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

Spire Wealth 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
2025 Q3	–	Sell	-1,000	Closed	-$99.4K	–	2369
2025 Q2	$99.4K	Hold	1,000	–	–	﹤0.01%	974
2025 Q1	$99.5K	Hold	1,000	–	–	﹤0.01%	1038
2024 Q4	$99.2K	Hold	1,000	–	–	﹤0.01%	1037
2024 Q3	$99.6K	Hold	1,000	–	–	﹤0.01%	911
2024 Q2	$99.4K	Hold	1,000	–	–	﹤0.01%	895
2024 Q1	$99.4K	Hold	1,000	–	–	﹤0.01%	989
2023 Q4	$99.4K	Hold	1,000	–	–	﹤0.01%	999
2023 Q3	$99.4K	Hold	1,000	–	–	﹤0.01%	956
2023 Q2	$99.5K	Hold	1,000	–	–	﹤0.01%	973
2023 Q1	$99.6K	Buy	+1,000	New	+$99.4K	﹤0.01%	970

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Spire Wealth Management's BILS Position: Q3 2025 in Review

Spire Wealth Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2025, closing a stake of 1,000 shares — an estimated $99.4K sold.

Spire Wealth Management first reported a position in BILS in Q1 2023 and held it in 10 quarters. The position peaked at $99.6K in Q1 2023. 266 funds tracked by Wall St. Rank hold BILS as of Q3 2025.

Spire Wealth Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 1,000 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2025, an estimated $99.4K.
Spire Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 10 quarters.
Spire Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $99.6K in Q1 2023.
266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.