Who Owns SPDR SERIES TRUST (BILS)? -- Institutional Holders (2026-06-30)
298 institutions reported holding $2.35B of SPDR SERIES TRUST (BILS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($361.0M), BANK OF AMERICA CORP /DE/ ($129.0M), Miller Investment Management, LP ($121.7M), AMERIPRISE FINANCIAL INC ($110.1M), Sargent Investment Group, LLC ($64.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $361.0M | 3.6M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $129.0M | 1.3M | Trimmed |
| 3 | Miller Investment Management, LP | $121.7M | 1.2M | Trimmed |
| 4 | AMERIPRISE FINANCIAL INC | $110.1M | 1.1M | Trimmed |
| 5 | Sargent Investment Group, LLC | $64.5M | 648,966 | Added |
| 6 | OSAIC HOLDINGS, INC. | $62.0M | 623,564 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $59.9M | 603,234 | Trimmed |
| 8 | Proficio Capital Partners LLC | $52.7M | 529,889 | Added |
| 9 | MORGAN STANLEY | $44.1M | 443,633 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $42.8M | 430,339 | Added |
| 11 | Integrated Wealth Concepts LLC | $40.3M | 405,452 | Added |
| 12 | UBS Group AG | $36.1M | 363,144 | Trimmed |
| 13 | Bell Bank | $36.0M | 362,045 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $35.8M | 360,487 | Trimmed |
| 15 | Marshall Financial Group, LLC | $35.1M | 353,625 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $34.4M | 345,930 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $33.4M | 336,542 | Added |
| 18 | One Day In July LLC | $32.7M | 329,361 | Added |
| 19 | Cetera Investment Advisers | $27.6M | 277,582 | Added |
| 20 | Ashton Thomas Private Wealth, LLC | $26.1M | 262,178 | Trimmed |
| 21 | PECAUT & CO. | $25.8M | 259,692 | Added |
| 22 | Asset One Wealth Management LLC | $25.2M | 253,471 | Added |
| 23 | SoundView Advisors Inc. | $24.4M | 245,844 | Trimmed |
| 24 | MML INVESTORS SERVICES, LLC | $24.3M | 244,530 | Trimmed |
| 25 | Royal Bank of Canada | $23.8M | 239,546 | Added |
Source: SEC Form 13F filings · as of 2026-06-30