Samara Investment Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Samara Investment Management’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	$6.14M	Sell	61,803 -558	-0.9%	-$55.4K	5.65%	2
2026 Q1	$6.2M	Buy	+62,361	New	+$6.19M	6.43%	2

Other funds holding BILS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Samara Investment Management's BILS Position: Q2 2026 in Review

Samara Investment Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 0.89% in Q2 2026, selling an estimated $55.4K and leaving 61,803 shares worth $6.14M. The position accounts for 5.65% of the portfolio, ranked #2.

Samara Investment Management first reported a position in BILS in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.2M in Q1 2026. 280 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Samara Investment Management held 61,803 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $6.14M as of Q2 2026.
Samara Investment Management sold 558 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $55.4K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 5.65% of Samara Investment Management's portfolio in Q2 2026, its #2 holding.
Samara Investment Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
Samara Investment Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $6.2M in Q1 2026.
280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Samara Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.