Vault-13

SPDR SER TR BILS

BLOOMBERG 3-12 M · ETP · CUSIP 78468R523

278 institutional holders +14 vs Q4 2024
24,310,72024.3m shares reported held*
$2.4bnreported value*
39 new 129 added 88 reduced 18 sold out net bought ≈ $238.0m (+2.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $99.44.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 20Q4 22: 63Q1 23: 128Q2 23: 181Q3 23: 202Q4 23: 232Q1 24: 243Q2 24: 245Q3 24: 239Q4 24: 264Q1 25: 278278Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202220
Q4 202263
Q1 2023128
Q2 2023181
Q3 2023202
Q4 2023232
Q1 2024243
Q2 2024245
Q3 2024239
Q4 2024264
Q1 2025278

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 131 bought or addedQ2 23: 47 cut or sold outQ3 23: 134 bought or addedQ3 23: 69 cut or sold outQ3 23Q4 23: 132 bought or addedQ4 23: 88 cut or sold outQ1 24: 122 bought or addedQ1 24: 126 cut or sold outQ1 24Q2 24: 126 bought or addedQ2 24: 131 cut or sold outQ3 24: 129 bought or addedQ3 24: 118 cut or sold outQ3 24Q4 24: 128 bought or addedQ4 24: 116 cut or sold outQ1 25: 168 bought or addedQ1 25: 106 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202313147
Q3 202313469
Q4 202313288
Q1 2024122126
Q2 2024126131
Q3 2024129118
Q4 2024128116
Q1 2025168106

Biggest buyers

CWM, LLC Added +360,183+360.2k
LPL Financial LLC Added +298,947+298.9k
AMERIPRISE FINANCIAL INC Added +297,733+297.7k
RENAISSANCE TECHNOLOGIES LLC Added +144,500+144.5k
AQR CAPITAL MANAGEMENT LLC Added +118,338+118.3k
Ashton Thomas Private Wealth, LLC Added +105,761+105.8k
DBK Financial Counsel, LLC Added +102,690+102.7k
ROYAL BANK OF CANADA Added +90,987+91.0k
MORGAN STANLEY Added +87,870+87.9k
WealthTrust Asset Management, LLC Added +86,344+86.3k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -234,775-234.8k
Integrated Wealth Concepts LLC Reduced -190,813-190.8k
RETIREMENT CAPITAL STRATEGIES Reduced -116,058-116.1k
Independent Advisor Alliance Sold out -82,999-83.0k
Stratos Wealth Partners, LTD. Reduced -61,782-61.8k
STEPHENS INC /AR/ Reduced -50,516-50.5k
BANK OF AMERICA CORP /DE/ Reduced -50,233-50.2k
ST GERMAIN D J CO INC Reduced -46,133-46.1k
NorthCoast Asset Management LLC Reduced -35,245-35.2k
Proficio Capital Partners LLC Reduced -31,712-31.7k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 2,870,5182.9m $285.6m $285.6m 0.11% Added +298.9k +298,947
2 CWM, LLC 0.80% of their portfolio OMAHA, NE 2,027,5602.0m $201.7m $201.7m 0.80% Added +360.2k +360,183
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,422,9401.4m $141.6m $141.6m 0.01% Reduced -50.2k -50,233
4 Miller Investment Management, LP 12.19% of their portfolio WEST CONSHOHOCKEN, PA 1,107,7241.1m $110.2m $110.2m 12.19% Added +5.3k +5,323
5 RENAISSANCE TECHNOLOGIES LLC 0.14% of their portfolio NEW YORK, NY 958,400958.4k $95.4m $95.4m 0.14% Added +144.5k +144,500
6 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 857,137857.1k $85.2m $85.2m 0.02% Added +297.7k +297,733
7 Bell Bank 3.32% of their portfolio FARGO, ND 618,143618.1k $61.5m $61.5m 3.32% Reduced -8.2k -8,206
8 Proficio Capital Partners LLC 4.68% of their portfolio NEWTON, MA 609,492609.5k $60.5m $60.5m 4.68% Reduced -31.7k -31,712
9 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.99% of their portfolio BOSTON, MA 590,499590.5k $58.7m $58.7m 0.99% Added +82.1k +82,062
10 Sargent Investment Group, LLC 9.23% of their portfolio BETHESDA, MD 580,919580.9k $57.8m $57.8m 9.23% Added +29.1k +29,118
