SPDR SERIES TRUST (BILS)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
270
Reporting holders
$2.3B
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $361.0M | 3,632,375 | 0.08% | 15q | -1.4%-$5.1M |
| BANK OF AMERICA CORP /DE/ | $129.0M | 1,297,697 | 0.01% | 16q | -2.5%-$3.3M |
| Miller Investment Management, LP | $121.7M | 1,225,012 | 11.12% | 9q | -2.8%-$3.5M |
| AMERIPRISE FINANCIAL INC | $110.1M | 1,107,907 | 0.02% | 14q | -61.0%-$172.3M |
| Sargent Investment Group, LLC | $64.5M | 648,966 | 7.76% | 14q | +17.9%+$9.8M |
| OSAIC HOLDINGS, INC. | $62.0M | 623,564 | 0.07% | 23q | +3.1%+$1.9M |
| WELLS FARGO & COMPANY/MN | $59.9M | 603,234 | 0.01% | 13q | -52.8%-$67.0M |
| Proficio Capital Partners LLC | $52.7M | 529,889 | 1.89% | 13q | +83.4%+$23.9M |
| MORGAN STANLEY | $44.1M | 443,633 | 0.00% | 15q | -5.6%-$2.6M |
| ENVESTNET ASSET MANAGEMENT INC | $42.8M | 430,339 | 0.01% | 15q | +2.3%+$967.7K |
| Integrated Wealth Concepts LLC | $40.3M | 405,452 | 0.20% | 15q | +90.3%+$19.1M |
| UBS Group AG | $36.1M | 363,144 | 0.00% | 13q | -8.6%-$3.4M |
| Bell Bank | $36.0M | 362,045 | 1.37% | 9q | -39.5%-$23.5M |
| RAYMOND JAMES FINANCIAL INC | $35.8M | 360,487 | 0.01% | 7q | -19.2%-$8.5M |
| Marshall Financial Group, LLC | $35.1M | 353,625 | 5.13% | 2q | -2.0%-$710.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $34.4M | 345,930 | 0.04% | 15q | -2.2%-$783.8K |
| TRUIST FINANCIAL CORP | $33.4M | 336,542 | 0.04% | 14q | +18.3%+$5.2M |
| One Day In July LLC | $32.7M | 329,361 | 2.28% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $29.9M | 301,193 | 0.02% | 9q | +155.3%+$18.2M |
| Cetera Investment Advisers | $27.6M | 277,582 | 0.03% | 15q | +3.5%+$945.4K |
| Ashton Thomas Private Wealth, LLC | $26.1M | 262,178 | 0.54% | 14q | -28.2%-$10.3M |
| PECAUT & CO. | $25.8M | 259,692 | 7.86% | 13q | +1.4%+$360.8K |
| Asset One Wealth Management LLC | $25.2M | 253,471 | 2.66% | 3q | +6.7%+$1.6M |
| MML INVESTORS SERVICES, LLC | $24.3M | 244,530 | 0.05% | 15q | -5.6%-$1.4M |
| ROYAL BANK OF CANADA | $23.8M | 239,546 | 0.00% | 16q | +16.1%+$3.3M |
| AQR CAPITAL MANAGEMENT LLC | $23.6M | 237,485 | 0.01% | 8q | -7.2%-$1.8M |
| Peak Asset Management, LLC | $22.3M | 224,499 | 3.28% | 14q | +6.8%+$1.4M |
| Kera Capital Partners, Inc. | $22.2M | 223,630 | 2.13% | 5q | -15.7%-$4.2M |
| AlphaCore Capital LLC | $21.3M | 214,341 | 0.39% | 6q | -1.7%-$371.1K |
| Cerity Partners LLC | $21.1M | 212,665 | 0.03% | 13q | -12.2%-$2.9M |
| Horizon Family Wealth, Inc. | $20.9M | 210,314 | 9.54% | 12q | +20.5%+$3.6M |
| HighPoint Advisor Group LLC | $19.3M | 193,985 | 0.68% | 3q | +11.9%+$2.1M |
| NewEdge Advisors, LLC | $18.4M | 185,409 | 0.05% | 16q | -15.9%-$3.5M |
| CWA Asset Management Group, LLC | $18.4M | 184,858 | 0.56% | 14q | -2.8%-$526.5K |
| Rockefeller Capital Management L.P. | $18.0M | 181,292 | 0.03% | 15q | +38.9%+$5.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.8M | 168,695 | 0.01% | 12q | -6.7%-$1.2M |
| Birchcreek Wealth Management, LLC | $16.2M | 163,150 | 6.32% | 8q | +2.2%+$356.2K |
| Pacific Sage Partners, LLC | $15.7M | 158,075 | 2.23% | 7q | +2.8%+$429.0K |
