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

Mutual 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	$28.2M	Sell	307,585 -30,475	-9%	-$2.79M	0.53%	29
2026 Q1	$31M	Sell	338,060 -42,293	-11%	-$3.87M	0.66%	19
2025 Q4	$34.8M	Sell	380,353 -65,775	-15%	-$6.02M	0.74%	17
2025 Q3	$40.9M	Sell	446,128 -44,449	-9%	-$4.07M	0.9%	14
2025 Q2	$45M	Buy	490,577 +11,172	+2%	+$1.02M	1.12%	12
2025 Q1	$44M	Buy	479,405 +229,325	+92%	+$21M	1.26%	9
2024 Q4	$22.9M	Sell	250,080 -1,156	-0.5%	-$106K	0.66%	19
2024 Q3	$23M	Buy	251,236 +32,918	+15%	+$3.02M	0.67%	20
2024 Q2	$20M	Sell	218,318 -26,449	-11%	-$2.42M	0.6%	21
2024 Q1	$22.5M	Sell	244,767 -61,651	-20%	-$5.65M	0.72%	16
2023 Q4	$28M	Sell	306,418 -69,648	-19%	-$6.38M	0.97%	11
2023 Q3	$34.5M	Buy	376,066 +115,863	+45%	+$10.6M	1.35%	8
2023 Q2	$23.9M	Buy	260,203 +25,708	+11%	+$2.36M	0.91%	14
2023 Q1	$21.5M	Buy	234,495 +94,021	+67%	+$8.61M	0.88%	13
2022 Q4	$12.8M	Buy	140,474 +53,117	+61%	+$4.86M	0.57%	20
2022 Q3	$8M	Buy	87,357 +70,334	+413%	+$6.43M	0.41%	41
2022 Q2	$1.56M	Buy	17,023 +4,690	+38%	+$429K	0.1%	229
2022 Q1	$1.13M	Buy	12,333 +2,743	+29%	+$251K	0.06%	343
2021 Q4	$877K	Buy	9,590 +1,326	+16%	+$121K	0.05%	422
2021 Q3	$756K	Sell	8,264 -696	-8%	-$63.7K	0.04%	423
2021 Q2	$820K	Buy	8,960 +6,333	+241%	+$579K	0.05%	405
2021 Q1	$240K	Buy	+2,627	New	+$240K	0.02%	682
2020 Q4	–	Sell	-6,426	Closed	-$588K	–	738
2020 Q3	$588K	Buy	+6,426	New	+$588K	0.05%	390
2018 Q4	–	Sell	-3,464	Closed	-$317K	–	435
2018 Q3	$317K	Buy	+3,464	New	+$317K	0.05%	356

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

Mutual Advisors's BIL Position: Q2 2026 in Review

Mutual Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 9% in Q2 2026, selling an estimated $2.79M and leaving 307,585 shares worth $28.2M. The position accounts for 0.53% of the portfolio, ranked #29.

Mutual Advisors first reported a position in BIL in Q3 2018 and has held it in 24 quarters since. The position peaked at $45M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Mutual Advisors held 307,585 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $28.2M as of Q2 2026.
Mutual Advisors sold 30,475 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.79M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.53% of Mutual Advisors's portfolio in Q2 2026, its #29 holding.
Mutual Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and has held it in 24 quarters since.
Mutual Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $45M in Q2 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.