11 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 575,707575.7k $57.3m $57.3m 0.13% Reduced -234.8k -234,775
12 Ashton Thomas Private Wealth, LLC 1.88% of their portfolio SCOTTSDALE, AZ 493,133493.1k $49.1m $49.1m 1.88% Added +105.8k +105,761
13 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 451,717451.7k $44.9m $44.9m 0.06% Added +33.4k +33,404
14 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 427,265427.3k $42.5m $42.5m 0.08% Added +73.1k +73,137
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 400,811400.8k $39.9m $39.9m 0.01% Added +75.3k +75,324
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 392,615392.6k $39.1m $39.1m 0.01% Added +91.0k +90,987
17 PECAUT & CO. 12.74% of their portfolio SIOUX CITY, IA 376,233376.2k $37.4m $37.4m 12.74% Added +9.4k +9,450
18 UBS Group AG 0.01% of their portfolio ZURICH, V8 371,860371.9k $37.0m $37.0m 0.01% Added +64.2k +64,211
19 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 274,294274.3k $27.3m $27.3m 0.01% Added +17.0k +16,978
20 SoundView Advisors Inc. 11.00% of their portfolio OLYMPIA, WA 268,025268.0k $26.7m $26.7m 11.00% Added +10.7k +10,727
21 CWA Asset Management Group, LLC 1.08% of their portfolio NAPLES, FL 225,477225.5k $22.4m $22.4m 1.08% Reduced -2.5k -2,462
22 Peak Asset Management, LLC 3.72% of their portfolio LOUISVILLE, CO 196,402196.4k $19.5m $19.5m 3.72% Added +4.3k +4,279
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 194,900194.9k $19.4m $19.4m 0.00% Added +87.9k +87,870
24 One Day In July LLC 1.82% of their portfolio BURLINGTON, VT 182,923182.9k $18.2m $18.2m 1.82% Added +61.4k +61,427
25 Integrated Wealth Concepts LLC 0.20% of their portfolio WALTHAM, MA 173,279173.3k $17.2m $17.2m 0.20% Reduced -190.8k -190,813
26 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 168,697168.7k $16.8m $16.8m 0.01% Added +25.3k +25,279
27 NDWM LLC 16.32% of their portfolio LA JOLLA, CA 167,836167.8k $16.7m $16.7m 16.32% Added +2.8k +2,788
28 ARMSTRONG ADVISORY GROUP, INC 1.32% of their portfolio NEEDHAM, MA 167,345167.3k $16.6m $16.6m 1.32% Unchanged
29 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 164,250164.2k $16.3m $16.3m 0.03% Added +59.1k +59,083
30 NorthCoast Asset Management LLC 0.08% of their portfolio STAMFORD, CT 152,165152.2k $15.1m $15.1m 0.08% Reduced -35.2k -35,245
31 CASTLEKEEP INVESTMENT ADVISORS LLC 7.04% of their portfolio WESTPORT, CT 137,815137.8k $13.7m $13.7m 7.04% Reduced -26.3k -26,283
32 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 137,073137.1k $13.6m $13.6m 0.05% Reduced -3.0k -2,999
33 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 135,975136.0k $13.5m $13.5m 0.08% Added +24.0k +24,041
34 Running Point Capital Advisors, LLC 4.28% of their portfolio EL SEGUNDO, CA 135,483135.5k $13.5m $13.5m 4.28% Added +74.1k +74,115
35 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 132,608132.6k $13.2m $13.2m 0.01% Added +118.3k +118,338
36 Financial Advocates Investment Management 0.92% of their portfolio OLYMPIA, WA 131,146131.1k $13.0m $13.0m 0.92% Added +2.9k +2,922
37 Choate Investment Advisors 0.31% of their portfolio BOSTON, MA 124,968125.0k $12.4m $12.4m 0.31% Added +32.7k +32,746
38 Austin Wealth Management, LLC 2.40% of their portfolio Austin, TX 120,571120.6k $12.0m $12.0m 2.40% Reduced -1.1k -1,118
39 Birchcreek Wealth Management, LLC 7.50% of their portfolio MIAMI TOWNSHIP, OH 119,508119.5k $11.9m $11.9m 7.50% Added +6.3k +6,281
40 Treasure Coast Financial Planning 7.28% of their portfolio VERO BEACH, FL 117,993118.0k $11.7m $11.7m 7.28% Added +6.1k +6,088
