SPDR BLOOMBERG 3-12 MONTH T- (BILS) Institutional Shareholders
SPDR BLOOMBERG 3-12 MONTH T- (BILS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.47B in BILS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BILS tracked by InsiderSet, reporting ownership valued at approximately $360.99M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $360.77M, representing an estimated loss of -0.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed BILS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cwm, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in SPDR BLOOMBERG 3-12 MONTH T- (BILS).
This page ranks the largest institutional BILS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
276
Total Reported Value
$2.47B
Largest Holder
Lpl Financial Llc
Largest Position
$360.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.08% | 3,632,375 | $360,985,381 | $360,767,485 | -$217,896 | -0.06% | |
| Cwm, Llc | 0.53% | 2,019,477 | $200,816,793 | $200,574,456 | -$242,337 | -0.12% | |
| Bank Of America Corp | 0.01% | 1,297,697 | $128,965,157 | $128,887,266 | -$77,891 | -0.06% | |
| Miller Investment Management, Lp | 11.12% | 1,225,012 | $121,741,693 | $121,668,192 | -$73,501 | -0.06% | |
| Ameriprise Financial Inc | 0.02% | 1,107,907 | $110,111,675 | $110,037,323 | -$74,352 | -0.07% | |
| Sargent Investment Group, Llc | 7.76% | 648,966 | $64,494,242 | $64,455,303 | -$38,939 | -0.06% | |
| Osaic Holdings, Inc. | 0.07% | 623,564 | $61,973,352 | $61,932,376 | -$40,976 | -0.07% | |
| Wells Fargo & Company/Mn | 0.01% | 603,234 | $59,949,346 | $59,913,201 | -$36,145 | -0.06% | |
| Proficio Capital Partners Llc | 1.89% | 529,889 | $52,660,381 | $52,628,575 | -$31,806 | -0.06% | |
| Morgan Stanley | 0.00% | 443,633 | $44,088,294 | $44,061,630 | -$26,664 | -0.06% | |
| Envestnet Asset Management Inc | 0.01% | 430,339 | $42,767,095 | $42,741,269 | -$25,826 | -0.06% | |
| Integrated Wealth Concepts Llc | 0.20% | 405,452 | $40,294,164 | $40,269,493 | -$24,671 | -0.06% | |
| Ubs Group Ag | 0.01% | 363,144 | $36,089,251 | $36,067,462 | -$21,789 | -0.06% | |
| Bell Bank | 1.37% | 362,045 | $35,980,032 | $35,958,309 | -$21,723 | -0.06% | |
| Raymond James Financial Inc | 0.01% | 360,487 | $35,825,295 | $35,803,569 | -$21,726 | -0.06% | |
| Marshall Financial Group, Llc | 5.13% | 353,625 | $35,143,211 | $35,122,035 | -$21,176 | -0.06% | |
| Commonwealth Equity Services, Llc | 0.04% | 345,930 | $34,378,550 | $34,357,768 | -$20,782 | -0.06% | |
| Truist Financial Corp | 0.04% | 336,542 | $33,445,528 | $33,425,351 | -$20,177 | -0.06% | |
| One Day In July Llc | 2.28% | 329,361 | $32,731,862 | $32,712,135 | -$19,727 | -0.06% | |
| Cetera Investment Advisers | 0.03% | 277,582 | $27,585,995 | $27,569,444 | -$16,551 | -0.06% | |
| Ashton Thomas Private Wealth, Llc | 0.54% | 262,178 | $26,055,287 | $26,039,519 | -$15,768 | -0.06% | |
| Pecaut & Co. | 7.86% | 259,692 | $25,808,165 | $25,792,609 | -$15,556 | -0.06% | |
| Asset One Wealth Management Llc | 2.66% | 253,471 | $25,162,106 | $25,174,740 | +$12,634 | +0.05% | |
