SPDR SERIES TRUST (BIL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,256
Reporting holders
$24.8B
Reported value
0.0%
Held as options
-23
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $2.7B | 29,155,721 | 0.14% | 35q | -4.3%-$119.4M |
| BANK OF AMERICA CORP /DE/ | $1.5B | 16,503,919 | 0.10% | 31q | -12.6%-$217.1M |
| LPL Financial LLC | $1.4B | 15,528,204 | 0.32% | 31q | -7.4%-$114.4M |
| UBS Group AG | $831.3M | 9,070,949 | 0.11% | 31q | +9.3%+$70.5M |
| WELLS FARGO & COMPANY/MN | $769.8M | 8,400,726 | 0.12% | 31q | -48.7%-$732.2M |
| ROYAL BANK OF CANADA | $722.1M | 7,879,830 | 0.11% | 31q | -2.3%-$16.9M |
| AQR CAPITAL MANAGEMENT LLC | $508.7M | 5,550,817 | 0.18% | 8q | +11.1%+$51.0M |
| STIFEL FINANCIAL CORP | $492.3M | 5,372,088 | 0.41% | 31q | +12.0%+$52.6M |
| Capital Wealth Planning, LLC | $456.0M | 4,976,098 | 2.28% | 15q | +25.0%+$91.1M |
| 3EDGE Asset Management, LP | $431.2M | 4,705,270 | 19.23% | 11q | -39.6%-$282.7M |
| ENVESTNET ASSET MANAGEMENT INC | $429.9M | 4,690,811 | 0.10% | 31q | -35.7%-$238.8M |
| ASSETMARK, INC | $421.6M | 4,600,259 | 0.72% | 31q | -19.4%-$101.5M |
| RAYMOND JAMES FINANCIAL INC | $419.8M | 4,581,240 | 0.11% | 7q | -14.8%-$73.2M |
| IEQ CAPITAL, LLC | $390.0M | 4,256,087 | 1.80% | 17q | -10.9%-$47.8M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $334.3M | 3,645,961 | 2.08% | 27q | +2.3%+$7.5M |
| Capital International Investors | $309.7M | 3,379,631 | 0.06% | 11q | +16.1%+$42.9M |
| WESTWOOD HOLDINGS GROUP INC | $302.4M | 3,300,147 | 2.28% | 15q | -5.9%-$19.0M |
| CAPTRUST FINANCIAL ADVISORS | $299.1M | 3,263,555 | 0.46% | 31q | -16.0%-$57.1M |
| Cetera Investment Advisers | $261.8M | 2,856,988 | 0.24% | 23q | -34.3%-$136.7M |
| OSAIC HOLDINGS, INC. | $224.5M | 2,449,046 | 0.26% | 26q | +2.1%+$4.7M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $201.0M | 2,193,155 | 2.09% | 31q | -4.4%-$9.2M |
| Composition Wealth, LLC | $198.7M | 2,168,459 | 2.33% | 18q | +8.6%+$15.8M |
| Ashton Thomas Private Wealth, LLC | $197.1M | 2,150,273 | 4.11% | 18q | +12.1%+$21.3M |
| AGF MANAGEMENT LTD | $181.7M | 1,982,472 | 0.70% | 8q | -2.9%-$5.5M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $176.4M | 1,924,690 | 1.30% | 21q | +10.2%+$16.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $164.4M | 1,793,691 | 0.10% | 30q | +111.8%+$86.8M |
| Permanens Capital L.P. | $162.9M | 1,777,681 | 16.75% | 8q | +80.0%+$72.4M |
| Impact Partnership Wealth, LLC | $154.7M | 1,688,043 | 15.04% | 13q | +803.3%+$137.6M |
| Equitable Holdings, Inc. | $152.9M | 1,668,884 | 0.91% | 19q | +15.2%+$20.1M |
