Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (BIL)

1K + Investors. Track Smart Money conviction in BIL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — BIL

Based on 1140 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BIL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,140 hedge funds hold BIL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+105 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

658 buying540 selling
Last quarter: 658 funds bought or added vs 540 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+68 vs last Q)

new funds entering per quarter
Funds opening a new BIL position: 147 → 118 → 111 → 179. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 27% medium ■ 18% new
629 out of 1,140 hedge funds have held BIL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~179 new funds/quarter

157 → 147 → 118 → 111 → 179 new funds/Q
New funds entering each quarter: 147 → 118 → 111 → 179. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Of 1,142 current holders: 658 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
29 of 1140 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BIL

How many hedge funds hold BIL — quarterly history vs. share price
Quarterly hedge fund ownership of BIL vs. share price

Market Analysis: BIL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BIL

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

62 top-rated funds 96 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
6.5
/ 10
conviction
Hedge Fund Positioning: BIL
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in BIL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1142 1081 5.64%
13F Shares 245M 232M 5.71%
Total Value $21.73B $21.28B 2.1%
New Positions 179 112 +67
Increased Positions 480 455 +25
Closed Positions 118 127 -9
Reduced Positions 429 448 -19
Total Calls 1 2 -50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: BIL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BIL. Verified SEC 13F-HR filings.

Top 25 institutional holders of BIL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Savior LLC 33.48% 102,409 $9.4M
2 Counterpoint Mutual Funds LLC 30.36% 2,206,436 $202.2M
3 St. Louis Financial Planners Asset Management, LLC 29.16% 561,347 $51.4M
4 Ramiah Investment Group 23.00% 249,660 $22.9M
5 Ebert Capital Management Inc. 20.24% 216,242 $19.8M
6 UDINE WEALTH MANAGEMENT, INC. 14.68% 327,761 $30.0M
7 HAMILTON CAPITAL PARTNERS, LLC 14.49% 506,719 $46.4M
8 TritonPoint Partners, LLC 12.21% 361,946 $33.2M
9 J2 Capital Management Inc 11.83% 188,322 $17.3M
10 Hippocratic Financial Advisors, LLC 10.91% 271,386 $24.9M
11 CERTIOR FINANCIAL GROUP, LLC 10.87% 186,296 $17.1M
12 HighRoad Wealth Advisors, LLC 10.50% 117,317 $10.8M
13 Spartan Planning & Wealth Management 10.11% 149,192 $13.7M
14 Hofer & Associates. Inc 9.56% 194,153 $17.8M
15 Sicart Associates LLC 9.46% 401,682 $36.8M
16 Aegis Wealth Management, Inc. 9.21% 127,833 $11.7M
17 HERITAGE OAK WEALTH ADVISORS LLC 9.08% 311,857 $28.6M
18 Twelve Points Wealth Management LLC 8.89% 441,151 $40.4M
19 SYKON CAPITAL LLC 8.81% 288,427 $26.4M
20 Arta Finance Wealth Management LLC 8.56% 189,625 $17.3M
21 Park Edge Advisors, LLC 8.55% 404,961 $37.1M
22 Auour Investments LLC 8.32% 288,484 $26.4M
23 Vigilare Wealth Management 8.17% 263,761 $24.2M
24 Wallace Advisory Group, LLC 7.97% 81,391 $7.5M
25 FSC Wealth Advisors, LLC 7.46% 4,263 $391K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SPDR SERIES TRUST (BIL)

What does the Smart Money Trend signal show for BIL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BIL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BIL?

Slight buying edge — 55% buying: Last quarter: 658 funds bought or added vs 540 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BIL holders?

Strong quality — 39% AUM from major funds: 29 of 1140 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BIL?

55% of holders stayed for 2+ years: 629 out of 1,140 hedge funds have held BIL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.