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

Summit Investment Advisory Services’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	$225K	Hold	2,266	–	–	0.06%	83
2026 Q1	$225K	Hold	2,266	–	–	0.08%	78
2025 Q4	$225K	Hold	2,266	–	–	0.08%	79
2025 Q3	$226K	Hold	2,266	–	–	0.09%	70
2025 Q2	$225K	Sell	2,266 -251	-10%	-$24.9K	0.1%	65
2025 Q1	$250K	Hold	2,517	–	–	0.12%	59
2024 Q4	$250K	Buy	+2,517	New	+$250K	0.13%	60

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

Summit Investment Advisory Services's BILS Position: Q2 2026 in Review

Summit Investment Advisory Services held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q2 2026 at 2,266 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #83.

Summit Investment Advisory Services first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q1 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Summit Investment Advisory Services held 2,266 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $225K as of Q2 2026.
Summit Investment Advisory Services left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.06% of Summit Investment Advisory Services's portfolio in Q2 2026, its #83 holding.
Summit Investment Advisory Services first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Summit Investment Advisory Services's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $250K in Q1 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 Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.