Founders Financial Securities’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Founders Financial Securities’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	$15.3M	Sell	167,416 -81,941	-33%	-$7.5M	0.79%	24
2026 Q1	$22.8M	Buy	249,357 +92,745	+59%	+$8.49M	1.29%	15
2025 Q4	$14.3M	Buy	156,612 +8,135	+5%	+$745K	0.84%	24
2025 Q3	$13.6M	Sell	148,477 -15,584	-9%	-$1.43M	0.93%	22
2025 Q2	$15M	Sell	164,061 -58,494	-26%	-$5.36M	1.14%	18
2025 Q1	$20.4M	Buy	222,555 +107,691	+94%	+$9.86M	1.73%	12
2024 Q4	$10.5M	Sell	114,864 -1,144	-1%	-$105K	0.95%	25
2024 Q3	$10.7M	Buy	116,008 +3,224	+3%	+$295K	0.98%	28
2024 Q2	$10.4M	Buy	112,784 +2,727	+2%	+$250K	0.98%	27
2024 Q1	$10.1M	Buy	110,057 +1,754	+2%	+$161K	1.06%	24
2023 Q4	$9.9M	Buy	108,303 +8,786	+9%	+$805K	1.1%	24
2023 Q3	$9.14M	Sell	99,517 -31,389	-24%	-$2.88M	1.18%	22
2023 Q2	$12M	Sell	130,906 -125,386	-49%	-$11.5M	1.59%	12
2023 Q1	$23.5M	Sell	256,292 -410,637	-62%	-$37.6M	3.39%	3
2022 Q4	$61M	Sell	666,929 -364,109	-35%	-$33.3M	9.6%	1
2022 Q3	$94.4M	Buy	1,031,038 +185,898	+22%	+$17M	16.71%	1
2022 Q2	$77.3M	Buy	845,140 +682,628	+420%	+$62.4M	15.12%	1
2022 Q1	$14.9M	Buy	162,512 +153,067	+1,621%	+$14M	2.63%	9
2021 Q4	$864K	Buy	+9,445	New	+$864K	0.16%	118
2020 Q3	–	Sell	-301,550	Closed	-$27.6M	–	167
2020 Q2	$27.6M	Sell	301,550 -1,127,358	-79%	-$103M	8.94%	1
2020 Q1	$131M	Buy	+1,428,908	New	+$131M	48.69%	1
2019 Q4	–	Sell	-77,435	Closed	-$7.09M	–	123
2019 Q3	$7.09M	Buy	77,435 +29,925	+63%	+$2.74M	2.26%	17
2019 Q2	$4.35M	Sell	47,510 -6,626	-12%	-$606K	1.43%	25
2019 Q1	$4.96M	Buy	54,136 +13,176	+32%	+$1.21M	1.57%	19
2018 Q4	$3.75M	Buy	40,960 +20,359	+99%	+$1.86M	1.36%	20
2018 Q3	$1.89M	Sell	20,601 -93	-0.4%	-$8.51K	0.52%	32
2018 Q2	$1.9M	Buy	+20,694	New	+$1.89M	0.58%	30

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

Founders Financial Securities's BIL Position: Q2 2026 in Review

Founders Financial Securities reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 33% in Q2 2026, selling an estimated $7.5M and leaving 167,416 shares worth $15.3M. The position accounts for 0.79% of the portfolio, ranked #24.

Founders Financial Securities first reported a position in BIL in Q2 2018 and has held it in 27 quarters since. The position peaked at $131M in Q1 2020. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Founders Financial Securities held 167,416 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $15.3M as of Q2 2026.
Founders Financial Securities sold 81,941 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $7.5M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.79% of Founders Financial Securities's portfolio in Q2 2026, its #24 holding.
Founders Financial Securities first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018 and has held it in 27 quarters since.
Founders Financial Securities's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $131M in Q1 2020.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.