CAL
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
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 		$9.82M 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% +$8.79K 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% -$38.5K 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

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

Capital Advisors Ltd's BIL Position: Q2 2026 in Review

Capital Advisors Ltd increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.2% in Q2 2026, buying an estimated $571K and bringing the position to 126,450 shares worth $11.6M. The position accounts for 1.17% of the portfolio, ranked #19.

Capital Advisors Ltd first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.4M in Q3 2025. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Capital Advisors Ltd held 126,450 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $11.6M as of Q2 2026.
  • Capital Advisors Ltd bought 6,235 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $571K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.17% of Capital Advisors Ltd's portfolio in Q2 2026, its #19 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 14 quarters since.
  • Capital Advisors Ltd's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16.4M in Q3 2025.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.