| Mml Investors Services, Llc | 0.05% | 244,530 | $24,301,440 | $24,286,720 | -$14,720 | -0.06% | |
| Royal Bank Of Canada | 0.00% | 239,546 | $23,807,000 | $23,791,709 | -$15,291 | -0.06% | |
| Aqr Capital Management Llc | 0.01% | 237,485 | $23,601,246 | $23,587,010 | -$14,236 | -0.06% | |
| Peak Asset Management, Llc | 3.28% | 224,499 | $22,310,711 | $22,297,241 | -$13,470 | -0.06% | |
| Kera Capital Partners, Inc. | 2.14% | 223,630 | $22,224,351 | $22,210,932 | -$13,419 | -0.06% | |
| Alphacore Capital Llc | 0.39% | 214,341 | $21,301,163 | $21,288,348 | -$12,815 | -0.06% | |
| Cerity Partners Llc | 0.03% | 212,665 | $21,134,730 | $21,121,888 | -$12,842 | -0.06% | |
| Horizon Family Wealth, Inc. | 9.54% | 210,314 | $20,900,988 | $20,888,386 | -$12,602 | -0.06% | |
| Highpoint Advisor Group Llc | 0.68% | 193,985 | $19,278,229 | $19,266,590 | -$11,639 | -0.06% | |
| Newedge Advisors, Llc | 0.05% | 185,409 | $18,425,980 | $18,414,822 | -$11,158 | -0.06% | |
| Cwa Asset Management Group, Llc | 0.56% | 184,858 | $18,371,145 | $18,360,097 | -$11,048 | -0.06% | |
| Rockefeller Capital Management L.P. | 0.03% | 181,292 | $18,016,813 | $18,005,921 | -$10,892 | -0.06% | |
| Birchcreek Wealth Management, Llc | 6.32% | 163,150 | $16,213,825 | $16,204,058 | -$9,767 | -0.06% | |
| Pacific Sage Partners, Llc | 2.24% | 158,075 | $15,709,494 | $15,700,009 | -$9,485 | -0.06% | |
| Mokan Wealth Management Inc. | 5.53% | 145,546 | $14,464,141 | $14,455,629 | -$8,512 | -0.06% | |
| Treasure Coast Financial Planning | 6.94% | 143,209 | $14,232,150 | $14,223,518 | -$8,632 | -0.06% | |
| Focus Partners Wealth | 0.01% | 139,796 | $13,892,893 | $13,884,539 | -$8,354 | -0.06% | |
| Dbk Financial Counsel, Llc | 11.02% | 132,170 | $13,135,081 | $13,127,124 | -$7,957 | -0.06% | |
| Promethium Advisors,Llc | 6.29% | 131,967 | $13,114,880 | $13,106,962 | -$7,918 | -0.06% | |
| Delos Wealth Advisors, Llc | 6.49% | 127,056 | $12,626,826 | $12,619,202 | -$7,624 | -0.06% | |
| Equitable Holdings, Inc. | 0.07% | 119,241 | $11,850,182 | $11,843,016 | -$7,166 | -0.06% | |
| Ameritas Advisory Services, Llc | 0.23% | 113,920 | $11,321,377 | $11,314,534 | -$6,843 | -0.06% | |
| Partners Capital Investment Group, Llp | 0.40% | 113,143 | $11,244,155 | $11,237,363 | -$6,792 | -0.06% | |
| Lasalle St. Investment Advisors, Llc | 1.37% | 112,959 | $11,225,895 | $11,219,088 | -$6,807 | -0.06% | |
| Fortis Group Advisors, Llc | 1.74% | 109,475 | $10,879,579 | $10,873,057 | -$6,522 | -0.06% | |
| Mercer Global Advisors Inc | 0.01% | 103,570 | $10,292,809 | $10,286,572 | -$6,237 | -0.06% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 102,348 | $10,171,362 | $10,165,203 | -$6,159 | -0.06% |
Frequently asked questions about BILS
Who owns the most BILS stock?
The largest holders of BILS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR BLOOMBERG 3-12 MONTH T- (BILS).
Is BILS widely held by superinvestors?
Many widely followed stocks like BILS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BILS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.