Financial Advocates Investment Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-129,678	Closed	-$12.9M	–	144
2025 Q2	$12.9M	Sell	129,678 -1,468	-1%	-$146K	1.05%	18
2025 Q1	$13M	Buy	131,146 +2,922	+2%	+$290K	0.91%	22
2024 Q4	$12.7M	Buy	128,224 +10,093	+9%	+$1M	0.72%	24
2024 Q3	$11.8M	Buy	118,131 +17,854	+18%	+$1.77M	0.66%	30
2024 Q2	$9.96M	Buy	100,277 +21,398	+27%	+$2.12M	0.62%	30
2024 Q1	$7.84M	Buy	78,879 +13,569	+21%	+$1.35M	0.45%	53
2023 Q4	$6.47M	Buy	65,310 +8,613	+15%	+$855K	0.42%	58
2023 Q3	$5.64M	Buy	56,697 +13,721	+32%	+$1.36M	0.41%	64
2023 Q2	$4.27M	Buy	42,976 +21,387	+99%	+$2.12M	0.3%	82
2023 Q1	$2.15M	Buy	+21,589	New	+$2.15M	0.15%	156

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Financial Advocates Investment Management's BILS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2025, closing a stake of 129,678 shares — an estimated $12.9M sold.

Financial Advocates Investment Management first reported a position in BILS in Q1 2023 and held it in 10 quarters. The position peaked at $13M in Q1 2025. 266 funds tracked by Wall St. Rank hold BILS as of Q3 2025.

Financial Advocates Investment Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 129,678 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2025, an estimated $12.9M.
Financial Advocates Investment Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 10 quarters.
Financial Advocates Investment Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $13M in Q1 2025.
266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.