HighTower Advisors
BILS icon

HighTower Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

HighTower Advisors’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
2026
Q1 		$19.5M Buy
196,124
+18,858
+11% +$1.87M 0.02% 626
2025
Q4 		$17.6M Buy
177,266
+12,928
+8% +$1.28M 0.02% 653
2025
Q3 		$16.4M Buy
164,338
+72,900
+80% +$7.24M 0.02% 667
2025
Q2 		$9.09M Buy
91,438
+6,760
+8% +$671K 0.01% 842
2025
Q1 		$8.42M Buy
84,678
+2,830
+3% +$281K 0.01% 837
2024
Q4 		$8.12M Sell
81,848
-2,118
-3% -$210K 0.01% 833
2024
Q3 		$8.34M Buy
83,966
+76,886
+1,086% +$7.63M 0.01% 819
2024
Q2 		$702K Sell
7,080
-438
-6% -$43.4K ﹤0.01% 2078
2024
Q1 		$745K Sell
7,518
-886
-11% -$87.9K ﹤0.01% 1997
2023
Q4 		$832K Buy
8,404
+1,247
+17% +$124K ﹤0.01% 1940
2023
Q3 		$711K Buy
+7,157
New +$710K ﹤0.01% 1981
2023
Q2 		– Sell
-104,080
Closed -$10.4M – 3459
2023
Q1 		$10.4M Buy
+104,080
New +$10.3M 0.02% 620

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.36B AUM 18.37% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return