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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
CCFM
151
Clear Creek Financial Management
Washington
$1.04M -$216K -2,179 -17%
PPA
152
Pacific Point Advisors
California
$998K +$999K +10,064 New
LIA
153
Lynx Investment Advisory
District of Columbia
$990K +$24.3K +245 +3%
DCM
154
DGS Capital Management
New Jersey
$983K +$16.2K +163 +2%
TWM
155
TCFG Wealth Management
California
$970K +$532K +5,360 +121%
MCC
156
Money Concepts Capital
Florida
$948K -$2.17M -21,851 -70%
OWA
157
Opal Wealth Advisors
New York
$939K +$638K +6,425 +211%
PG
158
Patten Group
Tennessee
$933K +$934K +9,405 New
EFG
159
Embree Financial Group
Illinois
$932K +$72.6K +731 +8%
Lido Advisors
160
Lido Advisors
California
$901K
JFG
161
Jefferies Financial Group
New York
$895K
GLA
162
Good Life Advisors
Pennsylvania
$894K +$369K +3,716 +70%
RA
163
RiverTree Advisors
Florida
$847K +$54.3K +547 +7%
GWM
164
Gibbs Wealth Management
Georgia
$842K +$25.8K +260 +3%
T
165
Tidemark
California
$832K -$11.4K -115 -1%
AWS
166
Atria Wealth Solutions
New York
$832K -$1.73M -17,438 -68%
WWM
167
WJ Wealth Management
Arizona
$823K -$76.2K -768 -8%
KBFS
168
Kohmann Bosshard Financial Services
Ohio
$813K -$387K -3,898 -32%
SC
169
Sykon Capital
New York
$812K +$377K +3,800 +87%
AWP
170
Astra Wealth Partners
New Jersey
$801K +$802K +8,078 New
SA
171
Sanctuary Advisors
Indiana
$777K -$120K -1,207 -13%
FFA
172
Farther Finance Advisors
California
$745K +$615K +6,190 +469%
GWM
173
Geneos Wealth Management
Colorado
$737K +$348K +3,510 +89%
I2I
174
Insight 2811 Inc
Illinois
$732K -$44.7K -450 -6%
PHS
175
Pekin Hardy Strauss
Illinois
$712K +$383K +3,860 +116%

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.