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

Prospera Financial Services’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	$1.41M	Buy	14,169 +2,450	+21%	+$243K	0.02%	625
2026 Q1	$1.17M	Sell	11,719 -600	-5%	-$59.6K	0.02%	655
2025 Q4	$1.22M	Sell	12,319 -3,575	-22%	-$355K	0.02%	619
2025 Q3	$1.58M	Buy	15,894 +790	+5%	+$78.5K	0.03%	540
2025 Q2	$1.5M	Buy	15,104 +1,151	+8%	+$114K	0.03%	533
2025 Q1	$1.39M	Sell	13,953 -1,549	-10%	-$154K	0.03%	477
2024 Q4	$1.54M	Buy	15,502 +2,125	+16%	+$211K	0.04%	428
2024 Q3	$1.33M	Sell	13,377 -10,370	-44%	-$1.03M	0.03%	436
2024 Q2	$2.36M	Sell	23,747 -1,505	-6%	-$149K	0.07%	301
2024 Q1	$2.51M	Sell	25,252 -74,976	-75%	-$7.44M	0.07%	292
2023 Q4	$9.93M	Sell	100,228 -37,846	-27%	-$3.75M	0.33%	59
2023 Q3	$13.7M	Buy	138,074 +43,511	+46%	+$4.32M	0.53%	36
2023 Q2	$9.41M	Buy	+94,563	New	+$9.39M	0.36%	56

Other funds holding BILS

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

GCA

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Prospera Financial Services increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 21% in Q2 2026, buying an estimated $243K and bringing the position to 14,169 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #625.

Prospera Financial Services first reported a position in BILS in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.7M in Q3 2023. 37 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Prospera Financial Services held 14,169 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.41M as of Q2 2026.
Prospera Financial Services bought 2,450 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $243K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #625 holding.
Prospera Financial Services first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
Prospera Financial Services's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $13.7M in Q3 2023.
37 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

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