Stratos Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Stratos Wealth Partners’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 Q1	$19.9M	Buy	216,658 +78,527	+57%	+$7.19M	0.23%	90
2025 Q4	$12.6M	Sell	138,131 -7,207	-5%	-$660K	0.14%	144
2025 Q3	$13.3M	Buy	145,338 +7,816	+6%	+$716K	0.16%	128
2025 Q2	$12.6M	Buy	137,522 +23,672	+21%	+$2.17M	0.17%	123
2025 Q1	$10.4M	Sell	113,850 -12,240	-10%	-$1.12M	0.16%	131
2024 Q4	$11.5M	Sell	126,090 -10,395	-8%	-$952K	0.16%	124
2024 Q3	$12.5M	Buy	136,485 +30,610	+29%	+$2.8M	0.18%	115
2024 Q2	$9.72M	Buy	105,875 +22,071	+26%	+$2.02M	0.16%	141
2024 Q1	$7.69M	Sell	83,804 -2,424	-3%	-$222K	0.13%	168
2023 Q4	$7.88M	Buy	86,228 +1,933	+2%	+$177K	0.15%	150
2023 Q3	$7.74M	Buy	84,295 +27,885	+49%	+$2.56M	0.17%	133
2023 Q2	$5.18M	Sell	56,410 -94,087	-63%	-$8.62M	0.12%	189
2023 Q1	$13.8M	Buy	150,497 +119,864	+391%	+$11M	0.37%	49
2022 Q4	$2.8M	Sell	30,633 -45,754	-60%	-$4.19M	0.07%	274
2022 Q3	$7M	Sell	76,387 -757,683	-91%	-$69.3M	0.2%	107
2022 Q2	$76.3M	Buy	834,070 +679,156	+438%	+$62.1M	1.92%	5
2022 Q1	$14.2M	Buy	154,914 +108,668	+235%	+$9.93M	0.32%	69
2021 Q4	$4.23M	Buy	46,246 +32,052	+226%	+$2.93M	0.09%	212
2021 Q3	$1.3M	Sell	14,194 -955	-6%	-$87.3K	0.03%	443
2021 Q2	$1.39M	Sell	15,149 -5,373	-26%	-$492K	0.03%	445
2021 Q1	$1.88M	Sell	20,522 -202	-1%	-$18.5K	0.05%	319
2020 Q4	$1.9M	Buy	20,724 +6,031	+41%	+$552K	0.06%	277
2020 Q3	$1.34M	Sell	14,693 -2,781	-16%	-$255K	0.04%	330
2020 Q2	$1.6M	Buy	17,474 +13,811	+377%	+$1.26M	0.06%	298
2020 Q1	$336K	Buy	+3,663	New	+$335K	0.02%	649
2018 Q4	–	Sell	-324	Closed	-$30K	–	989
2018 Q3	$30K	Buy	+324	New	+$29.7K	﹤0.01%	1683
2018 Q2	–	Sell	-483	Closed	-$44K	–	1128
2018 Q1	$44K	Buy	+483	New	+$44.2K	﹤0.01%	1638
2017 Q2	–	Sell	-2,426	Closed	-$222K	–	827
2017 Q1	$222K	Buy	+2,426	New	+$222K	0.01%	690
2016 Q2	–	Sell	-5,906	Closed	-$540K	–	627
2016 Q1	$540K	Buy	+5,906	New	+$540K	0.05%	280

Other funds holding BIL

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

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

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stratos Wealth Partners's BIL Position: Q1 2026 in Review

Stratos Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 57% in Q1 2026, buying an estimated $7.19M and bringing the position to 216,658 shares worth $19.9M. The position accounts for 0.23% of the portfolio, ranked #90.

Stratos Wealth Partners first reported a position in BIL in Q1 2016 and has held it in 29 quarters since. The position peaked at $76.3M in Q2 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Stratos Wealth Partners held 216,658 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $19.9M as of Q1 2026.
Stratos Wealth Partners bought 78,527 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $7.19M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.23% of Stratos Wealth Partners's portfolio in Q1 2026, its #90 holding.
Stratos Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2016 and has held it in 29 quarters since.
Stratos Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $76.3M in Q2 2022.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.