Steward Partners Investment Advisory’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Steward Partners Investment Advisory’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	$45.8M	Buy	500,304 +70,642	+16%	+$6.47M	0.23%	82
2026 Q1	$39.4M	Sell	429,662 -88,359	-17%	-$8.09M	0.2%	93
2025 Q4	$47.3M	Buy	518,021 +126,136	+32%	+$11.5M	0.26%	72
2025 Q3	$36M	Buy	391,885 +43,418	+12%	+$3.98M	0.21%	91
2025 Q2	$32M	Buy	348,467 +75,814	+28%	+$6.94M	0.25%	80
2025 Q1	$25M	Sell	272,653 -15,044	-5%	-$1.38M	0.22%	95
2024 Q4	$26.3M	Buy	287,697 +20,414	+8%	+$1.87M	0.23%	90
2024 Q3	$24.5M	Buy	267,283 +2,882	+1%	+$264K	0.23%	95
2024 Q2	$24.3M	Buy	264,401 +95,171	+56%	+$8.72M	0.26%	82
2024 Q1	$15.5M	Buy	169,230 +21,884	+15%	+$2M	0.17%	121
2023 Q4	$13.5M	Buy	147,346 +57,711	+64%	+$5.28M	0.18%	125
2023 Q3	$8.23M	Sell	89,635 -671	-0.7%	-$61.5K	0.13%	171
2023 Q2	$8.29M	Sell	90,306 -95,630	-51%	-$8.76M	0.12%	174
2023 Q1	$17.1M	Sell	185,936 -156,000	-46%	-$14.3M	0.27%	84
2022 Q4	$31.3M	Buy	341,936 +25,520	+8%	+$2.34M	0.53%	32
2022 Q3	$29M	Buy	316,416 +93,134	+42%	+$8.52M	0.54%	29
2022 Q2	$20.4M	Buy	223,282 +7,727	+4%	+$707K	0.37%	58
2022 Q1	$19.7M	Buy	215,555 +20,821	+11%	+$1.9M	0.31%	72
2021 Q4	$17.8M	Buy	194,734 +3,475	+2%	+$318K	0.27%	82
2021 Q3	$17.5M	Buy	191,259 +26,582	+16%	+$2.43M	0.3%	75
2021 Q2	$15.1M	Buy	164,677 +98,185	+148%	+$8.98M	0.25%	86
2021 Q1	$6.08M	Buy	66,492 +1,788	+3%	+$164K	0.11%	205
2020 Q4	$5.92M	Sell	64,704 -1,559	-2%	-$143K	0.13%	171
2020 Q3	$6.06M	Buy	66,263 +113	+0.2%	+$10.3K	0.15%	154
2020 Q2	$6.05M	Buy	66,150 +31,105	+89%	+$2.85M	0.17%	142
2020 Q1	$3.21M	Buy	35,045 +20,305	+138%	+$1.86M	0.12%	189
2019 Q4	$1.35M	Buy	14,740 +6,850	+87%	+$627K	0.04%	377
2019 Q3	$722K	Buy	7,890 +4,990	+172%	+$457K	0.02%	494
2019 Q2	$265K	Sell	2,900 -228	-7%	-$20.9K	0.01%	731
2019 Q1	$286K	Sell	3,128 -2,180	-41%	-$200K	0.01%	651
2018 Q4	$485K	Buy	5,308 +3,247	+158%	+$297K	0.02%	496
2018 Q3	$189K	Buy	2,061 +120	+6%	+$11K	0.01%	736
2018 Q2	$178K	Buy	1,941 +1,845	+1,922%	+$169K	0.01%	681
2018 Q1	$8K	Sell	96 -579	-86%	-$53K	﹤0.01%	1634
2017 Q4	$61K	Sell	675 -1	-0.1%	-$91	﹤0.01%	768
2017 Q3	$61K	Buy	676 +579	+597%	+$53K	0.01%	644
2017 Q2	$8K	Hold	97	–	–	﹤0.01%	1096
2017 Q1	$8K	Buy	+97	New	+$8.87K	﹤0.01%	988

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

Steward Partners Investment Advisory's BIL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 16% in Q2 2026, buying an estimated $6.47M and bringing the position to 500,304 shares worth $45.8M. The position accounts for 0.23% of the portfolio, ranked #82.

Steward Partners Investment Advisory first reported a position in BIL in Q1 2017 and has held it in 38 quarters since. The position peaked at $47.3M in Q4 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Steward Partners Investment Advisory held 500,304 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $45.8M as of Q2 2026.
Steward Partners Investment Advisory bought 70,642 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.47M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.23% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #82 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2017 and has held it in 38 quarters since.
Steward Partners Investment Advisory's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $47.3M in Q4 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.