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

Avior Wealth Management’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 Q3	$374K	Sell	3,766 -50	-1%	-$4.96K	0.01%	594
2026 Q2	$379K	Sell	3,816 -640	-14%	-$63.5K	0.01%	590
2026 Q1	$443K	Sell	4,456 -1,034	-19%	-$103K	0.01%	560
2025 Q4	$545K	Sell	5,490 -66	-1%	-$6.55K	0.02%	438
2025 Q3	$553K	Sell	5,556 -1,516	-21%	-$151K	0.02%	418
2025 Q2	$703K	Sell	7,072 -156	-2%	-$15.5K	0.02%	360
2025 Q1	$719K	Buy	7,228 +867	+14%	+$86.1K	0.03%	325
2024 Q4	$631K	Sell	6,361 -230	-3%	-$22.8K	0.02%	388
2024 Q3	$656K	Buy	6,591 +511	+8%	+$50.7K	0.03%	389
2024 Q2	$604K	Buy	6,080 +897	+17%	+$89K	0.03%	387
2024 Q1	$515K	Buy	+5,183	New	+$514K	0.02%	442

Other funds holding BILS

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management's BILS Position: Q3 2026 in Review

Avior Wealth Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 1.3% in Q3 2026, selling an estimated $4.96K and leaving 3,766 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #594.

Avior Wealth Management first reported a position in BILS in Q1 2024 and has held it in 11 quarters since. The position peaked at $719K in Q1 2025. 15 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

Avior Wealth Management held 3,766 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $374K as of Q3 2026.
Avior Wealth Management sold 50 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2026, an estimated $4.96K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #594 holding.
Avior Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and has held it in 11 quarters since.
Avior Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $719K in Q1 2025.
15 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.