Vault-13

SPDR SER TR BILS

BLOOMBERG 3-12 M · ETP · CUSIP 78468R523

281 institutional holders +4 vs Q1 2026
23,730,97523.7m shares reported held*
$2.4bnreported value*
25 new 95 added 134 reduced 17 sold out net sold ≈ $132.7m (-1.3m 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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $99.38.

Trends to Q2 2026

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: 278Q2 25: 289Q3 25: 266Q4 25: 271Q1 26: 277Q2 26: 281281Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202220
Q4 202263
Q1 2023128
Q2 2023181
Q3 2023202
Q4 2023232
Q1 2024243
Q2 2024245
Q3 2024239
Q4 2024264
Q1 2025278
Q2 2025289
Q3 2025266
Q4 2025271
Q1 2026277
Q2 2026281

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 129 bought or addedQ3 24: 118 cut or sold outQ4 24: 128 bought or addedQ4 24: 116 cut or sold outQ4 24Q1 25: 168 bought or addedQ1 25: 106 cut or sold outQ2 25: 153 bought or addedQ2 25: 133 cut or sold outQ2 25Q3 25: 119 bought or addedQ3 25: 159 cut or sold outQ4 25: 134 bought or addedQ4 25: 128 cut or sold outQ4 25Q1 26: 147 bought or addedQ1 26: 134 cut or sold outQ2 26: 120 bought or addedQ2 26: 151 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024129118
Q4 2024128116
Q1 2025168106
Q2 2025153133
Q3 2025119159
Q4 2025134128
Q1 2026147134
Q2 2026120151