| MOKAN Wealth Management Inc. | $14.5M | 145,546 | 5.53% | 7q | +7.5%+$1.0M |
| Treasure Coast Financial Planning | $14.2M | 143,209 | 6.94% | 14q | +1.4%+$190.0K |
| Focus Partners Wealth | $13.9M | 139,796 | 0.01% | 7q | -24.3%-$4.5M |
| DBK Financial Counsel, LLC | $13.1M | 132,170 | 11.02% | 9q | -13.5%-$2.0M |
| PROMETHIUM ADVISORS,LLC | $13.1M | 131,967 | 6.29% | 8q | -6.7%-$948.0K |
| Delos Wealth Advisors, LLC | $12.6M | 127,056 | 6.47% | 14q | +0.6%+$77.6K |
| Equitable Holdings, Inc. | $11.9M | 119,241 | 0.07% | 14q | -24.8%-$3.9M |
| Ameritas Advisory Services, LLC | $11.3M | 113,920 | 0.23% | 12q | +40.5%+$3.3M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $11.2M | 113,143 | 0.40% | 14q | -5.1%-$601.5K |
| LaSalle St. Investment Advisors, LLC | $11.2M | 112,959 | 1.37% | 2q | HELD |
| Fortis Group Advisors, LLC | $10.9M | 109,475 | 1.74% | 11q | +73.3%+$4.6M |
| Steward Partners Investment Advisory, LLC | $10.2M | 102,348 | 0.05% | 7q | -30.3%-$4.4M |
| Anson Capital, Inc. | $10.1M | 101,141 | 6.54% | 14q | -4.4%-$462.9K |
| NDWM LLC | $9.8M | 98,197 | 5.73% | 11q | -12.4%-$1.4M |
| STIFEL FINANCIAL CORP | $9.4M | 94,191 | 0.01% | 13q | +5.5%+$488.7K |
| Valmark Advisers, Inc. | $8.6M | 86,277 | 0.09% | 14q | +4.8%+$392.0K |
| HighTower Advisors, LLC | $8.4M | 84,209 | 0.01% | 12q | -57.1%-$11.1M |
| O'ROURKE & COMPANY, Inc | $7.7M | 77,724 | 2.70% | 12q | -12.1%-$1.1M |
| Quantinno Capital Management LP | $7.5M | 75,761 | 0.01% | 3q | +15.4%+$1.0M |
| Farther Finance Advisors, LLC | $7.1M | 71,451 | 0.06% | 14q | -6.9%-$524.5K |
| Private Advisor Group, LLC | $6.7M | 67,817 | 0.03% | 15q | +11.4%+$691.5K |
| Carr Financial Group Corp | $6.6M | 66,140 | 1.51% | 14q | +29.3%+$1.5M |
| QUADRANT CAPITAL GROUP LLC | $6.5M | 65,709 | 0.18% | 11q | -9.9%-$714.4K |
| Concurrent Investment Advisors, LLC | $6.5M | 65,179 | 0.06% | 11q | +4.2%+$259.3K |
| Procyon Advisors, LLC | $6.4M | 64,801 | 0.28% | 4q | -12.4%-$909.6K |
| CALTON & ASSOCIATES, INC. | $6.4M | 64,106 | 0.93% | 6q | -22.7%-$1.9M |
| Samara Investment Management, LLC | $6.1M | 61,803 | 5.65% | 2q | -0.9%-$55.5K |
| Total Clarity Wealth Management, Inc. | $5.8M | 58,374 | 1.13% | 13q | -39.7%-$3.8M |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $5.8M | 58,289 | 2.90% | 11q | -53.1%-$6.5M |
| Csenge Advisory Group | $5.7M | 57,445 | 0.23% | 5q | +6.1%+$326.8K |
| Choate Investment Advisors | $5.5M | 55,232 | 0.10% | 15q | -17.6%-$1.2M |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.3M | 53,418 | 0.10% | 6q | +3.2%+$166.3K |
| Altiora Financial Group, LLC | $5.2M | 52,463 | 0.82% | 15q | -7.5%-$424.1K |
| Tower Research Capital LLC (TRC) | $5.2M | 52,269 | 0.13% | 2q | -2.6%-$137.8K |
| EP Wealth Advisors, LLC | $5.2M | 52,218 | 0.02% | 13q | +57.8%+$1.9M |
| Capstone Wealth Management Group, Inc. | $4.8M | 47,846 | 2.87% | new | FIRST |
| NEW WAVE WEALTH ADVISORS LLC | $4.7M | 47,586 | 0.64% | 7q | -27.4%-$1.8M |
| Advisory Services Network, LLC | $4.7M | 47,222 | 0.05% | 5q | -7.8%-$397.6K |
| Waldron Private Wealth LLC | $4.6M | 46,581 | 0.16% | 14q | -1.4%-$67.3K |
| Wealthcare Advisory Partners LLC | $4.5M | 45,054 | 0.08% | 15q | +0.8%+$37.5K |
