Capital Advisors Ltd’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Capital Advisors Ltd’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 Q2	$1.77M	Sell	17,857 -691	-4%	-$68.6K	0.18%	87
2026 Q1	$1.84M	Sell	18,548 -526	-3%	-$52.2K	0.21%	76
2025 Q4	$1.89M	Buy	19,074 +69	+0.4%	+$6.85K	0.21%	71
2025 Q3	$1.89M	Sell	19,005 -276	-1%	-$27.4K	0.21%	68
2025 Q2	$1.92M	Sell	19,281 -308	-2%	-$30.6K	0.24%	63
2025 Q1	$1.95M	Sell	19,589 -470	-2%	-$46.7K	0.26%	61
2024 Q4	$1.99M	Buy	20,059 +1,431	+8%	+$142K	0.25%	61
2024 Q3	$1.85M	Buy	18,628 +1,907	+11%	+$189K	0.23%	64
2024 Q2	$1.66M	Buy	16,721 +2,172	+15%	+$215K	0.22%	68
2024 Q1	$1.45M	Buy	14,549 +1,089	+8%	+$108K	0.19%	73
2023 Q4	$1.33M	Buy	13,460 +2,044	+18%	+$203K	0.19%	73
2023 Q3	$1.14M	Buy	11,416 +2,565	+29%	+$255K	0.17%	80
2023 Q2	$880K	Buy	8,851 +1,959	+28%	+$195K	0.13%	98
2023 Q1	$687K	Buy	+6,892	New	+$685K	0.11%	106

Other funds holding BILS

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Capital Advisors Ltd reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 3.7% in Q2 2026, selling an estimated $68.6K and leaving 17,857 shares worth $1.77M. The position accounts for 0.18% of the portfolio, ranked #87.

Capital Advisors Ltd first reported a position in BILS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.99M in Q4 2024. 56 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Capital Advisors Ltd held 17,857 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.77M as of Q2 2026.
Capital Advisors Ltd sold 691 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $68.6K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.18% of Capital Advisors Ltd's portfolio in Q2 2026, its #87 holding.
Capital Advisors Ltd first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Capital Advisors Ltd's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.99M in Q4 2024.
56 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

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