Biggest buyers

Proficio Capital Partners LLC Added +240,947+240.9k
Integrated Wealth Concepts LLC Added +192,354+192.4k
Cambridge Investment Research Advisors, Inc. Added +139,492+139.5k
Sargent Investment Group, LLC Added +98,573+98.6k
MERCER GLOBAL ADVISORS INC /ADV Added +79,649+79.6k
TRUIST FINANCIAL CORP Added +51,965+52.0k
Rockefeller Capital Management L.P. Added +50,798+50.8k
Fortis Group Advisors, LLC Added +46,320+46.3k
Horizon Family Wealth, Inc. Added +35,785+35.8k
ROYAL BANK OF CANADA Added +33,189+33.2k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -313,087-313.1k
Bell Bank Reduced -236,287-236.3k
GOLDMAN SACHS GROUP INC Sold out -140,166-140.2k
NewEdge Advisors, LLC Reduced -126,349-126.3k
HighTower Advisors, LLC Reduced -111,915-111.9k
Ashton Thomas Private Wealth, LLC Reduced -103,158-103.2k
Independent Advisor Alliance Sold out -96,792-96.8k
WealthTrust Asset Management, LLC Reduced -87,096-87.1k
RAYMOND JAMES FINANCIAL INC Reduced -85,811-85.8k
CASTLEKEEP INVESTMENT ADVISORS LLC Reduced -65,907-65.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 3,632,3753.6m $361.0m $361.0m 0.08% Reduced -51.2k -51,228
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,297,6971.3m $129.0m $129.0m 0.01% Reduced -33.2k -33,217
3 Miller Investment Management, LP 11.12% of their portfolio WEST CONSHOHOCKEN, PA 1,225,0121.2m $121.7m $121.7m 11.12% Reduced -35.5k -35,523
4 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,107,9071.1m $110.1m $110.1m 0.02% Reduced -313.1k -313,087
5 Sargent Investment Group, LLC 7.76% of their portfolio BETHESDA, MD 648,966649.0k $64.5m $64.5m 7.76% Added +98.6k +98,573
6 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 623,564623.6k $62.0m $62.0m 0.07% Added +18.8k +18,810
7 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 603,234603.2k $59.9m $59.9m 0.01% Reduced -35.4k -35,428
8 Proficio Capital Partners LLC 1.89% of their portfolio NEWTON, MA 529,889529.9k $52.7m $52.7m 1.89% Added +240.9k +240,947
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 443,633443.6k $44.1m $44.1m 0.00% Reduced -26.3k -26,308
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 430,339430.3k $42.8m $42.8m 0.01% Added +9.7k +9,737
11 Integrated Wealth Concepts LLC 0.20% of their portfolio WALTHAM, MA 405,452405.5k $40.3m $40.3m 0.20% Added +192.4k +192,354
12 UBS Group AG 0.01% of their portfolio ZURICH, V8 363,144363.1k $36.1m $36.1m 0.01% Reduced -34.3k -34,300
13 Bell Bank 1.37% of their portfolio FARGO, ND 362,045362.0k $36.0m $36.0m 1.37% Reduced -236.3k -236,287
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 360,487360.5k $35.8m $35.8m 0.01% Reduced -85.8k -85,811
15 Marshall Financial Group, LLC 5.13% of their portfolio Hunt Valley, MD 353,625353.6k $35.1m $35.1m 5.13% Reduced -7.1k -7,145
16 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 345,930345.9k $34.4m $34.4m 0.04% Reduced -7.9k -7,887
17 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 336,542336.5k $33.4m $33.4m 0.04% Added +52.0k +51,965
18 One Day In July LLC 2.28% of their portfolio BURLINGTON, VT 329,361329.4k $32.7m $32.7m 2.28% Added +1.2k +1,151
19 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 277,582277.6k $27.6m $27.6m 0.03% Added +9.5k +9,513
20 Ashton Thomas Private Wealth, LLC 0.54% of their portfolio SCOTTSDALE, AZ 262,178262.2k $26.1m $26.1m 0.54% Reduced -103.2k -103,158
21 PECAUT & CO. 7.86% of their portfolio SIOUX CITY, IA 259,692259.7k $25.8m $25.8m 7.86% Added +3.6k +3,631
22 Asset One Wealth Management LLC 2.66% of their portfolio BELLEVUE, WA 253,471253.5k $25.2m $25.2m 2.66% Added +15.9k +15,918
23 SoundView Advisors Inc. 7.96% of their portfolio OLYMPIA, WA 245,844245.8k $24.4m $24.4m 7.96% Reduced -11.4k -11,439
24 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 244,530244.5k $24.3m $24.3m 0.05% Reduced -14.5k -14,461
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 239,546239.5k $23.8m $23.8m 0.00% Added +33.2k +33,189
26 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 237,485237.5k $23.6m $23.6m 0.01% Reduced -18.5k -18,519
27 Peak Asset Management, LLC 3.28% of their portfolio LOUISVILLE, CO 224,499224.5k $22.3m $22.3m 3.28% Added +14.2k +14,202
