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

Sowell 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	$2.69M	Sell	29,389 -341	-1%	-$31.2K	0.09%	247
2026 Q1	$2.72M	Buy	29,730 +5,878	+25%	+$538K	0.1%	213
2025 Q4	$2.18M	Buy	23,852 +1,777	+8%	+$163K	0.08%	257
2025 Q3	$2.03M	Sell	22,075 -1,645	-7%	-$151K	0.08%	272
2025 Q2	$2.18M	Sell	23,720 -4,322	-15%	-$396K	0.09%	243
2025 Q1	$2.57M	Sell	28,042 -14,443	-34%	-$1.32M	0.12%	180
2024 Q4	$3.88M	Sell	42,485 -6,377	-13%	-$584K	0.2%	115
2024 Q3	$4.49M	Buy	48,862 +29,664	+155%	+$2.72M	0.21%	117
2024 Q2	$1.76M	Buy	19,198 +1,310	+7%	+$120K	0.08%	242
2024 Q1	$1.64M	Sell	17,888 -10,748	-38%	-$985K	0.08%	264
2023 Q4	$2.62M	Sell	28,636 -29,985	-51%	-$2.75M	0.14%	167
2023 Q3	$5.38M	Buy	58,621 +756	+1%	+$69.3K	0.34%	77
2023 Q2	$5.31M	Buy	57,865 +19,914	+52%	+$1.82M	0.3%	80
2023 Q1	$3.48M	Buy	37,951 +13,506	+55%	+$1.24M	0.27%	88
2022 Q4	$2.24M	Sell	24,445 -47,873	-66%	-$4.38M	0.14%	169
2022 Q3	$6.62M	Buy	+72,318	New	+$6.61M	0.67%	24
2022 Q1	–	Sell	-29,037	Closed	-$2.65M	–	200
2021 Q4	$2.65M	Sell	29,037 -269	-0.9%	-$24.6K	0.15%	155
2021 Q3	$2.68M	Buy	29,306 +102	+0.3%	+$9.33K	0.18%	136
2021 Q2	$2.67M	Sell	29,204 -14,548	-33%	-$1.33M	0.18%	144
2021 Q1	$4M	Buy	43,752 +12,794	+41%	+$1.17M	0.14%	140
2020 Q4	$2.83M	Sell	30,958 -8,910	-22%	-$815K	0.12%	150
2020 Q3	$3.65M	Sell	39,868 -58,687	-60%	-$5.37M	0.18%	113
2020 Q2	$9.02M	Buy	98,555 +30,009	+44%	+$2.75M	0.5%	47
2020 Q1	$6.28M	Buy	68,546 +25,834	+60%	+$2.36M	0.46%	47
2019 Q4	$3.9M	Sell	42,712 -10,270	-19%	-$940K	0.3%	69
2019 Q3	$4.85M	Buy	+52,982	New	+$4.85M	0.4%	55
2019 Q1	$2.32M	Buy	25,299 +23,061	+1,030%	+$2.11M	0.26%	88
2018 Q4	$205K	Buy	+2,238	New	+$205K	0.03%	456

Other funds holding BIL

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

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

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

Sowell Financial Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.1% in Q2 2026, selling an estimated $31.2K and leaving 29,389 shares worth $2.69M. The position accounts for 0.09% of the portfolio, ranked #247.

Sowell Financial Services first reported a position in BIL in Q4 2018 and has held it in 28 quarters since. The position peaked at $9.02M in Q2 2020. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Sowell Financial Services held 29,389 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.69M as of Q2 2026.
Sowell Financial Services sold 341 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $31.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #247 holding.
Sowell Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 28 quarters since.
Sowell Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9.02M in Q2 2020.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.