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

Equitable Holdings’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	$11.9M	Sell	119,241 -39,258	-25%	-$3.9M	0.07%	257
2026 Q1	$15.7M	Buy	158,499 +18,734	+13%	+$1.86M	0.1%	188
2025 Q4	$13.9M	Buy	139,765 +21,970	+19%	+$2.18M	0.09%	188
2025 Q3	$11.7M	Buy	117,795 +9,972	+9%	+$990K	0.09%	197
2025 Q2	$10.7M	Sell	107,823 -3,300	-3%	-$328K	0.09%	195
2025 Q1	$11.1M	Buy	111,123 +8,026	+8%	+$797K	0.1%	167
2024 Q4	$10.2M	Buy	103,097 +35,325	+52%	+$3.51M	0.1%	172
2024 Q3	$6.75M	Buy	67,772 +2,861	+4%	+$284K	0.07%	225
2024 Q2	$6.45M	Sell	64,911 -3,297	-5%	-$327K	0.07%	219
2024 Q1	$6.78M	Sell	68,208 -6,356	-9%	-$631K	0.08%	193
2023 Q4	$7.39M	Buy	74,564 +4,819	+7%	+$478K	0.09%	176
2023 Q3	$6.93M	Sell	69,745 -1,233	-2%	-$122K	0.1%	159
2023 Q2	$7.06M	Sell	70,978 -34,643	-33%	-$3.44M	0.1%	149
2023 Q1	$10.5M	Buy	+105,621	New	+$10.5M	0.17%	104

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

Equitable Holdings's BILS Position: Q2 2026 in Review

Equitable Holdings reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 25% in Q2 2026, selling an estimated $3.9M and leaving 119,241 shares worth $11.9M. The position accounts for 0.07% of the portfolio, ranked #257.

Equitable Holdings first reported a position in BILS in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.7M in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Equitable Holdings held 119,241 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $11.9M as of Q2 2026.
Equitable Holdings sold 39,258 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $3.9M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.07% of Equitable Holdings's portfolio in Q2 2026, its #257 holding.
Equitable Holdings first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Equitable Holdings's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $15.7M in Q1 2026.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.