Apella Capital’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Apella Capital’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.6M	Sell	192,560 -11,959	-6%	-$1.09M	0.25%	81
2026 Q1	$18.7M	Buy	+204,519	New	+$18.7M	0.28%	76
2021 Q4	–	Sell	-2,671	Closed	-$244K	–	205
2021 Q3	$244K	Buy	+2,671	New	+$244K	0.04%	182

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Apella Capital's BIL Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.8% in Q2 2026, selling an estimated $1.09M and leaving 192,560 shares worth $17.6M. The position accounts for 0.25% of the portfolio, ranked #81.

Apella Capital first reported a position in BIL in Q3 2021 and has held it in 3 quarters since. The position peaked at $18.7M in Q1 2026. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Apella Capital held 192,560 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $17.6M as of Q2 2026.
Apella Capital sold 11,959 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.09M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.25% of Apella Capital's portfolio in Q2 2026, its #81 holding.
Apella Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2021 and has held it in 3 quarters since.
Apella Capital's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $18.7M in Q1 2026.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.