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 Q2	$3.36M	Buy	33,795 +162	+0.5%	+$16.1K	0.17%	129
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 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 22.9% 1-Year Est. Return

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

Essex Financial Services increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 0.48% in Q2 2026, buying an estimated $16.1K and bringing the position to 33,795 shares worth $3.36M. The position accounts for 0.17% of the portfolio, ranked #129.

Essex Financial Services first reported a position in BILS in Q2 2024 and has held it in 9 quarters since. 282 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Essex Financial Services held 33,795 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $3.36M as of Q2 2026.
Essex Financial Services bought 162 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $16.1K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.17% of Essex Financial Services's portfolio in Q2 2026, its #129 holding.
Essex Financial Services first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
282 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

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