| Rockefeller Capital Management L.P. | $143.6M | 1,567,069 | 0.22% | 29q | +4.0%+$5.5M |
| MBL Wealth, LLC | $139.1M | 1,518,042 | 9.49% | 21q | +15.1%+$18.3M |
| Creative Planning | $127.3M | 1,389,067 | 0.07% | 31q | -1.5%-$2.0M |
| Merit Financial Group, LLC | $124.1M | 1,354,212 | 0.38% | 15q | +161.7%+$76.7M |
| AMERIPRISE FINANCIAL INC | $120.0M | 1,306,951 | 0.02% | 31q | -77.8%-$419.4M |
| TRUIST FINANCIAL CORP | $109.4M | 1,193,558 | 0.13% | 27q | +4.8%+$5.0M |
| Dakota Wealth Management | $104.2M | 1,137,302 | 1.99% | 17q | -12.3%-$14.6M |
| SPROTT INC. | $100.9M | 1,100,998 | 3.20% | 29q | +25.4%+$20.4M |
| Sandhill Capital Partners LLC | $100.2M | 1,093,403 | 8.15% | 13q | -13.0%-$14.9M |
| First Eagle Investment Management, LLC | $98.7M | 1,077,155 | 0.16% | 13q | -21.0%-$26.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98.6M | 1,076,208 | 0.05% | 31q | -9.1%-$9.9M |
| Relyea Zuckerberg Hanson LLC | $96.7M | 1,055,464 | 4.03% | 7q | +108.8%+$50.4M |
| ArrowMark Colorado Holdings LLC | $90.0M | 982,494 | 3.75% | 8q | -22.6%-$26.3M |
| CITIGROUP INC | $84.3M | 919,624 | 0.03% | 31q | +130.4%+$47.7M |
| Private Advisor Group, LLC | $80.8M | 881,426 | 0.37% | 31q | -0.6%-$485.4K |
| Foundations Investment Advisors, LLC | $77.1M | 841,692 | 0.79% | 26q | -22.3%-$22.2M |
| AXXCESS WEALTH MANAGEMENT, LLC | $76.1M | 830,390 | 1.21% | 19q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $72.1M | 786,316 | 0.09% | 31q | +22.0%+$13.0M |
| BRASADA CAPITAL MANAGEMENT, LP | $67.4M | 367,539 | 6.03% | 18q | -31.3%-$30.8M |
| Baird Financial Group, Inc. | $66.7M | 727,796 | 0.09% | 31q | +18.4%+$10.4M |
| Verdence Capital Advisors LLC | $66.4M | 724,608 | 3.49% | 15q | +23.3%+$12.5M |
| Marex Group Ltd | $64.6M | 704,593 | 0.27% | 4q | +81.1%+$28.9M |
| Howard Capital Management, LLC | $64.0M | 698,509 | 0.76% | 26q | -94.5%-$1.1B |
| Mariner, LLC | $62.5M | 681,629 | 0.07% | 19q | -42.2%-$45.6M |
| Atria Investments, Inc | $62.3M | 679,771 | 0.62% | 31q | -45.9%-$52.8M |
| Brookstone Capital Management | $60.8M | 662,930 | 0.61% | 26q | -8.6%-$5.7M |
| Capital Asset Advisory Services LLC | $60.0M | 654,789 | 2.17% | 15q | +3.4%+$2.0M |
| Proficio Capital Partners LLC | $58.8M | 641,290 | 2.11% | 2q | +29.2%+$13.3M |
| Focus Partners Wealth | $58.3M | 636,167 | 0.06% | 11q | +10.4%+$5.5M |
| OPPENHEIMER & CO INC | $57.8M | 630,717 | 0.62% | 31q | +17.7%+$8.7M |
| Jefferies Financial Group Inc. | $56.4M | 615,651 | 0.37% | 15q | +10.0%+$5.1M |
| Mirae Asset Global Investments Co., Ltd. | $56.2M | 613,230 | 0.08% | 5q | -55.6%-$70.5M |
