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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
Stifel Financial
76
Stifel Financial
Missouri
$4.9M +$2.57M +25,898 +111%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$4.89M +$2.56M +25,749 +110%
OMC
78
Old Mission Capital
Illinois
$4.74M +$4.73M +47,649 New
PA
79
Promethium Advisors
Maryland
$4.72M +$1.55M +15,628 +49%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$4.41M +$105K +1,057 +2%
RCS
81
Retirement Capital Strategies
California
$4.4M -$11.5M -116,058 -72%
GI
82
GAMMA Investing
California
$4.33M +$669K +6,731 +18%
OBWG
83
Onyx Bridge Wealth Group
New York
$4.32M +$297K +2,991 +7%
CIA
84
Concurrent Investment Advisors
Florida
$4.31M +$2.32M +23,335 +117%
MPW
85
Magnolia Private Wealth
Pennsylvania
$4.31M +$277K +2,792 +7%
SWP
86
Stratos Wealth Partners
Ohio
$4.29M -$6.14M -61,782 -59%
AFAS
87
Acorn Financial Advisory Services
Virginia
$4.15M +$1.22M +12,328 +42%
TCG
88
Transcendent Capital Group
Oklahoma
$4.14M +$3.56M +35,870 +627%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$4.08M -$636K -6,405 -14%
CCA
90
Carrera Capital Advisors
Michigan
$4.06M -$2.31M -23,301 -36%
CWMGO
91
Capstone Wealth Management Group (Oregon)
Oregon
$3.98M +$476K +4,797 +14%
KAS
92
Kestra Advisory Services
Texas
$3.95M +$807K +8,125 +26%
Jane Street
93
Jane Street
New York
$3.89M +$3.88M +39,111 New
BCI
94
Brinker Capital Investments
Pennsylvania
$3.86M +$220K +2,215 +6%
OPS
95
Orion Portfolio Solutions
Nebraska
$3.86M +$220K +2,215 +6%
CJ
96
Caitlin John
Michigan
$3.81M +$1.85M +18,642 +95%
HWP
97
Hibernia Wealth Partners
Louisiana
$3.8M +$1.85M +18,656 +96%
PVI
98
Pine Valley Investments
New Jersey
$3.71M +$1.66M +16,702 +81%
AI
99
Auour Investments
Massachusetts
$3.58M -$150K -1,514 -4%
WCWM
100
Wooster Corthell Wealth Management
Connecticut
$3.54M +$1.42M +14,334 +67%

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.