Principia Wealth Advisory’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-38
Closed -$3.78K 975
2025
Q2
$3.78K Hold
38
﹤0.01% 276
2025
Q1
$3.77K Buy
38
+20
+111% +$1.99K ﹤0.01% 214
2024
Q4
$1.78K Buy
+18
New +$1.79K ﹤0.01% 262

Other funds holding BILS

Principia Wealth Advisory's BILS Position: Q3 2025 in Review

Principia Wealth Advisory sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2025, closing a stake of 38 shares — an estimated $3.78K sold.

Principia Wealth Advisory first reported a position in BILS in Q4 2024 and held it in 3 quarters. The position peaked at $3.78K in Q2 2025. 266 funds tracked by Wall St. Rank hold BILS as of Q3 2025.

  • Principia Wealth Advisory reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 38 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2025, an estimated $3.78K.
  • Principia Wealth Advisory first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and held it in 3 quarters.
  • Principia Wealth Advisory's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.78K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.