Strategic Wealth Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Strategic Wealth Partners’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 Q1	$909K	Buy	9,137 +543	+6%	+$53.9K	0.06%	156
2025 Q4	$853K	Sell	8,594 -467	-5%	-$46.4K	0.06%	163
2025 Q3	$902K	Sell	9,061 -66,704	-88%	-$6.63M	0.07%	167
2025 Q2	$7.53M	Buy	+75,765	New	+$7.52M	0.59%	58
2024 Q4	$8.16M	Sell	82,247 -7,682	-9%	-$763K	0.68%	50
2024 Q3	$8.96M	Sell	89,929 -5,851	-6%	-$581K	0.86%	30
2024 Q2	$9.52M	Buy	95,780 +15,465	+19%	+$1.53M	0.99%	22
2024 Q1	$7.98M	Sell	80,315 -8,143	-9%	-$808K	0.88%	27
2023 Q4	$8.77M	Sell	88,458 -38,272	-30%	-$3.8M	1.08%	17
2023 Q3	$12.6M	Buy	126,730 +35,414	+39%	+$3.51M	1.66%	12
2023 Q2	$9.08M	Buy	91,316 +10,772	+13%	+$1.07M	1.17%	15
2023 Q1	$8.02M	Buy	+80,544	New	+$8M	1.23%	14

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's BILS Position: Q1 2026 in Review

Strategic Wealth Partners increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 6.3% in Q1 2026, buying an estimated $53.9K and bringing the position to 9,137 shares worth $909K. The position accounts for 0.06% of the portfolio, ranked #156.

Strategic Wealth Partners first reported a position in BILS in Q1 2023 and has held it in 12 quarters since. The position peaked at $12.6M in Q3 2023. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Strategic Wealth Partners held 9,137 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $909K as of Q1 2026.
Strategic Wealth Partners bought 543 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $53.9K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.06% of Strategic Wealth Partners's portfolio in Q1 2026, its #156 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Wealth Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $12.6M in Q3 2023.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.