Sage Mountain Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Sage Mountain 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	$803K	Buy	8,764 +2,037	+30%	+$186K	0.05%	111
2026 Q1	$616K	Sell	6,727 -14,895	-69%	-$1.36M	0.04%	123
2025 Q4	$1.98M	Sell	21,622 -3,408	-14%	-$312K	0.1%	104
2025 Q3	$2.3M	Sell	25,030 -20,606	-45%	-$1.89M	0.13%	83
2025 Q2	$4.19M	Sell	45,636 -5,709	-11%	-$523K	0.27%	50
2025 Q1	$4.71M	Buy	51,345 +8,968	+21%	+$821K	0.35%	42
2024 Q4	$3.87M	Sell	42,377 -5,156	-11%	-$472K	0.28%	48
2024 Q3	$4.36M	Sell	47,533 -4,850	-9%	-$444K	0.37%	38
2024 Q2	$4.81M	Sell	52,383 -6,859	-12%	-$628K	0.44%	32
2024 Q1	$5.44M	Sell	59,242 -2,041	-3%	-$187K	0.57%	24
2023 Q4	$5.6M	Buy	61,283 +50,420	+464%	+$4.62M	0.65%	23
2023 Q3	$997K	Sell	10,863 -4,784	-31%	-$438K	0.14%	72
2023 Q2	$1.44M	Sell	15,647 -966	-6%	-$88.5K	0.2%	59
2023 Q1	$1.53M	Sell	16,613 -44,230	-73%	-$4.05M	0.25%	49
2022 Q4	$5.57M	Buy	60,843 +25,898	+74%	+$2.37M	1.27%	14
2022 Q3	$3.2M	Buy	+34,945	New	+$3.2M	0.85%	19
2022 Q1	–	Sell	-4	Closed	–	–	628
2021 Q4	$0	Hold	4	–	–	﹤0.01%	691
2021 Q3	$0	Buy	+4	New	+$366	﹤0.01%	581

Other funds holding BIL

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Sage Mountain Advisors's BIL Position: Q2 2026 in Review

Sage Mountain Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 30% in Q2 2026, buying an estimated $186K and bringing the position to 8,764 shares worth $803K. The position accounts for 0.05% of the portfolio, ranked #111.

Sage Mountain Advisors first reported a position in BIL in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.6M in Q4 2023. 909 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Sage Mountain Advisors held 8,764 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $803K as of Q2 2026.
Sage Mountain Advisors bought 2,037 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $186K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Sage Mountain Advisors's portfolio in Q2 2026, its #111 holding.
Sage Mountain Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2021 and has held it in 18 quarters since.
Sage Mountain Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.6M in Q4 2023.
909 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.