Thrive Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Thrive Wealth Management’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	$263K	Buy	+2,866	New	+$262K	0.03%	214
2026 Q1	–	Sell	-3,561	Closed	-$325K	–	236
2025 Q4	$325K	Sell	3,561 -321	-8%	-$29.4K	0.05%	167
2025 Q3	$356K	Sell	3,882 -87	-2%	-$7.97K	0.05%	163
2025 Q2	$364K	Buy	3,969 +5	+0.1%	+$458	0.06%	151
2025 Q1	$364K	Buy	3,964 +333	+9%	+$30.5K	0.07%	141
2024 Q4	$332K	Sell	3,631 -842	-19%	-$77.1K	0.06%	146
2024 Q3	$411K	Sell	4,473 -16	-0.4%	-$1.47K	0.08%	136
2024 Q2	$412K	Buy	4,489 +15	+0.3%	+$1.37K	0.08%	134
2024 Q1	$411K	Buy	4,474 +933	+26%	+$85.5K	0.08%	128
2023 Q4	$324K	Sell	3,541 -1,595	-31%	-$146K	0.07%	136
2023 Q3	$472K	Buy	5,136 +183	+4%	+$16.8K	0.13%	98
2023 Q2	$455K	Buy	4,953 +272	+6%	+$24.9K	0.12%	103
2023 Q1	$430K	Buy	+4,681	New	+$429K	0.11%	110

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Thrive Wealth Management's BIL Position: Q2 2026 in Review

Thrive Wealth Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 2,866 shares worth $263K. The stake represents 0.03% of the portfolio and ranks #214 among its holdings. This is a return to the name: Thrive Wealth Management previously reported a position in BIL as recently as Q4 2025.

Thrive Wealth Management first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. The position peaked at $472K in Q3 2023. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Thrive Wealth Management held 2,866 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $263K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Thrive Wealth Management position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #214 holding.
Thrive Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 13 quarters since.
Thrive Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $472K in Q3 2023.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.