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
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: Q1 2026 in Review

Summit Financial increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 3.4% in Q1 2026, buying an estimated $8.54K and bringing the position to 2,646 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Summit Financial first reported a position in BILS in Q3 2025 and has held it in 3 quarters since. The position peaked at $313K in Q3 2025. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

  • Summit Financial held 2,646 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $263K as of Q1 2026.
  • Summit Financial bought 86 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $8.54K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1244 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 3 quarters since.
  • Summit Financial's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $313K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.