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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
NL
26
NDWM LLC
California
$16.4M -$1.92M -19,379 -11%
CastleKeep Investment Advisors
27
CastleKeep Investment Advisors
Connecticut
$16.3M +$263K +2,652 +2%
RCS
28
Retirement Capital Strategies
California
$15.9M +$15.9M +160,238 New
Raymond James Financial
29
Raymond James Financial
Florida
$14.2M +$14.2M +143,418 New
MML Investors Services
30
MML Investors Services
Massachusetts
$13.9M +$6.33M +63,751 +84%
FAIM
31
Financial Advocates Investment Management
Washington
$12.7M +$1M +10,093 +9%
AWM
32
Austin Wealth Management
Texas
$12.1M +$2.52M +25,373 +26%
ODIJL
33
One Day In July LLC
Vermont
$12M +$1.42M +14,307 +13%
DWA
34
Delos Wealth Advisors
Texas
$12M -$429K -4,322 -3%
FGA
35
Fortis Group Advisors
New Jersey
$11.5M -$4.82M -48,573 -30%
BWM
36
Birchcreek Wealth Management
Ohio
$11.2M +$3.73M +37,529 +50%
NA
37
NewEdge Advisors
Louisiana
$11.1M +$1.73M +17,430 +18%
TCFP
38
Treasure Coast Financial Planning
Florida
$11.1M -$379K -3,822 -3%
SI
39
Stephens Inc
Arkansas
$11.1M -$20.2M -203,886 -65%
Morgan Stanley
40
Morgan Stanley
New York
$10.6M +$1.37M +13,826 +15%
Truist Financial
41
Truist Financial
North Carolina
$10.4M -$3.68M -37,019 -26%
SWP
42
Stratos Wealth Partners
Ohio
$10.4M -$6.16M -62,026 -37%
EH
43
Equitable Holdings
New York
$10.2M +$3.51M +35,325 +52%
BCMIO
44
Beacon Capital Management Inc (Ohio)
Ohio
$9.8M -$622K -6,264 -6%
AFG
45
Altiora Financial Group
Ohio
$9.75M -$590K -5,944 -6%
MWM
46
MOKAN Wealth Management
Kansas
$9.72M +$9.73M +97,996 New
HFW
47
Horizon Family Wealth
Illinois
$9.17M +$878K +8,846 +11%
CIA
48
Choate Investment Advisors
Massachusetts
$9.14M +$90.6K +913 +1%
CF
49
Convergence Financial
Missouri
$8.98M -$144K -1,447 -2%
AC
50
Anson Capital
Georgia
$8.79M +$983K +9,897 +13%

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.