41 Delos Wealth Advisors, LLC 9.22% of their portfolio DALLAS, TX 117,019117.0k $11.6m $11.6m 9.22% Reduced -4.2k -4,218
42 Horizon Family Wealth, Inc. 7.74% of their portfolio CHICAGO, IL 116,686116.7k $11.6m $11.6m 7.74% Added +24.2k +24,206
43 WealthTrust Asset Management, LLC 8.33% of their portfolio Destin, FL 112,950113.0k $11.2m $11.2m 8.33% Added +86.3k +86,344
44 Equitable Holdings, Inc. 0.10% of their portfolio NEW YORK, NY 111,123111.1k $11.1m $11.1m 0.10% Added +8.0k +8,026
45 DBK Financial Counsel, LLC 10.93% of their portfolio CUYAHOGA FALLS, OH 109,605109.6k $10.9m $10.9m 10.93% Added +102.7k +102,690
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 108,411108.4k $10.8m $10.8m 0.01% Added +29.0k +29,038
47 Altiora Financial Group, LLC 2.24% of their portfolio LEBANON, OH 106,036106.0k $10.5m $10.5m 2.24% Added +7.7k +7,725
48 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 103,773103.8k $10.3m $10.3m 0.06% Added +35.9k +35,917
49 MOKAN Wealth Management Inc. 6.19% of their portfolio OVERLAND PARK, KS 103,310103.3k $10.3m $10.3m 6.19% Added +5.3k +5,314
50 Convergence Financial, LLC 1.97% of their portfolio COLUMBIA, MO 100,590100.6k $10.0m $10.0m 1.97% Added +10.1k +10,068
51 ENTREWEALTH, LLC 7.20% of their portfolio AUSTIN, TX 94,13294.1k $9.4m $9.4m 7.20% Added +19.0k +18,983
52 Fortis Group Advisors, LLC 1.75% of their portfolio WESTWOOD, NJ 90,74890.7k $9.0m $9.0m 1.75% Reduced -24.9k -24,878
53 Long Run Wealth Advisors, LLC 2.03% of their portfolio Lake Placid, NY 90,10190.1k $9.0m $9.0m 2.03% Added +41.5k +41,527
54 Anson Capital, Inc. 7.55% of their portfolio TYRONE, GA 88,30088.3k $8.8m $8.8m 7.55% Reduced -343 -343
55 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 84,67884.7k $8.4m $8.4m 0.01% Added +2.8k +2,830
56 Tidal Investments LLC 0.07% of their portfolio Milwaukee, WI 82,27882.3k $8.2m $8.2m 0.07% New
57 Beacon Capital Management, Inc. 0.39% of their portfolio DAYTON, OH 79,27879.3k $7.9m $7.9m 0.39% Reduced -19.6k -19,567
58 Orion Portfolio Solutions, LLC 0.04% of their portfolio Omaha, NE 75,32175.3k $7.5m $7.5m 0.04% Added +38.8k +38,768
59 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 73,94573.9k $7.4m $7.4m 0.02% Reduced -7.0k -7,040
60 Valmark Advisers, Inc. 0.11% of their portfolio AKRON, OH 72,90372.9k $7.3m $7.3m 0.11% Added +41.7k +41,662
61 Waldron Private Wealth LLC 0.34% of their portfolio BRIDGEVILLE, PA 72,69872.7k $7.2m $7.2m 0.34% Reduced -12.1k -12,085
62 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 69,01269.0k $6.9m $6.9m 0.02% Added +1.6k +1,596
63 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 65,82565.8k $6.5m $6.5m 0.01% New
64 Total Clarity Wealth Management, Inc. 2.12% of their portfolio ST. CHARLES, IL 65,47365.5k $6.5m $6.5m 2.12% Unchanged
65 MONEY CONCEPTS CAPITAL CORP 0.48% of their portfolio PALM BEACH GARDENS, FL 65,06265.1k $6.5m $6.5m 0.48% Added +55.5k +55,501
66 AlphaCore Capital LLC 0.55% of their portfolio LA JOLLA, CA 64,70164.7k $6.4m $6.4m 0.55% New
67 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 64,69764.7k $6.4m $6.4m 0.01% Added +5.4k +5,370
68 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 61,25861.3k $6.1m $6.1m 0.09% Reduced -50.5k -50,516
69 QUADRANT CAPITAL GROUP LLC 0.21% of their portfolio CINCINNATI, OH 57,61757.6k $5.7m $5.7m 0.21% Reduced -240 -240
70 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 57,29557.3k $5.7m $5.7m 0.05% Reduced -3.6k -3,564
