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

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: 1826 (+8)

11% more funds holding

Funds holding: 237263 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
126
Essex Financial Services
Connecticut
$1.52M -$69.3K -698 -4%
SWA
127
Stratos Wealth Advisors
Ohio
$1.49M -$163K -1,646 -10%
NWMG
128
National Wealth Management Group
Ohio
$1.49M -$219K -2,210 -13%
Mariner
129
Mariner
Kansas
$1.48M +$810K +8,155 +121%
BWMG
130
Barnes Wealth Management Group
California
$1.46M +$1.46M +14,733 New
VFG
131
Victory Financial Group
Texas
$1.44M +$1.44M +14,510 New
VFA
132
Values First Advisors
Tennessee
$1.42M +$469K +4,720 +49%
AQR Capital Management
133
AQR Capital Management
Connecticut
$1.41M
MA
134
MCF Advisors
Kentucky
$1.4M -$186K -1,876 -12%
AA
135
Alesco Advisors
New York
$1.4M +$31K +312 +2%
PCA
136
Prosperity Capital Advisors
Ohio
$1.36M +$14.3K +144 +1%
NWWA
137
New Wave Wealth Advisors
Arkansas
$1.35M +$1.35M +13,610 New
AAS
138
Avantax Advisory Services
Texas
$1.33M -$199K -2,002 -13%
KPWS
139
Kestra Private Wealth Services
Texas
$1.32M -$52.4K -528 -4%
DWM
140
Dakota Wealth Management
Florida
$1.29M +$251K +2,533 +24%
HF
141
HRT Financial
New York
$1.23M +$1.23M +12,399 New
MOS
142
MGO One Seven
Ohio
$1.22M +$491K +4,950 +67%
AFP
143
Ausdal Financial Partners
Iowa
$1.2M +$513K +5,164 +74%
CF
144
Collier Financial
Colorado
$1.18M +$1.18M +11,884 New
GWM
145
GK Wealth Management
Nevada
$1.14M +$1.14M +11,480 New
PTC
146
Private Trust Company
Ohio
$1.13M +$25.4K +256 +2%
KFGK
147
Keystone Financial Group (Kentucky)
Kentucky
$1.12M +$49.6K +500 +5%
P
148
&Partners
Tennessee
$1.11M +$1.11M +11,166 New
MG
149
Marex Group
$1.09M +$524K +5,276 +93%
FHA
150
Flagship Harbor Advisors
Massachusetts
$1.05M -$2.74M -27,571 -72%

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.