Spire Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Spire Wealth Management’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	$6.6M	Buy	72,043 +8,463	+13%	+$775K	0.2%	107
2026 Q1	$5.83M	Buy	63,580 +8,287	+15%	+$758K	0.2%	108
2025 Q4	$5.05M	Buy	55,293 +41,506	+301%	+$3.8M	0.17%	121
2025 Q3	$1.26M	Sell	13,787 -12,228	-47%	-$1.12M	0.04%	335
2025 Q2	$2.39M	Sell	26,015 -9,051	-26%	-$829K	0.09%	199
2025 Q1	$3.22M	Buy	35,066 +2,675	+8%	+$245K	0.1%	177
2024 Q4	$2.96M	Sell	32,391 -512	-2%	-$46.9K	0.09%	188
2024 Q3	$3.02M	Sell	32,903 -550	-2%	-$50.4K	0.1%	165
2024 Q2	$3.07M	Sell	33,453 -2,318	-6%	-$212K	0.11%	176
2024 Q1	$3.28M	Sell	35,771 -4,177	-10%	-$383K	0.06%	193
2023 Q4	$3.66M	Sell	39,948 -389,489	-91%	-$35.7M	0.12%	179
2023 Q3	$39.4M	Sell	429,437 -27,104	-6%	-$2.48M	1.5%	9
2023 Q2	$41.9M	Sell	456,541 -17,857	-4%	-$1.64M	1.55%	10
2023 Q1	$43.6M	Buy	474,398 +139,846	+42%	+$12.8M	1.7%	6
2022 Q4	$30.6M	Sell	334,552 -1,061	-0.3%	-$97.1K	1.72%	7
2022 Q3	$30.7M	Buy	335,613 +131,040	+64%	+$12M	1.87%	8
2022 Q2	$18.7M	Buy	204,573 +187,570	+1,103%	+$17.2M	0.77%	22
2022 Q1	$1.55M	Buy	17,003 +66	+0.4%	+$6.03K	0.04%	310
2021 Q4	$1.55M	Sell	16,937 -5,562	-25%	-$509K	0.03%	350
2021 Q3	$2.06M	Sell	22,499 -20	-0.1%	-$1.83K	0.05%	277
2021 Q2	$2.06M	Sell	22,519 -382	-2%	-$34.9K	0.06%	284
2021 Q1	$2.1M	Buy	+22,901	New	+$2.1M	0.06%	268

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

Spire Wealth Management's BIL Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q2 2026, buying an estimated $775K and bringing the position to 72,043 shares worth $6.6M. The position accounts for 0.2% of the portfolio, ranked #107.

Spire Wealth Management first reported a position in BIL in Q1 2021 and has held it in 22 quarters since. The position peaked at $43.6M in Q1 2023. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Spire Wealth Management held 72,043 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.6M as of Q2 2026.
Spire Wealth Management bought 8,463 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $775K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.2% of Spire Wealth Management's portfolio in Q2 2026, its #107 holding.
Spire Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $43.6M in Q1 2023.
1,288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.