Elevate Capital Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Elevate Capital Advisors’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	$257K	Sell	2,802 -49,913	-95%	-$4.57M	0.14%	74
2026 Q1	$4.83M	Buy	52,715 +17,024	+48%	+$1.56M	3.12%	8
2025 Q4	$3.26M	Sell	35,691 -38,691	-52%	-$3.54M	2.16%	14
2025 Q3	$6.82M	Buy	74,382 +48,966	+193%	+$4.49M	4.76%	1
2025 Q2	$2.33M	Buy	25,416 +23,016	+959%	+$2.11M	1.86%	19
2025 Q1	$220K	Buy	+2,400	New	+$220K	0.2%	56

Other funds holding BIL

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

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

Elevate Capital Advisors's BIL Position: Q2 2026 in Review

Elevate Capital Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 95% in Q2 2026, selling an estimated $4.57M and leaving 2,802 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #74.

Elevate Capital Advisors first reported a position in BIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.82M in Q3 2025. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Elevate Capital Advisors held 2,802 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $257K as of Q2 2026.
Elevate Capital Advisors sold 49,913 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.57M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.14% of Elevate Capital Advisors's portfolio in Q2 2026, its #74 holding.
Elevate Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Elevate Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.82M in Q3 2025.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.