28 Kera Capital Partners, Inc. 2.14% of their portfolio SACRAMENTO, CA 223,630223.6k $22.2m $22.2m 2.14% Reduced -41.8k -41,789
29 AlphaCore Capital LLC 0.39% of their portfolio LA JOLLA, CA 214,341214.3k $21.3m $21.3m 0.39% Reduced -3.7k -3,734
30 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 212,808212.8k $21.1m $21.1m 0.02% Added +139.5k +139,492
31 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 212,665212.7k $21.1m $21.1m 0.03% Reduced -29.6k -29,584
32 Horizon Family Wealth, Inc. 9.54% of their portfolio CHICAGO, IL 210,314210.3k $20.9m $20.9m 9.54% Added +35.8k +35,785
33 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 197,623197.6k $19.6m $19.6m 0.02% Added +79.6k +79,649
34 HighPoint Advisor Group LLC 0.68% of their portfolio DOWNERS GROVE, IL 193,985194.0k $19.3m $19.3m 0.68% Added +20.7k +20,677
35 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 185,409185.4k $18.4m $18.4m 0.05% Reduced -126.3k -126,349
36 CWA Asset Management Group, LLC 0.56% of their portfolio NAPLES, FL 184,858184.9k $18.4m $18.4m 0.56% Reduced -5.3k -5,298
37 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 181,292181.3k $18.0m $18.0m 0.03% Added +50.8k +50,798
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 168,695168.7k $16.8m $16.8m 0.01% Reduced -12.2k -12,205
39 Birchcreek Wealth Management, LLC 6.32% of their portfolio MIAMI TOWNSHIP, OH 163,150163.2k $16.2m $16.2m 6.32% Added +3.6k +3,584
40 Pacific Sage Partners, LLC 2.24% of their portfolio EDMONDS, WA 158,075158.1k $15.7m $15.7m 2.24% Added +4.3k +4,317
41 MOKAN Wealth Management Inc. 5.53% of their portfolio OVERLAND PARK, KS 145,546145.5k $14.5m $14.5m 5.53% Added +10.2k +10,190
42 Treasure Coast Financial Planning 6.94% of their portfolio VERO BEACH, FL 143,209143.2k $14.2m $14.2m 6.94% Added +1.9k +1,912
43 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 139,796139.8k $13.9m $13.9m 0.01% Reduced -44.9k -44,855
44 DBK Financial Counsel, LLC 11.02% of their portfolio CUYAHOGA FALLS, OH 132,170132.2k $13.1m $13.1m 11.02% Reduced -40.0k -40,050
45 PROMETHIUM ADVISORS,LLC 6.29% of their portfolio BETHESDA, MD 131,967132.0k $13.1m $13.1m 6.29% Reduced -9.5k -9,539
46 Delos Wealth Advisors, LLC 6.49% of their portfolio DALLAS, TX 127,056127.1k $12.6m $12.6m 6.49% Added +781 +781
47 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 119,241119.2k $11.9m $11.9m 0.07% Reduced -39.3k -39,258
48 Ameritas Advisory Services, LLC 0.23% of their portfolio Lincoln, NE 113,920113.9k $11.3m $11.3m 0.23% Added +32.8k +32,815
49 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.40% of their portfolio BOSTON, MA 113,143113.1k $11.2m $11.2m 0.40% Reduced -6.1k -6,053
50 LaSalle St. Investment Advisors, LLC 1.37% of their portfolio ELMHURST, IL 112,959113.0k $11.2m $11.2m 1.37% Reduced -507 -507
51 Fortis Group Advisors, LLC 1.74% of their portfolio WESTWOOD, NJ 109,475109.5k $10.9m $10.9m 1.74% Added +46.3k +46,320
52 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 102,348102.3k $10.2m $10.2m 0.05% Reduced -44.5k -44,453
53 Anson Capital, Inc. 6.54% of their portfolio TYRONE, GA 101,141101.1k $10.1m $10.1m 6.54% Reduced -4.7k -4,658
54 NDWM LLC 5.73% of their portfolio LA JOLLA, CA 98,19798.2k $9.8m $9.8m 5.73% Reduced -13.9k -13,899
55 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 94,19194.2k $9.4m $9.4m 0.01% Added +4.9k +4,918
56 Valmark Advisers, Inc. 0.09% of their portfolio AKRON, OH 86,27786.3k $8.6m $8.6m 0.09% Added +3.9k +3,944
57 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 84,20984.2k $8.4m $8.4m 0.01% Reduced -111.9k -111,915
58 O'ROURKE & COMPANY, Inc 2.70% of their portfolio BOSTON, MA 77,72477.7k $7.7m $7.7m 2.70% Reduced -10.7k -10,665
59 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 75,76175.8k $7.5m $7.5m 0.01% Added +10.1k +10,131
60 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 71,45171.5k $7.1m $7.1m 0.06% Reduced -5.3k -5,278
61 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 67,81767.8k $6.7m $6.7m 0.03% Added +7.0k +6,958
62 Carr Financial Group Corp 1.51% of their portfolio WORCESTER, MA 66,14066.1k $6.6m $6.6m 1.51% Added +15.0k +14,995
63 QUADRANT CAPITAL GROUP LLC 0.18% of their portfolio CINCINNATI, OH 65,70965.7k $6.5m $6.5m 0.18% Reduced -7.2k -7,189
