Opulen Financial Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Opulen Financial Group’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$573K	Sell	5,767 -710	-11%	-$70.5K	0.36%	62
2026 Q1	$644K	Sell	6,477 -1,199	-16%	-$119K	0.45%	46
2025 Q4	$762K	Buy	7,676 +281	+4%	+$27.9K	0.55%	41
2025 Q3	$736K	Buy	7,395 +201	+3%	+$20K	0.56%	41
2025 Q2	$715K	Buy	7,194 +704	+11%	+$69.9K	0.59%	38
2025 Q1	$646K	Sell	6,490 -131	-2%	-$13K	0.59%	36
2024 Q4	$657K	Buy	+6,621	New	+$657K	0.6%	38

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Opulen Financial Group's BILS Position: Q2 2026 in Review

Opulen Financial Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 11% in Q2 2026, selling an estimated $70.5K and leaving 5,767 shares worth $573K. The position accounts for 0.36% of the portfolio, ranked #62.

Opulen Financial Group first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $762K in Q4 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Opulen Financial Group held 5,767 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $573K as of Q2 2026.
Opulen Financial Group sold 710 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $70.5K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.36% of Opulen Financial Group's portfolio in Q2 2026, its #62 holding.
Opulen Financial Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Opulen Financial Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $762K in Q4 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.