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SPDR Bloomberg 3-12 Month T-Bill ETF
BILS

Overview Fund Activity

127 hedge funds and large institutions have $968M invested in SPDR Bloomberg 3-12 Month T-Bill ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
+64
Holders Change %
+101.59%
% of All Funds
2.03%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.22%
New
74
Increased
42
Reduced
10
Closed
9
Calls
$319K
Puts
$329K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$119M
2
Bank of America
2
Bank of America
North Carolina
$97.8M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$104M
4
TWM
4
TMD Wealth Management
Arizona
$41M
5
WPW
5
Waldron Private Wealth
Pennsylvania
$23M

Top Sellers

1
CIA
1
Choate Investment Advisors
Massachusetts
$24.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$616K
3
SWM
3
Stapp Wealth Management
Washington
$0
4
SW
4
SVB Wealth
Massachusetts
$0
5
GVAG
5
Great Valley Advisor Group
Delaware
$286K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
TownSquare Capital
Utah
$2.7M +$1.42M +14,246 +111%
MML Investors Services
52
MML Investors Services
Massachusetts
$2.61M +$1.09M +10,911 +72%
JCM
53
Jacobi Capital Management
Pennsylvania
$2.43M +$1.64M +16,453 +208%
SWP
54
Stratos Wealth Partners
Ohio
$2.37M +$41.9K +421 +2%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.25M +$2.25M +22,539 New
SWA
56
Stratos Wealth Advisors
Ohio
$2.16M +$2.16M +21,645 New
FAIM
57
Financial Advocates Investment Management
Washington
$2.15M +$2.15M +21,589 New
OWM
58
OneAscent Wealth Management
Alabama
$2.13M +$2.13M +21,347 New
WWM
59
WJ Wealth Management
Arizona
$1.97M +$997K +10,013 +102%
OBWG
60
Onyx Bridge Wealth Group
New York
$1.92M +$1.32M +13,296 +222%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.92M -$1.24M -12,463 -39%
KAS
62
Kestra Advisory Services
Texas
$1.89M +$819K +8,219 +77%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.65M +$1.09M +10,961 +194%
CHAM
64
Clear Harbor Asset Management
Connecticut
$1.59M +$1.59M +15,950 New
PPP
65
Private Portfolio Partners
New Jersey
$1.43M +$1.12M +11,277 +370%
PCM
66
Parsons Capital Management
Rhode Island
$1.39M +$105K +1,050 +8%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.27M +$1.27M +12,695 New
WA
68
WBH Advisory
Maryland
$1.24M +$1.24M +12,478 New
KBFS
69
Kohmann Bosshard Financial Services
Ohio
$1.21M +$299K +3,000 +33%
SSWM
70
Sheets Smith Wealth Management
North Carolina
$1.2M +$666K +6,685 +125%
TWD
71
True Wealth Design
Ohio
$1.15M -$37.9K -380 -3%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.11M +$92.6K +930 +9%
CCFM
73
Clear Creek Financial Management
Washington
$1.09M +$1.09M +10,923 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.02M +$87K +873 +9%
TCFP
75
Treasure Coast Financial Planning
Florida
$1.01M +$1.01M +10,141 New
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