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

Avior Wealth Management’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 		$2M Buy
21,869
+973
+5% +$89K 0.05% 247
2026
Q1 		$1.91M Buy
20,896
+7,274
+53% +$666K 0.05% 257
2025
Q4 		$1.24M Sell
13,622
-74
-0.5% -$6.78K 0.04% 270
2025
Q3 		$1.26M Buy
13,696
+2,681
+24% +$246K 0.04% 264
2025
Q2 		$1.01M Sell
11,015
-671
-6% -$61.5K 0.03% 280
2025
Q1 		$1.07M Sell
11,686
-2,762
-19% -$253K 0.04% 251
2024
Q4 		$1.32M Buy
14,448
+7,021
+95% +$643K 0.05% 237
2024
Q3 		$682K Sell
7,427
-546
-7% -$50K 0.03% 374
2024
Q2 		$732K Buy
7,973
+2,411
+43% +$221K 0.03% 339
2024
Q1 		$511K Buy
5,562
+4,937
+790% +$452K 0.02% 444
2023
Q4 		$57.2K Buy
625
+196
+46% +$17.9K ﹤0.01% 706
2023
Q3 		$39.4K Sell
429
-46
-10% -$4.21K ﹤0.01% 805
2023
Q2 		$43.6K Sell
475
-85
-15% -$7.79K ﹤0.01% 795
2023
Q1 		$51.5K Buy
560
+2
+0.4% +$183 ﹤0.01% 760
2022
Q4 		$51.1K Buy
558
+242
+77% +$22.1K ﹤0.01% 623
2022
Q3 		$28K Sell
316
-139
-31% -$12.7K ﹤0.01% 692
2022
Q2 		$41K Sell
455
-2,609
-85% -$239K ﹤0.01% 599
2022
Q1 		$280K Sell
3,064
-25
-0.8% -$2.29K 0.02% 393
2021
Q4 		$282K Sell
3,089
-35
-1% -$3.2K 0.02% 394
2021
Q3 		$285K Hold
3,124
– – 0.02% 386
2021
Q2 		$285K Sell
3,124
-1
-0% -$91 0.03% 372
2021
Q1 		$285K Sell
3,125
-26
-0.8% -$2.38K 0.03% 369
2020
Q4 		$288K Buy
3,151
+30
+1% +$2.75K 0.04% 348
2020
Q3 		$285K Hold
3,121
– – 0.04% 338
2020
Q2 		$285K Buy
3,121
+2
+0.1% +$183 0.04% 334
2020
Q1 		$285K Buy
3,119
+1,228
+65% +$112K 0.06% 282
2019
Q4 		$172K Buy
1,891
+2
+0.1% +$183 0.03% 387
2019
Q3 		$173K Buy
1,889
+1,049
+125% +$96K 0.03% 374
2019
Q2 		$77K Buy
+840
New +$76.9K 0.01% 425

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Avior Wealth Management's BIL Position: Q2 2026 in Review

Avior Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.7% in Q2 2026, buying an estimated $89K and bringing the position to 21,869 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #247.

Avior Wealth Management first reported a position in BIL in Q2 2019 and has held it in 29 quarters since. 244 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Avior Wealth Management held 21,869 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2M as of Q2 2026.
  • Avior Wealth Management bought 973 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $89K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Avior Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and has held it in 29 quarters since.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.