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

Cary Street Partners’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	$3.52M	Sell	38,386 -479	-1%	-$43.8K	0.08%	258
2026 Q1	$3.56M	Buy	38,865 +1,386	+4%	+$127K	0.09%	227
2025 Q4	$3.42M	Buy	37,479 +7,771	+26%	+$711K	0.08%	232
2025 Q3	$2.73M	Sell	29,708 -2,052	-6%	-$188K	0.07%	279
2025 Q2	$2.91M	Buy	31,760 +939	+3%	+$86K	0.08%	252
2025 Q1	$2.83M	Buy	30,821 +8,870	+40%	+$812K	0.09%	229
2024 Q4	$2.01M	Buy	+21,951	New	+$2.01M	0.07%	267

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Cary Street Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.2% in Q2 2026, selling an estimated $43.8K and leaving 38,386 shares worth $3.52M. The position accounts for 0.08% of the portfolio, ranked #258.

Cary Street Partners first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.56M in Q1 2026. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Cary Street Partners held 38,386 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.52M as of Q2 2026.
Cary Street Partners sold 479 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $43.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Cary Street Partners's portfolio in Q2 2026, its #258 holding.
Cary Street Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.56M in Q1 2026.
258 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's 13F filing for Q2 2026, filed 17 Jul 2026.