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

Summit Financial’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	$10.7M	Sell	116,457 -35,968	-24%	-$3.29M	0.14%	141
2025 Q4	$13.9M	Buy	152,425 +35,956	+31%	+$3.29M	0.2%	95
2025 Q3	$10.7M	Sell	116,469 -138,847	-54%	-$12.7M	0.16%	115
2025 Q2	$23.4M	Buy	255,316 +250,490	+5,190%	+$22.9M	0.53%	35
2025 Q1	$443K	Buy	+4,826	New	+$442K	0.01%	538
2024 Q3	–	Sell	-11,532	Closed	-$1.06M	–	540
2024 Q2	$1.06M	Sell	11,532 -3,764	-25%	-$345K	0.05%	216
2024 Q1	$1.4M	Buy	15,296 +519	+4%	+$47.5K	0.08%	145
2023 Q4	$1.35M	Sell	14,777 -6,029	-29%	-$552K	0.09%	140
2023 Q3	$1.91M	Sell	20,806 -396	-2%	-$36.3K	0.14%	94
2023 Q2	$1.95M	Buy	+21,202	New	+$1.94M	0.14%	93

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

Summit Financial's BIL Position: Q1 2026 in Review

Summit Financial reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 24% in Q1 2026, selling an estimated $3.29M and leaving 116,457 shares worth $10.7M. The position accounts for 0.14% of the portfolio, ranked #141.

Summit Financial first reported a position in BIL in Q2 2023 and has held it in 10 quarters since. The position peaked at $23.4M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Summit Financial held 116,457 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $10.7M as of Q1 2026.
Summit Financial sold 35,968 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $3.29M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.14% of Summit Financial's portfolio in Q1 2026, its #141 holding.
Summit Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 10 quarters since.
Summit Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $23.4M in Q2 2025.
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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.