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

Fortis Group 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	$28.7M	Sell	312,905 -64,721	-17%	-$5.92M	4.58%	1
2026 Q1	$34.6M	Buy	377,626 +98,189	+35%	+$8.99M	5.72%	1
2025 Q4	$25.6M	Sell	279,437 -99,874	-26%	-$9.14M	4.3%	2
2025 Q3	$34.8M	Sell	379,311 -36,335	-9%	-$3.33M	5.99%	1
2025 Q2	$38.1M	Sell	415,646 -52,842	-11%	-$4.84M	6.93%	1
2025 Q1	$43M	Buy	468,488 +16,927	+4%	+$1.55M	8.34%	1
2024 Q4	$41.3M	Buy	451,561 +53,080	+13%	+$4.86M	7.69%	1
2024 Q3	$36.6M	Buy	398,481 +56,444	+17%	+$5.17M	6.76%	1
2024 Q2	$31.4M	Sell	342,037 -59,036	-15%	-$5.41M	6.23%	1
2024 Q1	$36.8M	Sell	401,073 -558,201	-58%	-$51.1M	6.78%	1
2023 Q4	$88.1M	Hold	959,274	–	–	21.81%	1
2023 Q3	$88.1M	Buy	959,274 +141,557	+17%	+$13M	27%	1
2023 Q2	$75.1M	Sell	817,717 -103,566	-11%	-$9.49M	19.93%	1
2023 Q1	$84.6M	Buy	+921,283	New	+$84.4M	25.51%	1
2020 Q3	$26.6M	Buy	+290,460	New	+$26.6M	5.15%	5

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 Group Advisors's BIL Position: Q2 2026 in Review

Fortis Group Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 17% in Q2 2026, selling an estimated $5.92M and leaving 312,905 shares worth $28.7M. The position accounts for 4.58% of the portfolio, ranked #1.

Fortis Group Advisors first reported a position in BIL in Q3 2020 and has held it in 15 quarters since. The position peaked at $88.1M in Q4 2023. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Fortis Group Advisors held 312,905 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $28.7M as of Q2 2026.
Fortis Group Advisors sold 64,721 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $5.92M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.58% of Fortis Group Advisors's portfolio in Q2 2026, its #1 holding.
Fortis Group Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $88.1M in Q4 2023.
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 Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.