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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
PAYA
176
Phil A. Younker & Associates
Alaska
$689K +$690K +6,950 New
DFC
177
DBK Financial Counsel
Ohio
$686K +$53.6K +540 +8%
SFSG
178
Sound Financial Strategies Group
Mississippi
$663K -$4.96K -50 -0.7%
OFG
179
Opulen Financial Group
Virginia
$657K +$657K +6,621 New
ZRP
180
Zynergy Retirement Planning
New Jersey
$644K
GVAG
181
Great Valley Advisor Group
Delaware
$638K +$123K +1,234 +24%
AWM
182
Avior Wealth Management
Nebraska
$631K -$22.8K -230 -3%
MM
183
Meridian Management
Arkansas
$589K -$90.6K -913 -13%
EBA
184
Eagle Bay Advisors
New York
$589K -$3.67M -36,926 -86%
LIG
185
Lokken Investment Group
Delaware
$580K +$581K +5,851 New
ACM
186
Advance Capital Management
Michigan
$573K -$295K -2,968 -34%
TCG
187
Transcendent Capital Group
Oklahoma
$567K
WA
188
WBH Advisory
Maryland
$566K -$209K -2,110 -27%
CAM
189
Cresset Asset Management
Illinois
$555K -$121K -1,221 -18%
SFPG
190
Stonebridge Financial Planning Group
Florida
$554K -$120K -1,208 -18%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$551K -$1.15M -11,622 -68%
TPBG
192
Turning Point Benefit Group
Maryland
$549K +$549K +5,530 New
FLPIM
193
F.L. Putnam Investment Management
Massachusetts
$523K -$446K -4,497 -46%
NRG
194
Nemes Rush Group
Michigan
$515K +$64.3K +648 +14%
CI
195
CacheTech Inc
Utah
$508K +$509K +5,125 New
TFP
196
Tilia Fiduciary Partners
North Carolina
$499K +$499K +5,030 New
AI
197
Atria Investments
North Carolina
$482K -$3.6M -36,299 -88%
JSW
198
Journey Strategic Wealth
New Jersey
$468K -$454K -4,574 -49%
PP
199
Prudential plc
United Kingdom
$467K +$468K +4,713 New
IWM
200
IHT Wealth Management
Illinois
$441K -$19.9K -200 -4%

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.