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

Key Financial Inc’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	–	Sell	-644	Closed	-$59K	–	1362
2026 Q1	$59K	Buy	644 +610	+1,794%	+$55.8K	0.01%	492
2025 Q4	$3.11K	Sell	34 -8	-19%	-$732	﹤0.01%	1115
2025 Q3	$3.84K	Sell	42 -53	-56%	-$4.86K	﹤0.01%	1099
2025 Q2	$8.71K	Hold	95	–	–	﹤0.01%	895
2025 Q1	$8.71K	Sell	95 -2	-2%	-$183	﹤0.01%	852
2024 Q4	$8.87K	Buy	97 +65	+203%	+$5.95K	﹤0.01%	840
2024 Q3	$2.94K	Sell	32 -980	-97%	-$89.8K	﹤0.01%	1063
2024 Q2	$92.9K	Buy	1,012 +2	+0.2%	+$183	0.02%	349
2024 Q1	$92.7K	Hold	1,010	–	–	0.02%	337
2023 Q4	$92.3K	Hold	1,010	–	–	0.03%	327
2023 Q3	$92.7K	Hold	1,010	–	–	0.03%	312
2023 Q2	$92.7K	Hold	1,010	–	–	0.03%	312
2023 Q1	$92.7K	Buy	1,010 +980	+3,267%	+$89.8K	0.03%	303
2022 Q4	$2.75K	Hold	30	–	–	﹤0.01%	899
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	870
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	869
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	855
2021 Q4	$3K	Buy	+30	New	+$2.74K	﹤0.01%	771

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

Key Financial Inc's BIL Position: Q2 2026 in Review

Key Financial Inc sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 644 shares — an estimated $59K sold.

Key Financial Inc first reported a position in BIL in Q4 2021 and held it in 18 quarters. The position peaked at $92.9K in Q2 2024. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Key Financial Inc reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 644 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $59K.
Key Financial Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and held it in 18 quarters.
Key Financial Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $92.9K in Q2 2024.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.