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

Evolution Wealth 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	$332K	Sell	3,625 -303	-8%	-$27.7K	0.04%	136
2026 Q1	$360K	Sell	3,928 -403	-9%	-$36.9K	0.04%	123
2025 Q4	$396K	Buy	4,331 +6	+0.1%	+$549	0.04%	115
2025 Q3	$397K	Sell	4,325 -2,145	-33%	-$197K	0.05%	112
2025 Q2	$593K	Hold	6,470	–	–	0.09%	91
2025 Q1	$593K	Buy	6,470 +3,976	+159%	+$364K	0.1%	83
2024 Q4	$228K	Buy	+2,494	New	+$228K	0.04%	130
2024 Q3	–	Sell	-3,266	Closed	-$300K	–	138
2024 Q2	$300K	Buy	+3,266	New	+$299K	0.06%	103
2020 Q1	–	Sell	-220	Closed	-$20K	–	347
2019 Q4	$20K	Buy	+220	New	+$20.1K	0.01%	223

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

Evolution Wealth Advisors's BIL Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.7% in Q2 2026, selling an estimated $27.7K and leaving 3,625 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #136.

Evolution Wealth Advisors first reported a position in BIL in Q4 2019 and has held it in 9 quarters since. The position peaked at $593K in Q2 2025. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Evolution Wealth Advisors held 3,625 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $332K as of Q2 2026.
Evolution Wealth Advisors sold 303 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $27.7K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Evolution Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Evolution Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 9 quarters since.
Evolution Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $593K in Q2 2025.
1,288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.