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

276 hedge funds and large institutions have $2.42B invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

47% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 88

10% more capital invested

Capital invested by funds: $2.2B → $2.42B (+$218M)

5% more funds holding

Funds holding: 263276 (+13)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

1.15% less ownership

Funds ownership: 67.23%66.08% (-1.1%)

Holders
276
Holders Change
+13
Holders Change %
+4.94%
% of All Funds
3.7%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.36%
New
38
Increased
129
Reduced
88
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
E
51
EntreWealth
Texas
$9.37M +$1.89M +18,983 +25%
FGA
52
Fortis Group Advisors
New Jersey
$9.03M -$2.47M -24,878 -22%
LRWA
53
Long Run Wealth Advisors
New York
$8.96M +$4.12M +41,527 +85%
AC
54
Anson Capital
Georgia
$8.78M -$34.1K -343 -0.4%
HighTower Advisors
55
HighTower Advisors
Illinois
$8.42M +$281K +2,830 +3%
TI
56
Tidal Investments
Wisconsin
$8.19M +$8.17M +82,278 New
BCMIO
57
Beacon Capital Management Inc (Ohio)
Ohio
$7.87M -$1.94M -19,567 -20%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$7.36M -$699K -7,040 -9%
VA
59
Valmark Advisers
Ohio
$7.25M +$4.14M +41,662 +133%
WPW
60
Waldron Private Wealth
Pennsylvania
$7.23M -$1.2M -12,085 -14%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$6.87M +$159K +1,596 +2%
Citadel Advisors
62
Citadel Advisors
Florida
$6.55M +$6.54M +65,825 New
TCWM
63
Total Clarity Wealth Management
Illinois
$6.49M
MCC
64
Money Concepts Capital
Florida
$6.47M +$5.51M +55,501 +580%
AC
65
AlphaCore Capital
California
$6.44M +$6.43M +64,701 New
Cerity Partners
66
Cerity Partners
New York
$6.44M +$533K +5,370 +9%
SI
67
Stephens Inc
Arkansas
$6.09M -$5.02M -50,516 -45%
QCG
68
Quadrant Capital Group
Ohio
$5.73M -$23.8K -240 -0.4%
EWA
69
EP Wealth Advisors
California
$5.7M -$354K -3,564 -6%
HPC
70
HM Payson & Co
Maine
$5.62M -$39.7K -400 -0.7%
PGA
71
Portland Global Advisors
Maine
$5.51M -$805K -8,105 -13%
IFG
72
Independent Financial Group
California
$5.26M +$167K +1,684 +3%
NWWA
73
New Wave Wealth Advisors
Arkansas
$5.08M +$3.72M +37,462 +275%
CA
74
CoreCap Advisors
Michigan
$5.04M +$2.35M +23,667 +88%
AAS
75
Ameritas Advisory Services
Nebraska
$4.99M +$506K +5,098 +11%

BILS Hedge Fund Activity: Q1 2025 in Review

276 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q1 2025, worth a combined $2.42B — up 9.9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BILS positions and 18 closed out — a net gain of 20 holders — while 129 added to existing stakes and 88 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $35.8M. The largest seller was Osaic Holdings, cutting an estimated $23.3M.

  • 276 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q1 2025, up from 263 in Q4 2024.
  • Funds reported $2.42B of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q1 2025, up 9.9% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q1 2025 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $35.8M added.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q1 2025 was Osaic Holdings, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2025.