64 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 65,17965.2k $6.5m $6.5m 0.06% Added +2.6k +2,609
65 Procyon Advisors, LLC 0.28% of their portfolio SHELTON, CT 64,80164.8k $6.4m $6.4m 0.28% Reduced -9.2k -9,153
66 CALTON & ASSOCIATES, INC. 0.93% of their portfolio Tampa, FL 64,10664.1k $6.4m $6.4m 0.93% Reduced -18.8k -18,836
67 Samara Investment Management, LLC 5.65% of their portfolio BEAVERTON, OR 61,80361.8k $6.1m $6.1m 5.65% Reduced -558 -558
68 Total Clarity Wealth Management, Inc. 1.13% of their portfolio ST. CHARLES, IL 58,37458.4k $5.8m $5.8m 1.13% Reduced -38.4k -38,369
69 CASTLEKEEP INVESTMENT ADVISORS LLC 2.90% of their portfolio WESTPORT, CT 58,28958.3k $5.8m $5.8m 2.90% Reduced -65.9k -65,907
70 Csenge Advisory Group 0.23% of their portfolio CLEARWATER, FL 57,44557.4k $5.7m $5.7m 0.23% Added +3.3k +3,288
71 Choate Investment Advisors 0.10% of their portfolio BOSTON, MA 55,23255.2k $5.5m $5.5m 0.10% Reduced -11.8k -11,789
72 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 53,61153.6k $5.3m $5.3m 0.01% Reduced -2.3k -2,323
73 INDEPENDENT FINANCIAL GROUP, LLC 0.10% of their portfolio SAN DIEGO, CA 53,41853.4k $5.3m $5.3m 0.10% Added +1.7k +1,673
74 Altiora Financial Group, LLC 0.82% of their portfolio LEBANON, OH 52,46352.5k $5.2m $5.2m 0.82% Reduced -4.3k -4,267
75 Tower Research Capital LLC (TRC) 0.13% of their portfolio NEW YORK, NY 52,26952.3k $5.2m $5.2m 0.13% Reduced -1.4k -1,387
76 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 52,21852.2k $5.2m $5.2m 0.02% Added +19.1k +19,118
77 Capstone Wealth Management Group, Inc. 2.87% of their portfolio BEND, OR 47,84647.8k $4.8m $4.8m 2.87% First filing
78 NEW WAVE WEALTH ADVISORS LLC 0.65% of their portfolio SPRINGDALE, AR 47,58647.6k $4.7m $4.7m 0.65% Reduced -18.0k -18,004
79 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 47,22247.2k $4.7m $4.7m 0.05% Reduced -4.0k -4,001
80 Waldron Private Wealth LLC 0.16% of their portfolio BRIDGEVILLE, PA 46,58146.6k $4.6m $4.6m 0.16% Reduced -677 -677
81 Wealthcare Advisory Partners LLC 0.08% of their portfolio WEST CHESTER, PA 45,05445.1k $4.5m $4.5m 0.08% Added +377 +377
82 HM PAYSON & CO 0.06% of their portfolio PORTLAND, ME 43,28243.3k $4.3m $4.3m 0.06% Reduced -850 -850
83 Hibernia Wealth Partners, LLC 2.31% of their portfolio BATON ROUGE, LA 42,90642.9k $4.3m $4.3m 2.31% Reduced -41.6k -41,586
84 ENTREWEALTH, LLC 1.57% of their portfolio AUSTIN, TX 42,82742.8k $4.2m $4.2m 1.57% Reduced -38.1k -38,099
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 41,13441.1k $4.1m $4.1m 0.00% Reduced -56.2k -56,179
86 Pine Valley Investments Ltd Liability Co 0.17% of their portfolio MARLTON, NJ 40,77040.8k $4.1m $4.1m 0.17% Reduced -3.6k -3,638
87 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 40,40240.4k $4.0m $4.0m 0.04% Reduced -1.2k -1,213
88 Carrera Capital Advisors 0.57% of their portfolio TROY, MI 38,84938.8k $3.9m $3.9m 0.57% Reduced -3.2k -3,181
89 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 38,67038.7k $3.8m $3.8m 0.04% Reduced -8.9k -8,871
90 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 37,18337.2k $3.7m $3.7m 0.01% Reduced -55.4k -55,375
91 OakTrust Wealth Advisors, LLC 3.04% of their portfolio WILTON, CT 35,49935.5k $3.5m $3.5m 3.04% Reduced -757 -757
92 Prosperity Consulting Group, LLC 0.13% of their portfolio OWINGS MILLS, MD 34,75934.8k $3.5m $3.5m 0.13% Reduced -10.0k -9,951
93 Essex Financial Services, Inc. 0.17% of their portfolio ESSEX, CT 33,79533.8k $3.4m $3.4m 0.17% Added +162 +162
94 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 33,73533.7k $3.4m $3.4m 0.04% Reduced -6.2k -6,231
95 Stratos Wealth Advisors, LLC 0.18% of their portfolio BEACHWOOD, OH 33,27133.3k $3.3m $3.3m 0.18% Reduced -376 -376
96 Western Wealth Management, LLC 0.11% of their portfolio GOLDEN, CO 32,74132.7k $3.3m $3.3m 0.11% Reduced -3.3k -3,328
97 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 32,73032.7k $3.3m $3.3m 0.01% Reduced -8.9k -8,894
98 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 32,00832.0k $3.2m $3.2m 0.01% Added +61 +61
99 Portland Global Advisors LLC 0.30% of their portfolio PORTLAND, ME 31,42931.4k $3.1m $3.1m 0.30% Reduced -8.7k -8,718
100 Advisor Resource Council 1.00% of their portfolio DALLAS, TX 30,37530.4k $3.0m $3.0m 1.00% Reduced -9.2k -9,221