SWM
XBIL icon

Spire Wealth Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Spire Wealth Management’s Portfolio XBIL Stock Details XBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Sell
11,488
-385
-3% -$19.3K 0.02% 524
2026
Q1 		$594K Sell
11,873
-162
-1% -$8.12K 0.02% 500
2025
Q4 		$603K Sell
12,035
-3,298
-22% -$165K 0.02% 498
2025
Q3 		$770K Sell
15,333
-2,393
-13% -$120K 0.03% 429
2025
Q2 		$889K Sell
17,726
-6,284
-26% -$315K 0.03% 384
2025
Q1 		$1.2M Sell
24,010
-1,671
-7% -$83.7K 0.04% 364
2024
Q4 		$1.29M Buy
+25,681
New +$1.29M 0.04% 334

Other funds holding XBIL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM

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

Spire Wealth Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 3.2% in Q2 2026, selling an estimated $19.3K and leaving 11,488 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #524.

Spire Wealth Management first reported a position in XBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2024. 14 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Spire Wealth Management held 11,488 shares of US Treasury 6 Month Bill ETF worth $574K as of Q2 2026.
  • Spire Wealth Management sold 385 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $19.3K.
  • US Treasury 6 Month Bill ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #524 holding.
  • Spire Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's US Treasury 6 Month Bill ETF position peaked at $1.29M in Q4 2024.
  • 14 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

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