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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
WPW
51
Waldron Private Wealth
Pennsylvania
$8.41M -$7.14M -71,876 -46%
IAA
52
Independent Advisor Alliance
North Carolina
$8.23M +$8.24M +82,999 New
SWP
53
Strategic Wealth Partners
Ohio
$8.16M -$763K -7,682 -9%
HighTower Advisors
54
HighTower Advisors
Illinois
$8.12M -$210K -2,118 -3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$8.03M +$5.8M +58,449 +259%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$7.87M +$1.31M +13,212 +20%
E
57
EntreWealth
Texas
$7.45M +$7.46M +75,149 New
CP
58
Cornerstone Planning
North Carolina
$6.91M +$6.92M +69,739 New
PAG
59
Private Advisor Group
New Jersey
$6.73M +$956K +9,629 +17%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$6.68M +$1.65M +16,622 +33%
TCWM
61
Total Clarity Wealth Management
Illinois
$6.49M -$3.3M -33,228 -34%
CCA
62
Carrera Capital Advisors
Michigan
$6.36M -$191K -1,922 -3%
PGA
63
Portland Global Advisors
Maine
$6.29M -$4.77M -48,001 -43%
HFA
64
Hershey Financial Advisers
Pennsylvania
$6.18M +$6.19M +62,334 New
RPCA
65
Running Point Capital Advisors
California
$6.08M -$498K -5,021 -8%
EWA
66
EP Wealth Advisors
California
$6.03M -$97K -977 -2%
Cerity Partners
67
Cerity Partners
New York
$5.88M -$986K -9,931 -14%
QCG
68
Quadrant Capital Group
Ohio
$5.74M +$251K +2,524 +5%
HPC
69
HM Payson & Co
Maine
$5.64M -$39.1K -394 -0.7%
IFG
70
Independent Financial Group
California
$5.07M -$538K -5,416 -10%
LRWA
71
Long Run Wealth Advisors
New York
$4.82M +$2.35M +23,665 +95%
DJSG
72
D.J. St. Germain
Massachusetts
$4.73M -$109K -1,094 -2%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$4.7M -$486K -4,892 -9%
SIM
74
Studio Investment Management
Illinois
$4.59M +$69.1K +696 +2%
AAS
75
Ameritas Advisory Services
Nebraska
$4.48M +$938K +9,451 +26%

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.