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

Essex Financial Services’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	$445K	Sell	4,860 -6,202	-56%	-$568K	0.02%	515
2026 Q1	$1.01M	Buy	11,062 +679	+7%	+$62.1K	0.06%	285
2025 Q4	$949K	Sell	10,383 -1,225	-11%	-$112K	0.05%	294
2025 Q3	$1.07M	Sell	11,608 -4,102	-26%	-$376K	0.06%	250
2025 Q2	$1.44M	Buy	15,710 +2,154	+16%	+$197K	0.09%	194
2025 Q1	$1.24M	Buy	13,556 +2,066	+18%	+$189K	0.09%	199
2024 Q4	$1.05M	Sell	11,490 -961	-8%	-$88K	0.07%	229
2024 Q3	$1.14M	Buy	12,451 +1,517	+14%	+$139K	0.08%	213
2024 Q2	$1M	Buy	10,934 +4,503	+70%	+$413K	0.07%	237
2024 Q1	$590K	Sell	6,431 -418	-6%	-$38.3K	0.05%	295
2023 Q4	$626K	Buy	6,849 +2,567	+60%	+$235K	0.06%	261
2023 Q3	$393K	Buy	+4,282	New	+$392K	0.05%	325

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

Essex Financial Services's BIL Position: Q2 2026 in Review

Essex Financial Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 56% in Q2 2026, selling an estimated $568K and leaving 4,860 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #515.

Essex Financial Services first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q2 2025. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Essex Financial Services held 4,860 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $445K as of Q2 2026.
Essex Financial Services sold 6,202 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $568K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #515 holding.
Essex Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Essex Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.44M in Q2 2025.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.