SPDR BLOOMBERG 3-12 MONTH T- (BILS) Institutional Ownership Changes & 13F Activity
SPDR BLOOMBERG 3-12 MONTH T- (BILS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Proficio Capital Partners Llc, Raymond James Financial Inc, Mercer Global Advisors Inc, and Castlekeep Investment Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +8,458 | +4.0% | 221,556 | $22.02M | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Buy | +79,649 | +67.5% | 197,623 | $19.64M | Q2 2026 | Aug 19, 2026 |
| Proficio Capital Partners Llc | Buy | +240,947 | +83.4% | 529,889 | $52.66M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -39,258 | -24.8% | 119,241 | $11.85M | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -21,362 | -54.3% | 18,000 | $1.79M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -751 | -7.7% | 9,040 | $898.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,107,907 | — | 1,107,907 | $110.11M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -85,811 | -19.2% | 360,487 | $35.83M | Q2 2026 | Aug 14, 2026 |
| Castlekeep Investment Advisors Llc | Sell | -65,907 | -53.1% | 58,289 | $5.79M | Q2 2026 | Aug 14, 2026 |
| Retirement Capital Strategies | Sell | -57,372 | -81.1% | 13,394 | $1.33M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -57,262 | -90.6% | 5,950 | $591.28K | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | Sell | -41,789 | -15.7% | 223,630 | $22.22M | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Sell | -38,099 | -47.1% | 42,827 | $4.25M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -35,428 | -5.5% | 603,234 | $59.95M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -33,217 | -2.5% | 1,297,697 | $128.97M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +33,189 | +16.1% | 239,546 | $23.81M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +32,815 | +40.5% | 113,920 | $11.32M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -29,584 | -12.2% | 212,665 | $21.13M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +26,702 | — | 26,702 | $2.65M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +18,810 | +3.1% | 623,564 | $61.97M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -18,519 | -7.2% | 237,485 | $23.60M | Q2 2026 | Aug 14, 2026 |
| Peak Asset Management, Llc | Buy | +14,202 | +6.8% | 224,499 | $22.31M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -11,968 | -42.7% | 16,029 | $1.59M | Q2 2026 | Aug 14, 2026 |
| O'Rourke & Company, Inc | Sell | -10,665 | -12.1% | 77,724 | $7.72M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +10,063 | — | 10,063 | $1.00M | Q2 2026 | Aug 14, 2026 |
| Quadrant Capital Group Llc | Sell | -7,189 | -9.9% | 65,709 | $6.53M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +6,064 | — | 6,064 | $602.64K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +5,732 | +32.8% | 23,217 | $2.44M | Q2 2026 | Aug 14, 2026 |
| Flatrock Wealth Partners Llc | Buy | +5,585 | +121.0% | 10,201 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +4,550 | +29.4% | 20,018 | $1.99M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about BILS activity
Which institutional owners are buying BILS?
Institutional owners buying BILS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BILS activity?
"Buy" means an investor increased their reported position in BILS compared to the prior reporting period. This reflects growing exposure to SPDR BLOOMBERG 3-12 MONTH T- (BILS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BILS increasing?
Institutional interest in BILS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.