EFS
BILS icon

Essex Financial Services’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Essex Financial Services’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
Q1 		$3.34M Buy
33,633
+3,089
+10% +$307K 0.19% 114
2025
Q4 		$3.03M Buy
30,544
+1,349
+5% +$134K 0.17% 123
2025
Q3 		$2.91M Buy
29,195
+8,966
+44% +$890K 0.17% 125
2025
Q2 		$2.01M Buy
20,229
+1,200
+6% +$119K 0.13% 153
2025
Q1 		$1.89M Buy
19,029
+3,725
+24% +$370K 0.14% 148
2024
Q4 		$1.52M Sell
15,304
-698
-4% -$69.3K 0.11% 170
2024
Q3 		$1.59M Buy
16,002
+1,455
+10% +$144K 0.11% 168
2024
Q2 		$1.44M Buy
+14,547
New +$1.44M 0.11% 179

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.36B AUM 18.37% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return