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

Clarity Financial’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	$3.9M	Buy	42,579 +14,906	+54%	+$1.36M	0.33%	41
2026 Q1	$2.54M	Sell	27,673 -14,974	-35%	-$1.37M	0.28%	40
2025 Q4	$3.9M	Sell	42,647 -1,268	-3%	-$116K	0.36%	40
2025 Q3	$4.03M	Sell	43,915 -18,711	-30%	-$1.71M	0.4%	39
2025 Q2	$5.74M	Buy	62,626 +20,602	+49%	+$1.89M	0.62%	37
2025 Q1	$3.85M	Sell	42,024 -27,824	-40%	-$2.55M	0.44%	40
2024 Q4	$6.39M	Sell	69,848 -84,976	-55%	-$7.78M	0.76%	37
2024 Q3	$14.2M	Buy	154,824 +19,341	+14%	+$1.77M	1.65%	23
2024 Q2	$12.4M	Buy	135,483 +8,545	+7%	+$783K	1.84%	22
2024 Q1	$11.7M	Buy	126,938 +503	+0.4%	+$46.1K	1.76%	23
2023 Q4	$11.6M	Sell	126,435 -13,446	-10%	-$1.23M	2%	20
2023 Q3	$12.8M	Sell	139,881 -916,066	-87%	-$83.9M	2.16%	17
2023 Q2	$97M	Buy	1,055,947 +993,444	+1,589%	+$91M	13.8%	2
2023 Q1	$5.74M	Sell	62,503 -1,270,301	-95%	-$116M	21.2%	1
2022 Q4	$122M	Buy	1,332,804 +384,933	+41%	+$35.2M	23.54%	1
2022 Q3	$86.8M	Buy	947,871 +911,184	+2,484%	+$83.3M	20.31%	1
2022 Q2	$3.36M	Buy	36,687 +21,037	+134%	+$1.92M	0.73%	36
2022 Q1	$1.43M	Sell	15,650 -1,208	-7%	-$110K	0.29%	43
2021 Q4	$1.54M	Sell	16,858 -2,093	-11%	-$191K	0.24%	58
2021 Q3	$1.73M	Sell	18,951 -2,248	-11%	-$206K	0.28%	59
2021 Q2	$1.94M	Sell	21,199 -1,198	-5%	-$110K	0.37%	52
2021 Q1	$2.05M	Sell	22,397 -1,604	-7%	-$147K	0.42%	54
2020 Q4	$2.2M	Buy	+24,001	New	+$2.2M	0.53%	47

Other funds holding BIL

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

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

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

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clarity Financial's BIL Position: Q2 2026 in Review

Clarity Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 54% in Q2 2026, buying an estimated $1.36M and bringing the position to 42,579 shares worth $3.9M. The position accounts for 0.33% of the portfolio, ranked #41.

Clarity Financial first reported a position in BIL in Q4 2020 and has held it in 23 quarters since. The position peaked at $122M in Q4 2022. 798 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Clarity Financial held 42,579 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.9M as of Q2 2026.
Clarity Financial bought 14,906 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.36M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.33% of Clarity Financial's portfolio in Q2 2026, its #41 holding.
Clarity Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 23 quarters since.
Clarity Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $122M in Q4 2022.
798 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.