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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$10.4M Sell
105,026
-13,352
-11% -$1.33M 1.96% 13
2025
Q3
$11.8M Buy
118,378
+10,175
+9% +$1.01M 2.31% 11
2025
Q2
$10.8M Buy
108,203
+18,102
+20% +$1.8M 2.26% 13
2025
Q1
$8.96M Buy
90,101
+41,527
+85% +$4.12M 2.03% 13
2024
Q4
$4.82M Buy
48,574
+23,665
+95% +$2.35M 1.15% 24
2024
Q3
$2.48M Buy
24,909
+9,409
+61% +$934K 0.58% 43
2024
Q2
$1.54M Hold
15,500
0.39% 51
2024
Q1
$1.54M Buy
+15,500
New +$1.54M 0.41% 48

Other funds holding BILS

Long Run Wealth Advisors's BILS Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 11% in Q4 2025, selling an estimated $1.33M and leaving 105,026 shares worth $10.4M. The position accounts for 1.96% of the portfolio, ranked #13.

Long Run Wealth Advisors first reported a position in BILS in Q1 2024 and has held it in 8 quarters since. The position peaked at $11.8M in Q3 2025. 270 funds tracked by Wall St. Rank hold BILS as of Q4 2025.

  • Long Run Wealth Advisors held 105,026 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $10.4M as of Q4 2025.
  • Long Run Wealth Advisors sold 13,352 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2025, an estimated $1.33M.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 1.96% of Long Run Wealth Advisors's portfolio in Q4 2025, its #13 holding.
  • Long Run Wealth Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and has held it in 8 quarters since.
  • Long Run Wealth Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $11.8M in Q3 2025.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.