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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Royal Bank Of Canada, Morgan Stanley, Cerity Partners Llc, Newedge Advisors, Llc, and Focus Partners Wealth.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Sell | -5,336 | -16.6% | 26,764 | $2.66M | Q1 2026 | Aug 26, 2026 |
| Tortuga Wealth Management, Inc | Buy | +2,744 | — | 2,744 | $272.76K | Q1 2026 | Jul 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -397 | -0.1% | 638,662 | $63.51M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +2,564 | +7.7% | 36,069 | $3.59M | Q1 2026 | May 19, 2026 |
| Newedge Advisors, Llc | Buy | +128,017 | +138.5% | 220,442 | $9.30M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Sell | -17,193 | -1.3% | 1,330,914 | $132.35M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Sell | -9,583 | -49.5% | 9,791 | $974.00K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +3,389 | — | 3,389 | $337.01K | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Sell | -681 | -5.8% | 11,095 | $1.10M | Q1 2026 | May 18, 2026 |
| Royal Bank Of Canada | Sell | -147,711 | -41.7% | 206,357 | $20.52M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +144,690 | +44.5% | 469,941 | $46.73M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +130,201 | +116.2% | 242,249 | $24.09M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -127,989 | -40.9% | 184,651 | $18.36M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +111,975 | +397.2% | 140,166 | $13.94M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +76,642 | +185.4% | 117,974 | $11.73M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Sell | -67,827 | -20.9% | 256,004 | $25.46M | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +62,331 | +1889.4% | 65,630 | $6.53M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +53,656 | — | 53,656 | $5.34M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +53,633 | +33.6% | 213,098 | $21.19M | Q1 2026 | May 15, 2026 |
| Tidal Investments Llc | Buy | +45,442 | +96.4% | 92,558 | $9.20M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +34,338 | — | 34,338 | $3.41M | Q1 2026 | May 15, 2026 |
| Alphacore Capital Llc | Buy | +29,438 | +15.6% | 218,075 | $21.69M | Q1 2026 | May 15, 2026 |
| Shelton Capital Management | Buy | +21,596 | — | 21,596 | $2.15M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +18,734 | +13.4% | 158,499 | $15.73M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +15,468 | — | 15,468 | $1.54M | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +14,799 | — | 14,799 | $1.47M | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, Llc | Buy | +13,840 | +154.7% | 22,787 | $2.27M | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, Llc | Buy | +9,991 | +55.5% | 27,997 | $2.78M | Q1 2026 | May 15, 2026 |
| Retirement Capital Strategies | Buy | +7,661 | +12.1% | 70,766 | $7.04M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +6,297 | +56.3% | 17,485 | $1.74M | Q1 2026 | May 15, 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.