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 Q3	$420K	Sell	8,407 -3,081	-27%	-$154K	0.01%	575
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return

Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return

Spire Wealth Management's XBIL Position: Q3 2026 in Review

Spire Wealth Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 27% in Q3 2026, selling an estimated $154K and leaving 8,407 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #575.

Spire Wealth Management first reported a position in XBIL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q4 2024. 66 funds tracked by Wall St. Rank hold XBIL as of Q3 2026.

Spire Wealth Management held 8,407 shares of US Treasury 6 Month Bill ETF worth $420K as of Q3 2026.
Spire Wealth Management sold 3,081 US Treasury 6 Month Bill ETF shares in Q3 2026, an estimated $154K.
US Treasury 6 Month Bill ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #575 holding.
Spire Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and has held it in 8 quarters since.
Spire Wealth Management's US Treasury 6 Month Bill ETF position peaked at $1.29M in Q4 2024.
66 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.