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

Prospera Financial Services’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	$1.52M	Buy	16,573 +8,724	+111%	+$798K	0.02%	599
2026 Q1	$719K	Buy	7,849 +895	+13%	+$81.9K	0.01%	857
2025 Q4	$636K	Buy	6,954 +282	+4%	+$25.8K	0.01%	843
2025 Q3	$612K	Buy	6,672 +842	+14%	+$77.1K	0.01%	861
2025 Q2	$535K	Buy	5,830 +1,164	+25%	+$107K	0.01%	877
2025 Q1	$428K	Sell	4,666 -192	-4%	-$17.6K	0.01%	844
2024 Q4	$444K	Buy	4,858 +1,085	+29%	+$99.4K	0.01%	776
2024 Q3	$346K	Sell	3,773 -2,617	-41%	-$240K	0.01%	866
2024 Q2	$586K	Sell	6,390 -1,127	-15%	-$103K	0.02%	656
2024 Q1	$690K	Sell	7,517 -9,960	-57%	-$912K	0.02%	601
2023 Q4	$1.6M	Sell	17,477 -76,771	-81%	-$7.03M	0.05%	359
2023 Q3	$8.65M	Sell	94,248 -31,193	-25%	-$2.86M	0.33%	63
2023 Q2	$11.5M	Buy	125,441 +38,381	+44%	+$3.52M	0.44%	44
2023 Q1	$7.99M	Buy	87,060 +5,024	+6%	+$460K	0.33%	63
2022 Q4	$7.5M	Buy	+82,036	New	+$7.51M	0.38%	62
2022 Q2	–	Sell	-175	Closed	-$16K	–	1712
2022 Q1	$16K	Buy	+175	New	+$16K	﹤0.01%	1820
2020 Q4	–	Sell	-68	Closed	-$6K	–	769
2020 Q3	$6K	Sell	68 -43,652	-100%	-$4M	﹤0.01%	1230
2020 Q2	$4M	Buy	+43,720	New	+$4M	0.35%	57
2018 Q4	–	Sell	-3,720	Closed	-$341K	–	398
2018 Q3	$341K	Hold	3,720	–	–	0.06%	283
2018 Q2	$341K	Hold	3,720	–	–	0.05%	312
2018 Q1	$341K	Buy	+3,720	New	+$340K	0.05%	304

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

Prospera Financial Services's BIL Position: Q2 2026 in Review

Prospera Financial Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 111% in Q2 2026, buying an estimated $798K and bringing the position to 16,573 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #599.

Prospera Financial Services first reported a position in BIL in Q1 2018 and has held it in 21 quarters since. The position peaked at $11.5M in Q2 2023. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Prospera Financial Services held 16,573 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.52M as of Q2 2026.
Prospera Financial Services bought 8,724 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $798K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #599 holding.
Prospera Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and has held it in 21 quarters since.
Prospera Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.5M in Q2 2023.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.