Studio Investment Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Studio Investment Management’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	$716K	Sell	7,208 -352	-5%	-$34.9K	0.12%	106
2026 Q1	$752K	Sell	7,560 -1,032	-12%	-$103K	0.14%	101
2025 Q4	$852K	Buy	8,592 +1,471	+21%	+$146K	0.16%	88
2025 Q3	$709K	Sell	7,121 -4,852	-41%	-$482K	0.13%	104
2025 Q2	$1.19M	Sell	11,973 -6,137	-34%	-$609K	0.24%	65
2025 Q1	$1.8M	Sell	18,110 -28,145	-61%	-$2.8M	0.37%	54
2024 Q4	$4.59M	Buy	46,255 +696	+2%	+$69.1K	0.98%	27
2024 Q3	$4.54M	Buy	45,559 +4,093	+10%	+$406K	0.95%	33
2024 Q2	$4.12M	Buy	41,466 +4,725	+13%	+$469K	0.94%	32
2024 Q1	$3.65M	Buy	36,741 +7,831	+27%	+$777K	0.87%	36
2023 Q4	$2.87M	Sell	28,910 -3,424	-11%	-$340K	0.73%	42
2023 Q3	$3.21M	Buy	32,334 +7,332	+29%	+$728K	0.9%	36
2023 Q2	$2.49M	Buy	25,002 +24,746	+9,666%	+$2.46M	0.7%	40
2023 Q1	$25.5K	Buy	+256	New	+$25.4K	0.01%	171

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

Studio Investment Management's BILS Position: Q2 2026 in Review

Studio Investment Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 4.7% in Q2 2026, selling an estimated $34.9K and leaving 7,208 shares worth $716K. The position accounts for 0.12% of the portfolio, ranked #106.

Studio Investment Management first reported a position in BILS in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.59M in Q4 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Studio Investment Management held 7,208 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $716K as of Q2 2026.
Studio Investment Management sold 352 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $34.9K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.12% of Studio Investment Management's portfolio in Q2 2026, its #106 holding.
Studio Investment Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Studio Investment Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $4.59M in Q4 2024.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.