We are live on ! Find out more
BIL icon

State Street SPDR Bloomberg 1-3 Month T-Bill ETF

1,027 hedge funds and large institutions have $18.5B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2024 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 399 increasing their positions, 387 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 77

6% more funds holding

Funds holding: 9661,027 (+61)

4% more funds holding in top 10

Funds holding in top 10: 160166 (+6)

1.86% more ownership

Funds ownership: 58.94%60.8% (+1.9%)

3% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 387

0% less capital invested

Capital invested by funds: $18.5B → $18.5B (-$58.7M)

39% less call options, than puts

Call options by funds: $2.37M | Put options by funds: $3.87M

Holders
1,027
Holders Change
+61
Holders Change %
+6.31%
% of All Funds
14.83%
Holding in Top 10
166
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.75%
% of All Funds
2.4%
New
156
Increased
399
Reduced
387
Closed
77
Calls
$2.37M
Puts
$3.87M
Net Calls
-$1.5M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Norris Financial Group
South Carolina
$11M -$1.49M -16,316 -12%
FCA
227
Fortis Capital Advisors
Kansas
$10.8M +$1.77M +19,310 +20%
LAM
228
Lakewood Asset Management
Illinois
$10.7M +$193K +2,104 +2%
IWM
229
Iams Wealth Management
Nebraska
$10.6M +$2.79M +30,491 +36%
Focus Partners Wealth
230
Focus Partners Wealth
Massachusetts
$10.5M +$7.05M +76,978 +203%
TCFP
231
Treasure Coast Financial Planning
Florida
$10.5M +$405K +4,419 +4%
FFS
232
Founders Financial Securities
Maryland
$10.4M +$250K +2,727 +2%
JFG
233
Jefferies Financial Group
New York
$10.3M +$261K +2,854 +3%
RC
234
Roundview Capital
New Jersey
$10.2M +$399K +4,356 +4%
OC
235
Oppenheimer & Co
New York
$10.2M +$3.04M +33,210 +43%
GM
236
GeoWealth Management
Illinois
$9.99M -$27.8M -303,707 -74%
KWM
237
Kingsview Wealth Management
Oregon
$9.91M -$58.4K -637 -0.6%
CA
238
Clearstead Advisors
Ohio
$9.85M +$9.79M +106,843 +21,199%
WAM
239
Worth Asset Management
Texas
$9.83M +$2.03M +22,211 +26%
SWP
240
Stratos Wealth Partners
Ohio
$9.72M +$2.02M +22,071 +26%
Schroder Investment Management Group
241
Schroder Investment Management Group
United Kingdom
$9.66M +$9.64M +105,249 New
VCA
242
Verdence Capital Advisors
Maryland
$9.63M +$504K +5,504 +6%
CI
243
CX Institutional
Indiana
$9.48M +$447K +4,880 +5%
LMKC
244
L.M. Kohn & Company
Ohio
$9.45M +$374K +4,078 +4%
C
245
Certuity
Florida
$9.34M -$887K -9,677 -9%
WAAG
246
Wealth Alliance Advisory Group
Kansas
$9.3M +$9.29M +101,363 New
SIM
247
Sterling Investment Management
Arizona
$9.26M -$783K -8,545 -8%
UFA
248
US Financial Advisors
Massachusetts
$9.19M +$2.08M +22,758 +29%
PVM
249
Palogic Value Management
Texas
$9.19M +$9.17M +100,098 New
LEFP
250
Leading Edge Financial Planning
Tennessee
$9.17M +$2.76M +30,158 +43%

BIL Hedge Fund Activity: Q2 2024 in Review

1,027 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q2 2024, worth a combined $18.5B — down 0.32% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BIL positions and 77 closed out — a net gain of 79 holders — while 399 added to existing stakes and 387 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $1.42B. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $288M.

  • 1,027 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q2 2024, up from 966 in Q1 2024.
  • Funds reported $18.5B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q2 2024, down 0.32% quarter-over-quarter.
  • 156 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q2 2024 and 77 closed out, a net change of +79 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $1.42B added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $288M sold.

Based on aggregated 13F filings for Q2 2024.