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

Exit 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	$274K	Sell	2,993 -10,933	-79%	-$1M	0.12%	125
2026 Q1	$1.28M	Sell	13,926 -118,818	-90%	-$10.9M	0.66%	33
2025 Q4	$12.1M	Buy	132,744 +58,960	+80%	+$5.4M	7.17%	1
2025 Q3	$6.77M	Buy	+73,784	New	+$6.76M	4.52%	4

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

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

Exit Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 79% in Q2 2026, selling an estimated $1M and leaving 2,993 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #125.

Exit Wealth Advisors first reported a position in BIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.1M in Q4 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Exit Wealth Advisors held 2,993 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $274K as of Q2 2026.
Exit Wealth Advisors sold 10,933 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Exit Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Exit Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
Exit Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.1M in Q4 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.