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

Capital Analysts LLC’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	$2.81M	Buy	30,620 +14,983	+96%	+$1.37M	0.06%	228
2026 Q1	$1.43M	Buy	15,637 +5,296	+51%	+$485K	0.04%	287
2025 Q4	$945K	Buy	10,341 +1,856	+22%	+$170K	0.03%	322
2025 Q3	$778K	Sell	8,485 -15,446	-65%	-$1.42M	0.02%	344
2025 Q2	$2.19M	Buy	23,931 +686	+3%	+$62.8K	0.07%	200
2025 Q1	$2.13M	Buy	23,245 +15,188	+189%	+$1.39M	0.08%	187
2024 Q4	$737K	Buy	8,057 +830	+11%	+$76K	0.03%	283
2024 Q3	$664K	Buy	7,227 +643	+10%	+$58.9K	0.03%	291
2024 Q2	$604K	Buy	6,584 +2,149	+48%	+$197K	0.03%	306
2024 Q1	$407K	Buy	4,435 +1,304	+42%	+$119K	0.02%	341
2023 Q4	$286K	Buy	3,131 +316	+11%	+$28.9K	0.01%	374
2023 Q3	$258K	Sell	2,815 -3,251	-54%	-$298K	0.01%	367
2023 Q2	$557K	Buy	6,066 +3,730	+160%	+$342K	0.03%	285
2023 Q1	$214K	Buy	2,336 +563	+32%	+$51.6K	0.01%	372
2022 Q4	$162K	Sell	1,773 -76,000	-98%	-$6.95M	0.01%	424
2022 Q3	$7.12M	Buy	77,773 +6,238	+9%	+$571K	0.49%	37
2022 Q2	$6.54M	Buy	71,535 +29,896	+72%	+$2.73M	0.46%	43
2022 Q1	$3.81M	Buy	+41,639	New	+$3.81M	0.24%	86
2021 Q3	–	Sell	-58	Closed	-$5K	–	989
2021 Q2	$5K	Hold	58	–	–	﹤0.01%	810
2021 Q1	$5K	Buy	+58	New	+$5.31K	﹤0.01%	863

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Capital Analysts LLC's BIL Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 96% in Q2 2026, buying an estimated $1.37M and bringing the position to 30,620 shares worth $2.81M. The position accounts for 0.06% of the portfolio, ranked #228.

Capital Analysts LLC first reported a position in BIL in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.12M in Q3 2022. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Capital Analysts LLC held 30,620 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.81M as of Q2 2026.
Capital Analysts LLC bought 14,983 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.37M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Capital Analysts LLC's portfolio in Q2 2026, its #228 holding.
Capital Analysts LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and has held it in 20 quarters since.
Capital Analysts LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.12M in Q3 2022.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.