Capital Advisors Ltd
BIL icon

Capital Advisors Ltd’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Capital Advisors Ltd’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
Q3 		$10.9M Sell
119,421
-7,029
-6% -$643K 1.11% 21
2026
Q2 		$11.6M Buy
126,450
+6,235
+5% +$571K 1.17% 19
2026
Q1 		$11M Buy
120,215
+12,711
+12% +$1.16M 1.25% 20
2025
Q4 		$9.8M Sell
107,504
-71,226
-40% -$6.52M 1.11% 21
2025
Q3 		$16.4M Buy
178,730
+78,954
+79% +$7.23M 1.85% 15
2025
Q2 		$9.15M Buy
99,776
+8,909
+10% +$816K 1.13% 21
2025
Q1 		$8.34M Buy
90,867
+4,095
+5% +$375K 1.1% 22
2024
Q4 		$7.93M Sell
86,772
-3,479
-4% -$319K 1% 23
2024
Q3 		$8.29M Buy
90,251
+6,181
+7% +$566K 1.03% 22
2024
Q2 		$7.72M Buy
84,070
+96
+0.1% +$8.8K 1% 23
2024
Q1 		$7.71M Buy
83,974
+10,269
+14% +$941K 1% 22
2023
Q4 		$6.74M Sell
73,705
-421
-0.6% -$38.6K 0.95% 24
2023
Q3 		$6.81M Buy
74,126
+32,390
+78% +$2.97M 1.04% 23
2023
Q2 		$3.83M Buy
41,736
+18,169
+77% +$1.66M 0.57% 33
2023
Q1 		$2.16M Buy
+23,567
New +$2.16M 0.36% 47

Other funds holding BIL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Innovative Advisory Group
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Capital Advisors Ltd's BIL Position: Q3 2026 in Review

Capital Advisors Ltd reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.6% in Q3 2026, selling an estimated $643K and leaving 119,421 shares worth $10.9M. The position accounts for 1.11% of the portfolio, ranked #21.

Capital Advisors Ltd first reported a position in BIL in Q1 2023 and has held it in 15 quarters since. The position peaked at $16.4M in Q3 2025. 462 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

  • Capital Advisors Ltd held 119,421 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $10.9M as of Q3 2026.
  • Capital Advisors Ltd sold 7,029 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $643K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.11% of Capital Advisors Ltd's portfolio in Q3 2026, its #21 holding.
  • Capital Advisors Ltd first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 15 quarters since.
  • Capital Advisors Ltd's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16.4M in Q3 2025.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.