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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return