC12,168$1.21M0.4%-77013F-HRTimeline
Parallel Advisors, LLC11,912$1.18M0.02%-43013F-HR/ATimeline
Prospera Financial Services Inc11,719$1.17M0.02%-60013F-HRTimeline
Barnes Wealth Management Group, Inc11,095$1.1M0.56%-68113F-HRTimeline
Belpointe Asset Management LLC10,499$1.04M0.04%-1,05013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,413$1.04M<0.01%-32,42013F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC10,121$1.01M0.17%+13913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC10,066$1M0.04%-43113F-HRTimeline
Pacific Point Advisors, LLC10,023$997K0.53%-6,06613F-HRTimeline
Collier Financial9,931$988K0.75%-3,16713F-HRTimeline
CENTAURUS FINANCIAL, INC.9,791$974K0.05%-9,58313F-HRTimeline
Nemes Rush Group LLC9,565$951K0.09%+79313F-HRTimeline
Pekin Hardy Strauss, Inc.9,430$938K0.1%-1,49013F-HRTimeline
Convergence Financial, LLC9,216$916K0.1%+4,74913F-HRTimeline
Strategic Wealth Partners, Ltd.9,137$909K0.06%+54313F-HRTimeline
TABLEAUX LLC8,913$886K0.43%-3,94613F-HRTimeline
AE Wealth Management LLC8,816$877K<0.01%+7,45613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,556$851K0.02%-69313F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,440$839K0.04%-13,16113F-HRTimeline
XXI WEALTH, LLC8,408$836K0.47%+15513F-HRTimeline
RiverTree Advisors, LLC8,249$820K0.52%-1,41913F-HRTimeline
CoreCap Advisors, LLC8,195$815K0.03%-1,92113F-HRTimeline
Lynx Investment Advisory8,130$808K0.39%-1,52813F-HRTimeline
Mariner, LLCin group Mariner, LLC7,916$787K<0.01%-4,97413F-HRTimelineGroup
MCF Advisors LLC7,859$781K0.03%-79213F-HRTimeline
Phil A. Younker & Associates, Ltd.7,845$780K0.52%-1,50013F-HRTimeline
Clear Creek Financial Management, LLC7,702$766K0.06%+8713F-HRTimeline
National Wealth Management Group, LLC7,694$765K0.28%new13F-HRTimeline
Transcendent Capital Group LLC7,609$757K0.34%+1113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,560$752K0.14%-1,03213F-HR/ATimeline
MAI Capital Management7,519$748K<0.01%-2,21413F-HRTimeline
GTS SECURITIES LLC6,987$695K0.02%-42313F-HRTimeline
Opulen Financial Group LLC6,477$644K0.45%-1,19913F-HRTimeline
Sound Financial Strategies Group, LLC6,461$642K0.44%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,404$637K0.03%+3,22913F-HRTimelineGroup
Dynamic Advisor Solutions LLC6,268$623K0.02%-13813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,159$612K0.13%-2,89213F-HRTimeline
Ridgeline Wealth Planning, LLC6,152$612K0.45%+3,41813F-HRTimeline
Darden Wealth Group Inc5,526$550K0.28%+31713F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,507$548K0.01%-2,45413F-HRTimeline
JT Stratford LLC5,490$546K0.07%+86013F-HRTimeline
Outbound Financial Inc5,474$544K0.41%-24013F-HRTimeline
KPP Advisory Services LLC5,469$544K0.08%-2,37013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,356$533K0.09%+17113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,222$519K0.06%-6913F-HRTimeline
Gibbs Wealth Management5,203$517K0.07%+27513F-HRTimeline