| BNP PARIBAS FINANCIAL MARKETS | $55.3M | 603,390 | 0.02% | 25q | +217.2%+$37.9M |
| Quantinno Capital Management LP | $55.1M | 600,968 | 0.07% | 10q | +91.0%+$26.2M |
| Advisory Services Network, LLC | $54.1M | 590,260 | 0.61% | 18q | +43.2%+$16.3M |
| MML INVESTORS SERVICES, LLC | $54.0M | 588,856 | 0.11% | 31q | +7.1%+$3.6M |
| 12th Street Asset Management Company, LLC | $51.5M | 562,486 | 7.34% | 15q | +37.3%+$14.0M |
| Integrated Wealth Concepts LLC | $51.4M | 560,868 | 0.25% | 18q | +84.8%+$23.6M |
| Northstar Group, Inc. | $51.1M | 557,601 | 6.58% | 14q | +6.2%+$3.0M |
| Capital Investment Advisory Services, LLC | $50.5M | 550,727 | 3.11% | 3q | -9.6%-$5.4M |
| Salomon & Ludwin, LLC | $49.3M | 539,532 | 4.06% | 16q | +1.9%+$927.2K |
| McGuire Investment Group, LLC | $47.4M | 517,151 | 4.15% | 19q | +5.6%+$2.5M |
| Perigon Wealth Management, LLC | $46.7M | 509,900 | 0.74% | 29q | -26.7%-$17.1M |
| HERITAGE OAK WEALTH ADVISORS LLC | $46.5M | 507,570 | 13.69% | 7q | +62.8%+$17.9M |
| Steward Partners Investment Advisory, LLC | $45.8M | 500,304 | 0.23% | 31q | +16.4%+$6.5M |
| &PARTNERS | $45.8M | 500,157 | 0.19% | 10q | +11.0%+$4.6M |
| Encompass More Asset Management | $45.7M | 498,380 | 6.64% | 11q | +8.7%+$3.7M |
| Portside Wealth Group, LLC | $45.5M | 496,763 | 5.30% | 12q | -7.6%-$3.7M |
| Ausdal Financial Partners, Inc. | $45.3M | 494,011 | 1.77% | 14q | +10.9%+$4.5M |
| Apriem Advisors | $44.6M | 486,811 | 3.86% | 12q | +3.6%+$1.5M |
| Corient Private Wealth LP | $44.1M | 480,962 | 0.03% | 15q | +88.4%+$20.7M |
| Second Half Financial Partners, LLC | $43.0M | 469,315 | 17.63% | 14q | HELD |
| Barry Investment Advisors, LLC | $42.9M | 468,582 | 8.98% | 4q | +43.9%+$13.1M |
| Sollinda Capital Management LLC | $42.9M | 468,486 | 9.16% | 11q | -6.2%-$2.8M |
| EP Wealth Advisors, LLC | $42.4M | 462,954 | 0.16% | 12q | +14.9%+$5.5M |
| Trivium Point Advisory, LLC | $42.1M | 458,902 | 3.81% | 10q | +829.1%+$37.5M |
| Gradient Investments LLC | $41.9M | 457,506 | 0.58% | 29q | +1.0%+$405.2K |
| Capital World Investors | $40.9M | 446,094 | 0.00% | 11q | -6.7%-$2.9M |
| Cresset Asset Management, LLC | $40.4M | 440,741 | 0.15% | 19q | -1.0%-$423.4K |
| DIMENSION CAPITAL MANAGEMENT LLC | $39.5M | 431,114 | 4.63% | 7q | -4.3%-$1.8M |
| D.A. DAVIDSON & CO. | $39.5M | 430,788 | 0.22% | 7q | -4.5%-$1.8M |
| Pacific Point Advisors, LLC | $38.4M | 418,822 | 17.53% | 7q | +8.2%+$2.9M |
| Arete Wealth Advisors, LLC | $37.6M | 409,834 | 0.82% | 14q | +211.3%+$25.5M |
| Concurrent Investment Advisors, LLC | $37.5M | 409,487 | 0.32% | 11q | -75.9%-$118.0M |
| Teamwork Financial Advisors, LLC | $37.2M | 405,781 | 3.37% | 17q | +64.9%+$14.6M |
