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

Atria Wealth Solutions’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
2025 Q2	$382K	Sell	3,845 -7,820	-67%	-$776K	0.01%	1050
2025 Q1	$1.16M	Buy	11,665 +3,272	+39%	+$325K	0.01%	822
2024 Q4	$832K	Sell	8,393 -17,438	-68%	-$1.73M	0.01%	1005
2024 Q3	$2.57M	Buy	25,831 +4,258	+20%	+$423K	0.03%	539
2024 Q2	$2.14M	Buy	21,573 +8,718	+68%	+$865K	0.02%	601
2024 Q1	$1.28M	Buy	12,855 +2,275	+22%	+$226K	0.01%	802
2023 Q4	$1.05M	Sell	10,580 -3,388	-24%	-$336K	0.01%	841
2023 Q3	$1.39M	Buy	13,968 +11,208	+406%	+$1.11M	0.02%	687
2023 Q2	$275K	Sell	2,760 -2,406	-47%	-$239K	﹤0.01%	1504
2023 Q1	$515K	Buy	+5,166	New	+$513K	0.01%	1114

Other funds holding BILS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

MIM

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

SIG

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 67% in Q2 2025, selling an estimated $776K and leaving 3,845 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1050.

Atria Wealth Solutions first reported a position in BILS in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.57M in Q3 2024. 288 funds tracked by Wall St. Rank hold BILS as of Q2 2025.

Atria Wealth Solutions held 3,845 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $382K as of Q2 2025.
Atria Wealth Solutions sold 7,820 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2025, an estimated $776K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1050 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.57M in Q3 2024.
288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2025.

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