Optivise Advisory Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.45M Buy
+26,722
New +$2.45M 1.2% 17
2026
Q2
– Sell
-27,903
Closed -$2.56M – 230
2026
Q1
$2.56M Buy
+27,903
New +$2.55M 1.55% 12
2024
Q3
– Sell
-20,592
Closed -$1.89M – 168
2024
Q2
$1.89M Buy
+20,592
New +$1.89M 1.02% 23

Other funds holding BIL

Optivise Advisory Services's BIL Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026: 26,722 shares worth $2.45M. The stake represents 1.2% of the portfolio and ranks #17 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in BIL as recently as Q1 2026.

Optivise Advisory Services first reported a position in BIL in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.56M in Q1 2026. 419 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

  • Optivise Advisory Services held 26,722 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.45M as of Q3 2026.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Optivise Advisory Services position in Q3 2026.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.2% of Optivise Advisory Services's portfolio in Q3 2026, its #17 holding.
  • Optivise Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 3 quarters since.
  • Optivise Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.56M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.