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Hofer & Associates’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Hofer & Associates’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
Q3 		– Sell
-2,534
Closed -$252K – 87
2026
Q2 		$252K Hold
2,534
– – 0.12% 61
2026
Q1 		$252K Hold
2,534
– – 0.14% 55
2025
Q4 		$251K Hold
2,534
– – 0.13% 57
2025
Q3 		$252K Sell
2,534
-405
-14% -$40.2K 0.14% 53
2025
Q2 		$292K Sell
2,939
-388
-12% -$38.5K 0.18% 45
2025
Q1 		$331K Buy
3,327
+773
+30% +$76.8K 0.22% 45
2024
Q4 		$253K Buy
2,554
+39
+2% +$3.87K 0.17% 53
2024
Q3 		$250K Buy
+2,515
New +$250K 0.17% 53

Other funds holding BILS

DFC
DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hofer & Associates's BILS Position: Q3 2026 in Review

Hofer & Associates sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2026, closing a stake of 2,534 shares — an estimated $252K sold.

Hofer & Associates first reported a position in BILS in Q3 2024 and held it in 8 quarters. The position peaked at $331K in Q1 2025. 18 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

  • Hofer & Associates reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 2,534 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2026, an estimated $252K.
  • Hofer & Associates first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2024 and held it in 8 quarters.
  • Hofer & Associates's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $331K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.