Cary Street Partners Investment Advisory’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Cary Street Partners Investment Advisory’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	$771K	Buy	8,415 +713	+9%	+$65.3K	0.16%	143
2026 Q1	$706K	Sell	7,702 -14,959	-66%	-$1.37M	0.18%	128
2025 Q4	$2.07M	Buy	22,661 +1,051	+5%	+$96.2K	0.56%	45
2025 Q3	$1.98M	Buy	21,610 +198	+0.9%	+$18.1K	0.83%	19
2025 Q2	$1.96M	Buy	21,412 +3,476	+19%	+$318K	0.95%	18
2025 Q1	$1.65M	Buy	17,936 +377	+2%	+$34.5K	0.95%	22
2024 Q4	$1.61M	Sell	17,559 -8,709	-33%	-$798K	1.05%	18
2024 Q3	$2.41M	Buy	26,268 +14,555	+124%	+$1.33M	0.09%	241
2024 Q2	$1.08M	Buy	11,713 +479	+4%	+$43.9K	0.04%	335
2024 Q1	$1.03M	Buy	11,234 +5	+0%	+$458	0.04%	337
2023 Q4	$1.03M	Sell	11,229 -7,368	-40%	-$675K	0.05%	314
2023 Q3	$1.71M	Sell	18,597 -2,721	-13%	-$249K	0.09%	234
2023 Q2	$1.96M	Sell	21,318 -11,925	-36%	-$1.09M	0.13%	180
2023 Q1	$3.05M	Sell	33,243 -7,088	-18%	-$649K	0.22%	125
2022 Q4	$3.69M	Buy	40,331 +226	+0.6%	+$20.7K	0.27%	94
2022 Q3	$3.67M	Buy	40,105 +13,588	+51%	+$1.24M	0.3%	86
2022 Q2	$2.43M	Buy	+26,517	New	+$2.42M	0.21%	123
2020 Q4	–	Sell	-71	Closed	-$6K	–	404
2020 Q3	$6K	Buy	+71	New	+$6.5K	﹤0.01%	819

Other funds holding BIL

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

3AM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cary Street Partners Investment Advisory's BIL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 9.3% in Q2 2026, buying an estimated $65.3K and bringing the position to 8,415 shares worth $771K. The position accounts for 0.16% of the portfolio, ranked #143.

Cary Street Partners Investment Advisory first reported a position in BIL in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.69M in Q4 2022. 975 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Cary Street Partners Investment Advisory held 8,415 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $771K as of Q2 2026.
Cary Street Partners Investment Advisory bought 713 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $65.3K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.16% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #143 holding.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and has held it in 18 quarters since.
Cary Street Partners Investment Advisory's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.69M in Q4 2022.
975 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.