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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
BCA
201
Bay Colony Advisors
Massachusetts
$412K +$48.4K +488 +13%
PWM
202
Perigon Wealth Management
California
$412K +$6.25K +63 +2%
CP
203
Castleview Partners
Texas
$384K -$15K -151 -4%
MSAM
204
Moloney Securities Asset Management
Missouri
$382K +$18.6K +187 +5%
SWM
205
Stapp Wealth Management
Washington
$378K
SL
206
Salomon & Ludwin
Virginia
$367K
MBI
207
May Barnhard Investments
Maryland
$364K -$48.6K -490 -12%
ORC
208
O'Rourke & Company
Massachusetts
$357K +$136K +1,367 +61%
SWA
209
Sightline Wealth Advisors
Connecticut
$351K -$2.28K -23 -0.6%
PA
210
Parallel Advisors
California
$343K -$8.95M -90,204 -96%
MWM
211
Modern Wealth Management
Kansas
$341K +$893 +9 +0.3%
NCM
212
Northwest Capital Management
Oregon
$340K -$97.5K -982 -22%
PWG
213
Portside Wealth Group
Utah
$339K -$52.6K -530 -13%
NF
214
NavPoint Financial
Minnesota
$335K -$122K -1,232 -27%
GRP
215
Global Retirement Partners
California
$321K -$2.48K -25 -0.8%
HWP
216
Highline Wealth Partners
California
$318K -$63.5K -640 -17%
PI
217
PFG Investments
New York
$304K +$9.93K +100 +3%
RWP
218
Ridgeline Wealth Planning
Ohio
$298K +$298K +3,004 New
NG
219
Novem Group
New York
$293K +$294K +2,960 New
ACS
220
Archford Capital Strategies
Illinois
$286K +$287K +2,888 New
BFWM
221
Bright Futures Wealth Management
New York
$277K +$277K +2,788 New
FIM
222
Freedom Investment Management
Connecticut
$270K -$16.3K -164 -6%
BPA
223
Beacon Pointe Advisors
California
$267K +$9.43K +95 +4%
SG
224
StoneX Group
New York
$255K -$31.8K -320 -11%
VPP
225
Vertex Planning Partners
Illinois
$255K -$55K -554 -18%

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.