Atria Wealth Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$21.4M	Sell	233,283 -234,119	-50%	-$21.4M	0.48%	35
2025 Q1	$42.9M	Sell	467,402 -6,836	-1%	-$626K	0.52%	31
2024 Q4	$43.4M	Buy	474,238 +49,955	+12%	+$4.58M	0.47%	32
2024 Q3	$39M	Sell	424,283 -56,423	-12%	-$5.17M	0.42%	39
2024 Q2	$44.1M	Sell	480,706 -88,414	-16%	-$8.1M	0.49%	31
2024 Q1	$52.2M	Sell	569,120 -617,230	-52%	-$56.5M	0.59%	21
2023 Q4	$108M	Buy	1,186,350 +899,785	+314%	+$82.4M	1.36%	8
2023 Q3	$26.3M	Buy	286,565 +39,959	+16%	+$3.66M	0.37%	52
2023 Q2	$22.6M	Sell	246,606 -144,934	-37%	-$13.3M	0.31%	70
2023 Q1	$36M	Sell	391,540 -24,898	-6%	-$2.28M	0.53%	26
2022 Q4	$38.1M	Sell	416,438 -69,197	-14%	-$6.33M	0.61%	22
2022 Q3	$44.5M	Buy	485,635 +108,651	+29%	+$9.94M	0.77%	19
2022 Q2	$34.5M	Buy	376,984 +252,407	+203%	+$23.1M	0.65%	21
2022 Q1	$11.4M	Buy	+124,577	New	+$11.4M	0.19%	116

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Atria Wealth Solutions's BIL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 50% in Q2 2025, selling an estimated $21.4M and leaving 233,283 shares worth $21.4M. The position accounts for 0.48% of the portfolio, ranked #35.

Atria Wealth Solutions first reported a position in BIL in Q1 2022 and has held it in 14 quarters since. The position peaked at $108M in Q4 2023. 1,177 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Atria Wealth Solutions held 233,283 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $21.4M as of Q2 2025.
Atria Wealth Solutions sold 234,119 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $21.4M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.48% of Atria Wealth Solutions's portfolio in Q2 2025, its #35 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $108M in Q4 2023.
1,177 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.