Summit Financial’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$258K Sell
2,597
-49
-2% -$4.87K ﹤0.01% 1402
2026
Q1
$263K Buy
2,646
+86
+3% +$8.54K ﹤0.01% 1244
2025
Q4
$254K Sell
2,560
-580
-18% -$57.6K ﹤0.01% 1144
2025
Q3
$313K Buy
+3,140
New +$312K ﹤0.01% 1044

Other funds holding BILS

Summit Financial's BILS Position: Q2 2026 in Review

Summit Financial reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 1.9% in Q2 2026, selling an estimated $4.87K and leaving 2,597 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Summit Financial first reported a position in BILS in Q3 2025 and has held it in 4 quarters since. The position peaked at $313K in Q3 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Summit Financial held 2,597 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $258K as of Q2 2026.
  • Summit Financial sold 49 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $4.87K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1402 holding.
  • Summit Financial first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $313K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.