Stifel Financial’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Stifel Financial’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
2026 Q2	$9.36M	Buy	94,191 +4,918	+6%	+$488K	0.01%	1057
2026 Q1	$8.88M	Buy	89,273 +3,810	+4%	+$378K	0.01%	1023
2025 Q4	$8.48M	Buy	85,463 +18,602	+28%	+$1.85M	0.01%	1040
2025 Q3	$6.65M	Buy	66,861 +5,820	+10%	+$578K	0.01%	1152
2025 Q2	$6.07M	Buy	61,041 +11,791	+24%	+$1.17M	0.01%	1143
2025 Q1	$4.9M	Buy	49,250 +25,898	+111%	+$2.57M	0.01%	1203
2024 Q4	$2.32M	Buy	23,352 +5,398	+30%	+$536K	﹤0.01%	1669
2024 Q3	$1.79M	Buy	17,954 +4,650	+35%	+$462K	﹤0.01%	1848
2024 Q2	$1.32M	Buy	13,304 +2,137	+19%	+$212K	﹤0.01%	1990
2024 Q1	$1.11M	Sell	11,167 -3,476	-24%	-$345K	﹤0.01%	2125
2023 Q4	$1.45M	Buy	14,643 +8,939	+157%	+$887K	﹤0.01%	1892
2023 Q3	$567K	Sell	5,704 -2,029	-26%	-$201K	﹤0.01%	2428
2023 Q2	$769K	Buy	+7,733	New	+$768K	﹤0.01%	2246

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial's BILS Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 5.5% in Q2 2026, buying an estimated $488K and bringing the position to 94,191 shares worth $9.36M. The position accounts for 0.01% of the portfolio, ranked #1057.

Stifel Financial first reported a position in BILS in Q2 2023 and has held it in 13 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Stifel Financial held 94,191 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $9.36M as of Q2 2026.
Stifel Financial bought 4,918 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $488K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1057 holding.
Stifel Financial first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.