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SPDR Bloomberg 3-12 Month T-Bill ETF
BILS

Overview Fund Activity

241 hedge funds and large institutions have $1.86B invested in SPDR Bloomberg 3-12 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 85 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
3.49%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
36
Increased
85
Reduced
103
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
1
Napa Wealth Management
California
$47.5M
2
LPL Financial
2
LPL Financial
California
$164M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$16.4M
4
Jane Street
4
Jane Street
New York
$12.1M
5
KAS
5
KPP Advisory Services
Kentucky
$7.05M

Top Sellers

1
HPC
1
HM Payson & Co
Maine
$6.26M
2
FGA
2
Fortis Group Advisors
New Jersey
$27.3M
3
PCP
3
Proficio Capital Partners
Massachusetts
$30.3M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$37.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
101
Fairbanks Capital Management
California
$2.24M +$1.79M +19,510 +399%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$821K +8,260 +59%
SWA
103
Stratos Wealth Advisors
Ohio
$2.01M -$439K -4,412 -18%
OMC
104
Old Mission Capital
Illinois
$1.98M +$1.98M +19,870 New
TC
105
TownSquare Capital
Utah
$1.92M -$707K -7,111 -27%
AAS
106
Avantax Advisory Services
Texas
$1.8M +$164K +1,652 +10%
AFAS
107
Acorn Financial Advisory Services
Virginia
$1.8M +$1.45M +14,579 +412%
AC
108
Anson Capital
Georgia
$1.7M +$706K +7,100 +71%
JFG
109
Jefferies Financial Group
New York
$1.68M +$1.28M +12,904 +327%
SWA
110
Sightline Wealth Advisors
Connecticut
$1.65M +$1.65M +16,638 New
ES
111
Eagle Strategies
New York
$1.59M +$1.59M +15,995 New
LRWA
112
Long Run Wealth Advisors
New York
$1.54M +$1.54M +15,500 New
SSWM
113
Sheets Smith Wealth Management
North Carolina
$1.53M +$239K +2,400 +18%
PCM
114
Parsons Capital Management
Rhode Island
$1.51M +$13.9K +140 +0.9%
SMG
115
Smart Money Group
Texas
$1.45M +$206K +2,068 +17%
KPWS
116
Kestra Private Wealth Services
Texas
$1.45M +$283K +2,851 +24%
CAL
117
Capital Advisors Ltd
Ohio
$1.45M +$108K +1,089 +8%
MA
118
MCF Advisors
Kentucky
$1.42M -$217K -2,184 -13%
SAM
119
Smartleaf Asset Management
Massachusetts
$1.37M -$1.04M -10,417 -43%
ACM
120
Advance Capital Management
Michigan
$1.36M -$3.84M -38,600 -74%
WWM
121
WJ Wealth Management
Arizona
$1.35M -$960K -9,661 -42%
KBFS
122
Kohmann Bosshard Financial Services
Ohio
$1.31M -$2.19K -22 -0.2%
AWS
123
Atria Wealth Solutions
New York
$1.28M +$226K +2,275 +22%
CIA
124
Concurrent Investment Advisors
Florida
$1.26M +$772K +7,761 +158%
TCWM
125
Total Clarity Wealth Management
Illinois
$1.18M -$872K -8,774 -43%
3 4
5
6 7