| HM PAYSON & CO | $4.3M | 43,282 | 0.06% | 13q | -1.9%-$84.5K |
| Hibernia Wealth Partners, LLC | $4.3M | 42,906 | 2.31% | 10q | -49.2%-$4.1M |
| ENTREWEALTH, LLC | $4.2M | 42,827 | 1.57% | 7q | -47.1%-$3.8M |
| JPMORGAN CHASE & CO | $4.1M | 41,134 | 0.00% | 8q | -57.7%-$5.6M |
| Pine Valley Investments Ltd Liability Co | $4.1M | 40,770 | 0.16% | 11q | -5.8%-$248.7K |
| Atria Investments, Inc | $4.0M | 40,402 | 0.04% | 4q | -2.9%-$120.5K |
| Carrera Capital Advisors | $3.9M | 38,849 | 0.57% | 9q | -7.6%-$316.1K |
| Stratos Wealth Partners, LTD. | $3.8M | 38,670 | 0.04% | 15q | -18.7%-$881.6K |
| Values First Advisors, Inc. | $3.7M | 25,007 | 0.85% | 15q | +48.3%+$1.2M |
| Tidal Investments LLC | $3.7M | 37,183 | 0.01% | 6q | -59.8%-$5.5M |
| OakTrust Wealth Advisors, LLC | $3.5M | 35,499 | 3.04% | 3q | -2.1%-$75.2K |
| Prosperity Consulting Group, LLC | $3.5M | 34,759 | 0.13% | 5q | -22.3%-$988.9K |
| Essex Financial Services, Inc. | $3.4M | 33,795 | 0.17% | 9q | HELD |
| STEPHENS INC /AR/ | $3.4M | 33,735 | 0.04% | 13q | -15.6%-$619.2K |
| Stratos Wealth Advisors, LLC | $3.3M | 33,271 | 0.18% | 14q | -1.1%-$37.4K |
| Western Wealth Management, LLC | $3.3M | 32,741 | 0.11% | 11q | -9.2%-$330.7K |
| Kestra Advisory Services, LLC | $3.3M | 32,730 | 0.01% | 15q | -21.4%-$883.9K |
| IEQ CAPITAL, LLC | $3.2M | 32,008 | 0.01% | 6q | HELD |
| Portland Global Advisors LLC | $3.1M | 31,429 | 0.30% | 11q | -21.7%-$866.4K |
| Advisor Resource Council | $3.0M | 30,375 | 0.85% | 3q | -23.3%-$914.5K |
| Onyx Bridge Wealth Group LLC | $3.0M | 29,969 | 0.27% | 15q | -1.4%-$40.8K |
| Sanctuary Advisors, LLC | $2.8M | 28,273 | 0.01% | 9q | +5.0%+$134.6K |
Showing the largest 100 of 280 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 | 270 | $2.3B | 23,260,039 | 23 | 84 | 127 | 0.0% |
| Q1 2026 | 266 | $2.8B | 28,401,982 | 30 | 108 | 105 | 0.0% |
| Q4 2025 | 258 | $2.2B | 22,620,406 | 19 | 103 | 96 | 0.0% |
| Q3 2025 | 256 | $2.2B | 21,692,800 | 17 | 95 | 119 | 0.0% |
| Q2 2025 | 275 | $2.2B | 22,017,632 | 32 | 109 | 104 | 0.0% |
| Q1 2025 | 265 | $2.1B | 21,221,093 | 37 | 119 | 82 | 0.0% |
| Q4 2024 | 249 | $1.9B | 19,440,499 | 27 | 90 | 93 | 0.0% |
| Q3 2024 | 223 | $1.9B | 19,026,495 | 22 | 95 | 85 | 0.0% |
| Q2 2024 | 223 | $1.7B | 16,793,266 | 26 | 86 | 87 | 0.0% |
| Q1 2024 | 224 | $1.5B | 15,579,954 | 32 | 80 | 93 | 0.0% |
| Q4 2023 | 213 | $1.8B | 17,793,670 | 32 | 85 | 66 | 0.0% |
| Q3 2023 | 179 | $1.6B | 15,753,912 | 32 | 89 | 46 | 0.0% |
| Q2 2023 | 160 | $1.3B | 13,380,348 | 53 | 63 | 34 | 0.2% |
| Q1 2023 | 110 | $797.7M | 8,045,923 | 65 | 33 | 9 | 0.0% |
| Q4 2022 | 49 | $229.6M | 2,339,735 | 33 | 8 | 2 | 0.0% |
| Q3 2022 | 19 | $48.7M | 489,054 | 13 | 2 | 2 | 0.0% |
| Q2 2022 | 7 | $18.3M | 183,795 | 3 | 2 | 1 | 0.0% |
| Q1 2022 | 6 | $11.4M | 114,151 | 1 | 0 | 5 | 0.0% |
| Q4 2021 | 7 | $15.7M | 156,822 | 1 | 3 | 3 | 0.0% |
| Q3 2021 | 6 | $9.0M | 90,174 | 2 | 0 | 3 | 0.0% |
| Q2 2021 | 5 | $8.6M | 86,363 | 1 | 0 | 3 | 0.0% |
| Q1 2021 | 5 | $9.5M | 94,984 | 2 | 1 | 2 | 0.0% |
| Q4 2020 | 3 | $9.6M | 95,807 | 2 | 0 | 1 | 0.0% |
| Q3 2020 | 1 | $10.0M | 99,748 | 1 | 0 | 0 | 0.0% |