Steward Partners Investment Advisory’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.2M Sell
102,348
-44,453
-30% -$4.41M 0.05% 344
2026
Q1
$14.6M Buy
146,801
+83,529
+132% +$8.3M 0.07% 246
2025
Q4
$6.28M Buy
63,272
+26,779
+73% +$2.66M 0.03% 413
2025
Q3
$3.63M Buy
36,493
+2,745
+8% +$273K 0.02% 567
2025
Q2
$3.36M Buy
33,748
+17,477
+107% +$1.74M 0.03% 545
2025
Q1
$1.62M Buy
16,271
+15,859
+3,849% +$1.58M 0.01% 734
2024
Q4
$40.9K Buy
+412
New +$40.9K ﹤0.01% 2440

Other funds holding BILS

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

Steward Partners Investment Advisory reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 30% in Q2 2026, selling an estimated $4.41M and leaving 102,348 shares worth $10.2M. The position accounts for 0.05% of the portfolio, ranked #344.

Steward Partners Investment Advisory first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.6M in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Steward Partners Investment Advisory held 102,348 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $10.2M as of Q2 2026.
  • Steward Partners Investment Advisory sold 44,453 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $4.41M.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #344 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $14.6M in Q1 2026.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

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