# SPDR SERIES TRUST (BIL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BIL/

- Reporting holders: 64
- Reported value: $366.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $48.4M | 528,269 | 1.4% | 17 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $37.6M | 410,501 | 0.5% | 30 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $27.4M | 299,435 | 2.1% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $26.4M | 287,740 | 0.2% | 16 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $19.8M | 216,366 | 2.8% | 3 |
| [Ebert Capital Management Inc.](https://holderbook.com/funds/2102530-ebert-capital-management-inc/) | $19.6M | 214,227 | 17.1% | 4 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $18.3M | 199,952 | 2.0% | 29 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $17.6M | 192,571 | 0.2% | 3 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $16.3M | 178,298 | 3.2% | 15 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $14.8M | 161,486 | 5.1% | 14 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $13.0M | 142,072 | 4.0% | 16 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $9.3M | 101,657 | 1.5% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $8.6M | 94,325 | 0.6% | 19 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $6.2M | 67,906 | 4.3% | 4 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $5.8M | 62,798 | 3.1% | 8 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $5.0M | 54,504 | 0.3% | 15 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $5.0M | 54,134 | 0.5% | 14 |
| [Beacon Wealthcare LLC](https://holderbook.com/funds/1849336-beacon-wealthcare-llc/) | $4.9M | 53,110 | 1.5% | 14 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $4.1M | 44,791 | 1.2% | 19 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $3.9M | 42,600 | 0.4% | 4 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $3.7M | 40,792 | 2.7% | 4 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $3.4M | 37,555 | 2.6% | 9 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $3.3M | 36,459 | 2.4% | 3 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $3.3M | 35,773 | 2.2% | 4 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $3.2M | 35,166 | 0.8% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 64 | $366.2M |
| Q2 2026 | 1,301 | $26.1B |
| Q1 2026 | 1,318 | $30.3B |
| Q4 2025 | 1,245 | $22.3B |
| Q3 2025 | 1,175 | $21.8B |
| Q2 2025 | 1,181 | $23.3B |
| Q1 2025 | 1,172 | $22.2B |
| Q4 2024 | 1,130 | $19.7B |
| Q3 2024 | 1,046 | $18.8B |
| Q2 2024 | 1,031 | $20.8B |
| Q1 2024 | 967 | $21.0B |
| Q4 2023 | 985 | $22.7B |