Atria Investments’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Atria Investments’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.02M	Sell	40,402 -1,213	-3%	-$120K	0.04%	458
2026 Q1	$4.14M	Buy	41,615 +14,718	+55%	+$1.46M	0.05%	431
2025 Q4	$2.67M	Buy	26,897 +23,474	+686%	+$2.33M	0.03%	608
2025 Q3	$341K	Buy	+3,423	New	+$340K	﹤0.01%	1650
2025 Q1	–	Sell	-4,859	Closed	-$482K	–	1904
2024 Q4	$482K	Sell	4,859 -36,299	-88%	-$3.6M	0.01%	1349
2024 Q3	$4.1M	Sell	41,158 -1,791	-4%	-$178K	0.05%	417
2024 Q2	$4.27M	Buy	42,949 +6,724	+19%	+$667K	0.06%	389
2024 Q1	$3.6M	Sell	36,225 -9,773	-21%	-$970K	0.05%	431
2023 Q4	$4.56M	Buy	45,998 +23,693	+106%	+$2.35M	0.07%	323
2023 Q3	$2.22M	Sell	22,305 -3,270	-13%	-$325K	0.04%	536
2023 Q2	$2.54M	Sell	25,575 -43,901	-63%	-$4.36M	0.05%	477
2023 Q1	$6.92M	Buy	69,476 +17,192	+33%	+$1.71M	0.13%	189
2022 Q4	$5.19M	Sell	52,284 -3,874	-7%	-$385K	0.11%	247
2022 Q3	$5.59M	Buy	56,158 +28,799	+105%	+$2.87M	0.12%	208
2022 Q2	$2.73M	Buy	27,359 +15,679	+134%	+$1.57M	0.06%	406
2022 Q1	$1.17M	Buy	+11,680	New	+$1.17M	0.02%	787

Other funds holding BILS

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

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Investments's BILS Position: Q2 2026 in Review

Atria Investments reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 2.9% in Q2 2026, selling an estimated $120K and leaving 40,402 shares worth $4.02M. The position accounts for 0.04% of the portfolio, ranked #458.

Atria Investments first reported a position in BILS in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.92M in Q1 2023. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Atria Investments held 40,402 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $4.02M as of Q2 2026.
Atria Investments sold 1,213 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $120K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #458 holding.
Atria Investments first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2022 and has held it in 16 quarters since.
Atria Investments's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $6.92M in Q1 2023.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.