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

Aptus Capital Advisors’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	$17.9M	Sell	195,200 -8,924	-4%	-$817K	0.12%	141
2026 Q1	$18.7M	Buy	204,124 +14,580	+8%	+$1.33M	0.15%	123
2025 Q4	$17.3M	Sell	189,544 -36,306	-16%	-$3.32M	0.12%	141
2025 Q3	$20.7M	Buy	225,850 +52,305	+30%	+$4.79M	0.15%	130
2025 Q2	$15.9M	Buy	173,545 +7,874	+5%	+$721K	0.13%	141
2025 Q1	$15.2M	Buy	165,671 +101,604	+159%	+$9.31M	0.16%	129
2024 Q4	$5.86M	Buy	64,067 +28,203	+79%	+$2.58M	0.06%	241
2024 Q3	$3.29M	Sell	35,864 -9,795	-21%	-$897K	0.05%	267
2024 Q2	$4.19M	Sell	45,659 -23	-0.1%	-$2.11K	0.07%	201
2024 Q1	$4.19M	Sell	45,682 -146,297	-76%	-$13.4M	0.08%	199
2023 Q4	$17.5M	Sell	191,979 -6,173	-3%	-$565K	0.48%	49
2023 Q3	$18.2M	Buy	198,152 +103,140	+109%	+$9.45M	0.5%	42
2023 Q2	$8.72M	Buy	95,012 +92,853	+4,301%	+$8.51M	0.21%	96
2023 Q1	$198K	Sell	2,159 -9,956	-82%	-$912K	0.01%	469
2022 Q4	$1.11M	Sell	12,115 -9,382	-44%	-$859K	0.03%	270
2022 Q3	$1.97M	Buy	21,497 +20,669	+2,496%	+$1.89M	0.05%	201
2022 Q2	$76K	Sell	828 -2,287	-73%	-$209K	﹤0.01%	441
2022 Q1	$285K	Buy	+3,115	New	+$285K	0.01%	366
2020 Q2	–	Sell	-2,836	Closed	-$259K	–	415
2020 Q1	$259K	Buy	2,836 +2,490	+720%	+$228K	0.02%	237
2019 Q4	$31K	Sell	346 -388	-53%	-$35.5K	﹤0.01%	417
2019 Q3	$67K	Buy	+734	New	+$67.2K	﹤0.01%	385

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

Aptus Capital Advisors's BIL Position: Q2 2026 in Review

Aptus Capital Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.4% in Q2 2026, selling an estimated $817K and leaving 195,200 shares worth $17.9M. The position accounts for 0.12% of the portfolio, ranked #141.

Aptus Capital Advisors first reported a position in BIL in Q3 2019 and has held it in 21 quarters since. The position peaked at $20.7M in Q3 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Aptus Capital Advisors held 195,200 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $17.9M as of Q2 2026.
Aptus Capital Advisors sold 8,924 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $817K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Aptus Capital Advisors's portfolio in Q2 2026, its #141 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 21 quarters since.
Aptus Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $20.7M in Q3 2025.
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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.