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 Q2	$1.06M	Buy	10,701 +1,564	+17%	+$155K	0.07%	148
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 $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

Strategic Wealth Partners's BILS Position: Q2 2026 in Review

Strategic Wealth Partners increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 17% in Q2 2026, buying an estimated $155K and bringing the position to 10,701 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #148.

Strategic Wealth Partners first reported a position in BILS in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.6M in Q3 2023. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Strategic Wealth Partners held 10,701 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.06M as of Q2 2026.
Strategic Wealth Partners bought 1,564 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $155K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.07% of Strategic Wealth Partners's portfolio in Q2 2026, its #148 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 13 quarters since.
Strategic Wealth Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $12.6M in Q3 2023.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.