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

Pacific Capital Wealth 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	$14.4M	Sell	156,775 -4,393	-3%	-$402K	2.17%	7
2026 Q1	$14.8M	Sell	161,168 -1,740	-1%	-$159K	2.48%	7
2025 Q4	$14.9M	Sell	162,908 -3,006	-2%	-$275K	2.55%	9
2025 Q3	$15.2M	Buy	165,914 +29,001	+21%	+$2.66M	2.63%	8
2025 Q2	$12.5M	Sell	136,913 -134,226	-50%	-$12.3M	2.3%	11
2025 Q1	$24.9M	Buy	271,139 +3,238	+1%	+$297K	4.3%	7
2024 Q4	$24.5M	Buy	267,901 +9,863	+4%	+$903K	4.09%	7
2024 Q3	$23.7M	Sell	258,038 -64,745	-20%	-$5.93M	3.98%	7
2024 Q2	$29.6M	Buy	322,783 +154,844	+92%	+$14.2M	5.41%	4
2024 Q1	$15.4M	Buy	167,939 +167,176	+21,910%	+$15.3M	3.63%	8
2023 Q4	$69.7K	Buy	+763	New	+$69.9K	0.02%	110

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pacific Capital Wealth Advisors's BIL Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.7% in Q2 2026, selling an estimated $402K and leaving 156,775 shares worth $14.4M. The position accounts for 2.17% of the portfolio, ranked #7.

Pacific Capital Wealth Advisors first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.6M in Q2 2024. 234 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Pacific Capital Wealth Advisors held 156,775 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $14.4M as of Q2 2026.
Pacific Capital Wealth Advisors sold 4,393 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $402K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.17% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Pacific Capital Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Pacific Capital Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $29.6M in Q2 2024.
234 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.