Summit Financial Strategies’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Summit Financial Strategies’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	$616K	Buy	6,724 +2,709	+67%	+$248K	0.04%	89
2026 Q1	$368K	Buy	4,015 +141	+4%	+$12.9K	0.03%	116
2025 Q4	$354K	Hold	3,874	–	–	0.03%	114
2025 Q3	$355K	Hold	3,874	–	–	0.03%	114
2025 Q2	$355K	Hold	3,874	–	–	0.03%	110
2025 Q1	$355K	Buy	3,874 +50	+1%	+$4.58K	0.04%	104
2024 Q4	$350K	Hold	3,824	–	–	0.04%	105
2024 Q3	$351K	Buy	3,824 +1,093	+40%	+$100K	0.04%	106
2024 Q2	$251K	Buy	+2,731	New	+$250K	0.03%	119

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

Summit Financial Strategies's BIL Position: Q2 2026 in Review

Summit Financial Strategies increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 67% in Q2 2026, buying an estimated $248K and bringing the position to 6,724 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #89.

Summit Financial Strategies first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Summit Financial Strategies held 6,724 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $616K as of Q2 2026.
Summit Financial Strategies bought 2,709 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $248K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #89 holding.
Summit Financial Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.