Creative Planning’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Creative Planning’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	$222K	Buy	+2,236	New	+$222K	﹤0.01%	3806
2026 Q1	–	Sell	-3,516	Closed	-$349K	–	4103
2025 Q4	$349K	Buy	+3,516	New	+$349K	﹤0.01%	3138
2025 Q3	–	Sell	-5,500	Closed	-$547K	–	3924
2025 Q2	$547K	Buy	5,500 +1,437	+35%	+$143K	﹤0.01%	2391
2025 Q1	$404K	Buy	+4,063	New	+$404K	﹤0.01%	2491
2024 Q1	–	Sell	-2,453	Closed	-$243K	–	2930
2023 Q4	$243K	Sell	2,453 -325	-12%	-$32.2K	﹤0.01%	2256
2023 Q3	$276K	Buy	2,778 +331	+14%	+$32.9K	﹤0.01%	2003
2023 Q2	$243K	Buy	2,447 +27	+1%	+$2.68K	﹤0.01%	2068
2023 Q1	$241K	Buy	+2,420	New	+$241K	﹤0.01%	1979

Other funds holding BILS

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

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

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

Creative Planning's BILS Position: Q2 2026 in Review

Creative Planning opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026: 2,236 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #3806 among its holdings. This is a return to the name: Creative Planning previously reported a position in BILS as recently as Q4 2025.

Creative Planning first reported a position in BILS in Q1 2023 and has held it in 8 quarters since. The position peaked at $547K in Q2 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Creative Planning held 2,236 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $222K as of Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new Creative Planning position in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3806 holding.
Creative Planning first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 8 quarters since.
Creative Planning's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $547K in Q2 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.