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State Street SPDR Bloomberg 3-12 Month T-Bill ETF

263 hedge funds and large institutions have $2.2B invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 20

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

11% more funds holding

Funds holding: 237263 (+26)

5% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 95

3% more capital invested

Capital invested by funds: $2.13B → $2.2B (+$65.2M)

0.13% more ownership

Funds ownership: 67.1%67.23% (+0.13%)

Holders
263
Holders Change
+26
Holders Change %
+10.97%
% of All Funds
3.46%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
51
Increased
100
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
226
Hofer & Associates
California
$253K +$3.87K +39 +2%
DWM
227
Destination Wealth Management
California
$253K
SIAS
228
Summit Investment Advisory Services
Minnesota
$250K +$250K +2,517 New
CCA
229
Checchi Capital Advisers
California
$242K +$243K +2,445 New
KLI
230
Kelman-Lazarov Inc
Tennessee
$240K -$24.7K -249 -9%
SW
231
Simplicity Wealth
New Jersey
$235K +$236K +2,375 New
PPWP
232
Premier Path Wealth Partners
New Jersey
$230K +$2.48K +25 +1%
MA
233
Mutual Advisors
Nebraska
$227K -$286K -2,879 -56%
GFM
234
GEN Financial Management
Minnesota
$226K +$226K +2,277 New
FDW
235
Fourth Dimension Wealth
Ohio
$225K +$225K +2,268 New
MWM
236
Meridian Wealth Management
Kentucky
$224K +$225K +2,263 New
FWSM
237
First Wilshire Securities Management
California
$224K +$224K +2,255 New
WCM
238
Weaver Capital Management
Georgia
$217K +$217K +2,184 New
TSS
239
Two Sigma Securities
New York
$206K -$399K -4,015 -66%
AWM
240
AE Wealth Management
Kansas
$201K +$202K +2,031 New
PSP
241
Pacific Sage Partners
Washington
$201K +$202K +2,030 New
SWM
242
Sugarloaf Wealth Management
Georgia
$137K
CT
243
Clearstead Trust
Maine
$137K
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$136K
OAJ
245
Ogorek Anthony Joseph
New York
$119K
Comerica Bank
246
Comerica Bank
Texas
$114K -$4.86K -49 -4%
US Bancorp
247
US Bancorp
Minnesota
$109K +$109K +1,100 New
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$107K +$107K +1,077 New
SWM
249
Spire Wealth Management
Virginia
$99.2K
NP
250
NorthRock Partners
Minnesota
$57.6K +$9.93K +100 +21%

BILS Hedge Fund Activity: Q4 2024 in Review

263 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q4 2024, worth a combined $2.2B — up 3.1% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BILS positions and 20 closed out — a net gain of 31 holders — while 100 added to existing stakes and 95 trimmed.

The largest buyer was LPL Financial, adding an estimated $32.2M. The largest seller was Coldstream Capital Management, cutting an estimated $57.7M.

  • 263 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $2.2B of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q4 2024 and 20 closed out, a net change of +31 holders.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q4 2024 was LPL Financial, an estimated $32.2M added.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q4 2024 was Coldstream Capital Management, an estimated $57.7M sold.

Based on aggregated 13F filings for Q4 2024.