LA
BIL icon

LVW Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

LVW Advisors’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 		$1.48M Sell
16,175
-4,555
-22% -$417K 0.13% 99
2026
Q1 		$1.9M Sell
20,730
-8,388
-29% -$768K 0.18% 65
2025
Q4 		$2.66M Sell
29,118
-20,853
-42% -$1.91M 0.27% 50
2025
Q3 		$4.58M Buy
49,971
+180
+0.4% +$16.5K 0.47% 31
2025
Q2 		$4.57M Buy
49,791
+17,536
+54% +$1.61M 0.5% 29
2025
Q1 		$2.96M Buy
32,255
+19,969
+163% +$1.83M 0.35% 41
2024
Q4 		$1.12M Buy
+12,286
New +$1.13M 0.14% 101

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LVW Advisors's BIL Position: Q2 2026 in Review

LVW Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q2 2026, selling an estimated $417K and leaving 16,175 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #99.

LVW Advisors first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.58M in Q3 2025. 273 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • LVW Advisors held 16,175 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.48M as of Q2 2026.
  • LVW Advisors sold 4,555 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $417K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.13% of LVW Advisors's portfolio in Q2 2026, its #99 holding.
  • LVW Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
  • LVW Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.58M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.