Strategic Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Strategic Investment Advisors’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	$33.6M	Sell	366,203 -30,223	-8%	-$2.77M	2.03%	10
2026 Q1	$36.3M	Buy	396,426 +104,357	+36%	+$9.55M	2.51%	9
2025 Q4	$26.7M	Buy	292,069 +290,011	+14,092%	+$26.6M	2.31%	9
2025 Q3	$19.6M	Sell	2,058 -216,809	-99%	-$19.9M	1.76%	10
2025 Q2	$20.1M	Sell	218,867 -22,782	-9%	-$2.09M	1.95%	11
2025 Q1	$22.2M	Buy	241,649 +11,365	+5%	+$1.04M	2.35%	9
2024 Q4	$21.1M	Buy	230,284 +29,901	+15%	+$2.74M	2.24%	10
2024 Q3	$18.4M	Buy	200,383 +40,804	+26%	+$3.74M	2.02%	10
2024 Q2	$14.6M	Buy	159,579 +2,283	+1%	+$209K	1.79%	12
2024 Q1	$14.4M	Buy	157,296 +6,922	+5%	+$634K	1.85%	10
2023 Q4	$13.7M	Buy	150,374 +141,285	+1,554%	+$12.9M	1.98%	11
2023 Q3	$835K	Buy	9,089 +2,042	+29%	+$187K	0.14%	108
2023 Q2	$647K	Buy	7,047 +1,515	+27%	+$139K	0.09%	116
2023 Q1	$508K	Buy	5,532 +1,016	+22%	+$93.1K	0.09%	155
2022 Q4	$413K	Sell	4,516 -6,054	-57%	-$554K	0.09%	164
2022 Q3	$968K	Buy	10,570 +4,204	+66%	+$385K	0.22%	79
2022 Q2	$582K	Buy	6,366 +1,099	+21%	+$100K	0.12%	136
2022 Q1	$482K	Buy	5,267 +2,520	+92%	+$230K	0.09%	157
2021 Q4	$251K	Sell	2,747 -1,233	-31%	-$113K	0.05%	182
2021 Q3	$364K	Buy	3,980 +261	+7%	+$23.9K	0.08%	162
2021 Q2	$340K	Sell	3,719 -1,237	-25%	-$113K	0.08%	173
2021 Q1	$453K	Buy	4,956 +1,794	+57%	+$164K	0.12%	145
2020 Q4	$289K	Sell	3,162 -678	-18%	-$62.1K	0.08%	174
2020 Q3	$351K	Sell	3,840 -23,723	-86%	-$2.17M	0.12%	118
2020 Q2	$2.52M	Buy	+27,563	New	+$2.52M	0.95%	31

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

Strategic Investment Advisors's BIL Position: Q2 2026 in Review

Strategic Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.6% in Q2 2026, selling an estimated $2.77M and leaving 366,203 shares worth $33.6M. The position accounts for 2.03% of the portfolio, ranked #10.

Strategic Investment Advisors first reported a position in BIL in Q2 2020 and has held it in 25 quarters since. The position peaked at $36.3M in Q1 2026. 1,296 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Strategic Investment Advisors held 366,203 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $33.6M as of Q2 2026.
Strategic Investment Advisors sold 30,223 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.77M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #10 holding.
Strategic Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 25 quarters since.
Strategic Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $36.3M in Q1 2026.
1,296 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.