71 HM PAYSON & CO 0.10% of their portfolio PORTLAND, ME 56,46956.5k $5.6m $5.6m 0.10% Reduced -400 -400
72 Portland Global Advisors LLC 0.69% of their portfolio PORTLAND, ME 55,38255.4k $5.5m $5.5m 0.69% Reduced -8.1k -8,105
73 INDEPENDENT FINANCIAL GROUP, LLC 0.18% of their portfolio SAN DIEGO, CA 52,85352.9k $5.3m $5.3m 0.18% Added +1.7k +1,684
74 NEW WAVE WEALTH ADVISORS LLC 2.28% of their portfolio SPRINGDALE, AR 51,07251.1k $5.1m $5.1m 2.28% Added +37.5k +37,462
75 CoreCap Advisors, LLC 0.22% of their portfolio SOUTHFIELD, MI 50,61350.6k $5.0m $5.0m 0.22% Added +23.7k +23,667
76 Ameritas Advisory Services, LLC 0.20% of their portfolio Lincoln, NE 50,32450.3k $5.0m $5.0m 0.20% Added +5.1k +5,098
77 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 49,25049.2k $4.9m $4.9m 0.01% Added +25.9k +25,898
78 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 49,19149.2k $4.9m $4.9m 0.02% Added +25.7k +25,749
79 OLD MISSION CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 47,64947.6k $4.7m $4.7m 0.09% New
80 PROMETHIUM ADVISORS,LLC 3.02% of their portfolio BETHESDA, MD 47,45447.5k $4.7m $4.7m 3.02% Added +15.6k +15,628
81 Wealthcare Advisory Partners LLC 0.12% of their portfolio WEST CHESTER, PA 44,28944.3k $4.4m $4.4m 0.12% Added +1.1k +1,057
82 RETIREMENT CAPITAL STRATEGIES 1.72% of their portfolio SAN JOSE, CA 44,18044.2k $4.4m $4.4m 1.72% Reduced -116.1k -116,058
83 GAMMA Investing LLC 0.33% of their portfolio FOSTER CITY, CA 43,56543.6k $4.3m $4.3m 0.33% Added +6.7k +6,731
84 Onyx Bridge Wealth Group LLC 0.62% of their portfolio TARRYTOWN, NY 43,40743.4k $4.3m $4.3m 0.62% Added +3.0k +2,991
85 Concurrent Investment Advisors, LLC 0.11% of their portfolio Tampa, FL 43,34643.3k $4.3m $4.3m 0.11% Added +23.3k +23,335
86 Magnolia Private Wealth, LLC 3.64% of their portfolio PHILADELPHIA, PA 43,28143.3k $4.3m $4.3m 3.64% Added +2.8k +2,792
87 Stratos Wealth Partners, LTD. 0.07% of their portfolio BEACHWOOD, OH 43,12443.1k $4.3m $4.3m 0.07% Reduced -61.8k -61,782
88 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.75% of their portfolio Reston, VA 41,71041.7k $4.1m $4.1m 0.75% Added +12.3k +12,328
89 Transcendent Capital Group LLC 2.33% of their portfolio EDMOND, OK 41,59041.6k $4.1m $4.1m 2.33% Added +35.9k +35,870
90 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 40,99341.0k $4.1m $4.1m 0.01% Reduced -6.4k -6,405
91 Carrera Capital Advisors 0.90% of their portfolio TROY, MI 40,80640.8k $4.1m $4.1m 0.90% Reduced -23.3k -23,301
92 Capstone Wealth Management Group LLC 3.18% of their portfolio Bend, OR 39,99340.0k $4.0m $4.0m 3.18% Added +4.8k +4,797
93 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 39,75139.8k $4.0m $4.0m 0.02% Added +8.1k +8,125
94 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 39,11139.1k $3.9m $3.9m 0.01% New
95 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 38,76838.8k $3.9m $3.9m 0.04% Added +2.2k +2,215
96 Caitlin John, LLC 3.74% of their portfolio BRIGHTON, MI 38,30538.3k $3.8m $3.8m 3.74% Added +18.6k +18,642
97 Hibernia Wealth Partners, LLC 2.70% of their portfolio BATON ROUGE, LA 38,16938.2k $3.8m $3.8m 2.70% Added +18.7k +18,656
98 Pine Valley Investments Ltd Liability Co 0.24% of their portfolio MARLTON, NJ 37,29237.3k $3.7m $3.7m 0.24% Added +16.7k +16,702
99 Auour Investments LLC 1.30% of their portfolio WOBURN, MA 36,02336.0k $3.6m $3.6m 1.30% Reduced -1.5k -1,514
100 Advisor Resource Council 0.22% of their portfolio DALLAS, TX 35,80535.8k $2.7m $2.7m 0.22% New