| One Capital Management, LLC | $37.0M | 404,120 | 1.03% | 14q | HELD |
| RFG Advisory, LLC | $36.3M | 395,879 | 0.57% | 16q | +4.5%+$1.5M |
| JONES FINANCIAL COMPANIES LLLP | $36.0M | 392,492 | 0.01% | 9q | -16.9%-$7.3M |
| Gotham Asset Management, LLC | $35.5M | 387,141 | 0.08% | 14q | -35.5%-$19.6M |
| Twelve Points Wealth Management LLC | $35.2M | 383,913 | 7.05% | 17q | -13.0%-$5.2M |
| EverSource Wealth Advisors, LLC | $35.1M | 382,859 | 1.18% | 15q | -20.1%-$8.8M |
Showing the largest 100 of 1,293 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,256 | $24.8B | 270,335,398 | 104 | 450 | 549 | 0.0% |
| Q1 2026 | 1,279 | $29.7B | 324,667,135 | 152 | 534 | 447 | 0.0% |
| Q4 2025 | 1,201 | $21.6B | 236,763,903 | 92 | 479 | 436 | 0.0% |
| Q3 2025 | 1,134 | $21.1B | 229,948,738 | 109 | 449 | 470 | 0.0% |
| Q2 2025 | 1,134 | $22.4B | 244,358,452 | 105 | 455 | 448 | 0.0% |
| Q1 2025 | 1,119 | $21.4B | 233,055,403 | 127 | 498 | 383 | 0.0% |
| Q4 2024 | 1,082 | $18.9B | 207,106,993 | 104 | 457 | 332 | 0.1% |
| Q3 2024 | 988 | $18.1B | 197,426,508 | 98 | 370 | 409 | 0.0% |
| Q2 2024 | 968 | $17.8B | 194,462,723 | 120 | 357 | 360 | 0.0% |
| Q1 2024 | 905 | $20.1B | 219,468,628 | 104 | 331 | 365 | 0.0% |
| Q4 2023 | 919 | $21.8B | 239,112,668 | 118 | 291 | 369 | 0.1% |
| Q3 2023 | 801 | $17.3B | 188,749,905 | 86 | 352 | 265 | 0.0% |
| Q2 2023 | 779 | $15.7B | 171,152,099 | 114 | 264 | 293 | 0.1% |
| Q1 2023 | 713 | $18.3B | 199,827,327 | 158 | 258 | 222 | 0.0% |
| Q4 2022 | 586 | $17.0B | 186,130,570 | 117 | 211 | 157 | 0.0% |
| Q3 2022 | 577 | $20.0B | 218,934,301 | 119 | 219 | 145 | 0.0% |
| Q2 2022 | 505 | $17.9B | 195,833,639 | 86 | 205 | 121 | 0.1% |
| Q1 2022 | 468 | $11.2B | 121,770,367 | 109 | 134 | 129 | 0.1% |
| Q4 2021 | 419 | $11.0B | 120,302,983 | 47 | 111 | 132 | 0.2% |
| Q3 2021 | 378 | $10.1B | 110,461,795 | 49 | 82 | 145 | 0.1% |
| Q2 2021 | 379 | $9.4B | 102,716,739 | 36 | 88 | 164 | 0.1% |
| Q1 2021 | 400 | $9.4B | 102,191,718 | 61 | 95 | 168 | 0.2% |
| Q4 2020 | 390 | $9.3B | 101,266,504 | 40 | 84 | 162 | 0.5% |
| Q3 2020 | 375 | $10.3B | 111,760,602 | 44 | 91 | 185 | 0.7% |
| Q2 2020 | 399 | $11.7B | 127,414,206 | 58 | 124 | 169 | 0.7% |
| Q1 2020 | 433 | $15.1B | 164,156,227 | 112 | 164 | 124 | 0.6% |
| Q4 2019 | 368 | $5.2B | 54,150,281 | 64 | 109 | 116 | 0.5% |
| Q3 2019 | 312 | $5.3B | 57,321,144 | 48 | 140 | 71 | 0.7% |
| Q2 2019 | 296 | $5.5B | 59,598,697 | 58 | 100 | 101 | 0.8% |
| Q1 2019 | 276 | $4.7B | 51,243,683 | 47 | 80 | 107 | 0.2% |
| Q4 2018 | 261 | $6.0B | 65,328,144 | 6 | 12 | 1 | 0.1% |