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

Fortis Capital 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	$6.19M	Sell	67,532 -143,530	-68%	-$13.1M	0.7%	25
2026 Q1	$19.3M	Buy	211,062 +48,814	+30%	+$4.47M	2.53%	9
2025 Q4	$14.8M	Buy	162,248 +29,224	+22%	+$2.68M	2.19%	10
2025 Q3	$12.2M	Sell	133,024 -143,839	-52%	-$13.2M	1.93%	13
2025 Q2	$25.4M	Buy	276,863 +41,065	+17%	+$3.76M	4.54%	7
2025 Q1	$21.6M	Buy	235,798 +142,591	+153%	+$13.1M	4.39%	7
2024 Q4	$8.56M	Buy	93,207 +20,290	+28%	+$1.86M	2.92%	6
2024 Q3	$6.69M	Sell	72,917 -44,938	-38%	-$4.12M	2.24%	8
2024 Q2	$10.8M	Buy	117,855 +19,310	+20%	+$1.77M	3.9%	6
2024 Q1	$9.05M	Sell	98,545 -36,126	-27%	-$3.31M	3.81%	6
2023 Q4	$12.3M	Buy	134,671 +94,076	+232%	+$8.61M	6.58%	4
2023 Q3	$3.73M	Sell	40,595 -12,717	-24%	-$1.17M	2.39%	8
2023 Q2	$4.9M	Sell	53,312 -80,913	-60%	-$7.41M	2.87%	8
2023 Q1	$12.3M	Sell	134,225 -42,378	-24%	-$3.88M	6.59%	3
2022 Q4	$16.2M	Buy	+176,603	New	+$16.2M	9.61%	2

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

Fortis Capital Advisors's BIL Position: Q2 2026 in Review

Fortis Capital Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 68% in Q2 2026, selling an estimated $13.1M and leaving 67,532 shares worth $6.19M. The position accounts for 0.7% of the portfolio, ranked #25.

Fortis Capital Advisors first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.4M in Q2 2025. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Fortis Capital Advisors held 67,532 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.19M as of Q2 2026.
Fortis Capital Advisors sold 143,530 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $13.1M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.7% of Fortis Capital Advisors's portfolio in Q2 2026, its #25 holding.
Fortis Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Fortis Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $25.4M in Q2 2025.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.