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

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: 18 → 26 (+8)

11% more funds holding

Funds holding: 237 → 263 (+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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$32.2M
2
BB
Bell Bank
North Dakota
+$25.3M
3
ATPW
Ashton Thomas Private Wealth
Arizona
+$21.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.4M
5
RCS
Retirement Capital Strategies
California
+$15.9M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
-$57.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$29.1M
3
SI
Stephens Inc
Arkansas
-$20.2M
4
PA
Parallel Advisors
California
-$8.95M
5
MIM
Miller Investment Management
Pennsylvania
-$8.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$4.29M +$85.6K +862 +2%
MPW
77
Magnolia Private Wealth
Pennsylvania
$4.01M +$4.02M +40,489 New
OBWG
78
Onyx Bridge Wealth Group
New York
$4.01M +$196K +1,972 +5%
CCM
79
Coldstream Capital Management
Washington
$3.94M -$57.7M -581,114 -94%
AI
80
Auour Investments
Massachusetts
$3.74M +$168K +1,692 +5%
Goldman Sachs
81
Goldman Sachs
New York
$3.7M -$916K -9,224 -20%
GI
82
GAMMA Investing
California
$3.65M +$1.37M +13,784 +60%
BCI
83
Brinker Capital Investments
Pennsylvania
$3.62M +$1.05M +10,530 +40%
OPS
84
Orion Portfolio Solutions
Nebraska
$3.62M +$1.05M +10,530 +40%
KAS
85
KPP Advisory Services
Kentucky
$3.55M -$585K -5,894 -14%
CWMGO
86
Capstone Wealth Management Group (Oregon)
Oregon
$3.49M +$3.49M +35,196 New
TC
87
TownSquare Capital
Utah
$3.31M +$1.2M +12,120 +57%
IWM
88
Iams Wealth Management
Nebraska
$3.26M -$6.14M -61,863 -65%
PA
89
Promethium Advisors
Maryland
$3.16M +$948K +9,552 +43%
KAS
90
Kestra Advisory Services
Texas
$3.14M -$5.48M -55,192 -64%
VA
91
Valmark Advisers
Ohio
$3.1M +$1.83M +18,438 +144%
IA
92
IFP Advisors
Florida
$3.03M -$1.49M -15,031 -33%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$3.02M +$1.25M +12,550 +70%
WS
94
Wedbush Securities
California
$3M +$2.67M +26,887 +810%
WCAMG
95
Woodard & Company Asset Management Group
North Carolina
$2.95M -$76.5K -771 -3%
PPP
96
Private Portfolio Partners
New Jersey
$2.95M -$1.37M -13,800 -32%
AFAS
97
Acorn Financial Advisory Services
Virginia
$2.91M -$444K -4,469 -13%
NWM
98
Napa Wealth Management
California
$2.81M -$3.46M -34,856 -55%
CC
99
Courier Capital
New York
$2.79M -$848K -8,546 -23%
TC
100
TFR Capital
Texas
$2.77M +$2.77M +27,907 New
2 3
4
5 6

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.