Dynamic Advisor Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Dynamic Advisor Solutions’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 Q3	$1.08M	Buy	+11,767	New	+$1.08M	0.03%	444
2025 Q4	–	Sell	-3,095	Closed	-$284K	–	939
2025 Q3	$284K	Sell	3,095 -24,108	-89%	-$2.21M	0.01%	789
2025 Q2	$2.5M	Sell	27,203 -1,925	-7%	-$176K	0.08%	258
2025 Q1	$2.67M	Buy	+29,128	New	+$2.67M	0.09%	232
2024 Q4	–	Sell	-41,125	Closed	-$3.78M	–	668
2024 Q3	$3.78M	Sell	41,125 -17,744	-30%	-$1.63M	0.11%	205
2024 Q2	$5.4M	Sell	58,869 -8,905	-13%	-$816K	0.17%	152
2024 Q1	$6.22M	Buy	67,774 +65,394	+2,748%	+$5.99M	0.21%	129
2023 Q4	$218K	Sell	2,380 -23,770	-91%	-$2.18M	0.01%	815
2023 Q3	$2.4M	Sell	26,150 -29,020	-53%	-$2.66M	0.11%	208
2023 Q2	$5.07M	Sell	55,170 -18,535	-25%	-$1.7M	0.26%	114
2023 Q1	$6.77M	Sell	73,705 -26,016	-26%	-$2.38M	0.4%	59
2022 Q4	$9.12M	Sell	99,721 -8,832	-8%	-$808K	0.62%	31
2022 Q3	$9.9M	Buy	+108,553	New	+$9.9M	0.76%	23
2021 Q1	–	Sell	-2,912	Closed	-$267K	–	694
2020 Q4	$267K	Sell	2,912 -4,077	-58%	-$373K	0.03%	518
2020 Q3	$640K	Buy	+6,989	New	+$640K	0.07%	270
2020 Q1	–	Sell	-59,026	Closed	-$5.4M	–	497
2019 Q4	$5.4M	Buy	59,026 +1,372	+2%	+$126K	0.74%	27
2019 Q3	$5.28M	Sell	57,654 -2,370	-4%	-$217K	0.82%	23
2019 Q2	$5.5M	Sell	60,024 -83,524	-58%	-$7.64M	0.88%	22
2019 Q1	$13.1M	Buy	143,548 +16,134	+13%	+$1.48M	2.48%	4
2018 Q4	$11.7M	Buy	127,414 +41,724	+49%	+$3.82M	2.48%	2
2018 Q3	$7.85M	Buy	+85,690	New	+$7.84M	1.63%	5

Other funds holding BIL

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Dynamic Advisor Solutions's BIL Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026: 11,767 shares worth $1.08M. The stake represents 0.03% of the portfolio and ranks #444 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in BIL as recently as Q3 2025.

Dynamic Advisor Solutions first reported a position in BIL in Q3 2018 and has held it in 21 quarters since. The position peaked at $13.1M in Q1 2019. 264 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Dynamic Advisor Solutions held 11,767 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.08M as of Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Dynamic Advisor Solutions position in Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #444 holding.
Dynamic Advisor Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and has held it in 21 quarters since.
Dynamic Advisor Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $13.1M in Q1 2019.
264 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.