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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+8,458+4.0%221,556$22.02MQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+79,649+67.5%197,623$19.64MQ2 2026Aug 19, 2026
Proficio Capital Partners LlcBuy+240,947+83.4%529,889$52.66MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-39,258-24.8%119,241$11.85MQ2 2026Aug 17, 2026
Caitlin John, LlcSell-21,362-54.3%18,000$1.79MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-751-7.7%9,040$898.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,107,9071,107,907$110.11MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-85,811-19.2%360,487$35.83MQ2 2026Aug 14, 2026
Castlekeep Investment Advisors LlcSell-65,907-53.1%58,289$5.79MQ2 2026Aug 14, 2026
Retirement Capital StrategiesSell-57,372-81.1%13,394$1.33MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-57,262-90.6%5,950$591.28KQ2 2026Aug 14, 2026
Kera Capital Partners, Inc.Sell-41,789-15.7%223,630$22.22MQ2 2026Aug 14, 2026
Entrewealth, LlcSell-38,099-47.1%42,827$4.25MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-35,428-5.5%603,234$59.95MQ2 2026Aug 14, 2026
Bank Of America CorpSell-33,217-2.5%1,297,697$128.97MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+33,189+16.1%239,546$23.81MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+32,815+40.5%113,920$11.32MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-29,584-12.2%212,665$21.13MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+26,70226,702$2.65MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+18,810+3.1%623,564$61.97MQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-18,519-7.2%237,485$23.60MQ2 2026Aug 14, 2026
Peak Asset Management, LlcBuy+14,202+6.8%224,499$22.31MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-11,968-42.7%16,029$1.59MQ2 2026Aug 14, 2026
O'Rourke & Company, IncSell-10,665-12.1%77,724$7.72MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+10,06310,063$1.00MQ2 2026Aug 14, 2026
Quadrant Capital Group LlcSell-7,189-9.9%65,709$6.53MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+6,0646,064$602.64KQ2 2026Aug 14, 2026
&PartnersBuy+5,732+32.8%23,217$2.44MQ2 2026Aug 14, 2026
Flatrock Wealth Partners LlcBuy+5,585+121.0%10,201$1.01MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+4,550+29.4%20,018$1.99MQ2 2026Aug 14, 2026
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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.