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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
VRM
101
Vectors Research Management
New York
$2.73M -$574K -5,779 -17%
CA
102
CoreCap Advisors
Michigan
$2.67M -$1.93M -19,400 -42%
WAM
103
WealthTrust Asset Management
Florida
$2.64M +$2.64M +26,606 New
CF
104
Centaurus Financial
California
$2.54M -$291K -2,929 -10%
CFG
105
Carr Financial Group
Massachusetts
$2.53M +$5.16K +52 +0.2%
DACG
106
Donor Advised Charitable Giving
California
$2.4M -$115K -1,154 -5%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$2.32M +$437K +4,400 +23%
Stifel Financial
108
Stifel Financial
Missouri
$2.32M +$536K +5,398 +30%
WWM
109
Western Wealth Management
Colorado
$2.29M +$929K +9,355 +68%
WCWM
110
Wooster Corthell Wealth Management
Connecticut
$2.11M +$103K +1,033 +5%
PWH
111
Priebe Wealth Holdings
Minnesota
$2.07M +$615K +6,192 +42%
PVI
112
Pine Valley Investments
New Jersey
$2.04M +$361K +3,633 +21%
CAL
113
Capital Advisors Ltd
Ohio
$1.99M +$142K +1,431 +8%
CIA
114
Concurrent Investment Advisors
Florida
$1.98M +$79.3K +799 +4%
CJ
115
Caitlin John
Michigan
$1.95M -$208K -2,098 -10%
HWP
116
Hibernia Wealth Partners
Louisiana
$1.93M -$1.1M -11,069 -36%
AL
117
ACAS LLC
California
$1.93M +$1.93M +19,446 New
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$1.78M +$1.79M +17,988 New
GCA
119
Gradient Capital Advisors
California
$1.78M +$1.47M +14,804 +473%
JP Morgan Chase
120
JP Morgan Chase
New York
$1.69M +$1.42M +14,294 +519%
PCM
121
Parsons Capital Management
Rhode Island
$1.68M +$75K +755 +5%
SSWM
122
Sheets Smith Wealth Management
North Carolina
$1.65M -$208K -2,100 -11%
BTI
123
Blue Trust Inc
Georgia
$1.65M +$451K +4,548 +38%
LC
124
Legacy CG
Texas
$1.62M +$919K +9,262 +130%
PFS
125
Prospera Financial Services
Texas
$1.54M +$211K +2,125 +16%
3 4
5
6 7

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.