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

United Capital Financial Advisors’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	$15.3M	Sell	167,261 -111,796	-40%	-$10.2M	0.09%	176
2025 Q4	$25.5M	Buy	279,057 +12,388	+5%	+$1.13M	0.15%	116
2025 Q3	$24.5M	Sell	266,669 -4,848	-2%	-$444K	0.18%	108
2025 Q2	$24.9M	Buy	271,517 +178,154	+191%	+$16.3M	0.2%	100
2025 Q1	$8.56M	Sell	93,363 -102,884	-52%	-$9.42M	0.07%	207
2024 Q4	$17.9M	Buy	196,247 +122,813	+167%	+$11.2M	0.15%	122
2024 Q3	$6.74M	Buy	73,434 +7,693	+12%	+$705K	0.06%	220
2024 Q2	$6.03M	Sell	65,741 -1,896	-3%	-$174K	0.05%	236
2024 Q1	$6.21M	Buy	67,637 +7,300	+12%	+$669K	0.05%	243
2023 Q4	$5.51M	Sell	60,337 -787	-1%	-$72.1K	0.05%	271
2023 Q3	$5.61M	Buy	61,124 +6	+0%	+$550	0.04%	286
2023 Q2	$5.61M	Sell	61,118 -6,595	-10%	-$604K	0.03%	297
2023 Q1	$6.22M	Sell	67,713 -143,106	-68%	-$13.1M	0.03%	297
2022 Q4	$19.3M	Buy	210,819 +179,415	+571%	+$16.4M	0.11%	173
2022 Q3	$2.88M	Sell	31,404 -7,885	-20%	-$721K	0.02%	412
2022 Q2	$3.6M	Buy	39,289 +19,017	+94%	+$1.74M	0.02%	392
2022 Q1	$1.85M	Sell	20,272 -2,880	-12%	-$263K	0.01%	538
2021 Q4	$2.12M	Sell	23,152 -2,520	-10%	-$230K	0.01%	528
2021 Q3	$2.35M	Sell	25,672 -8,991	-26%	-$822K	0.01%	496
2021 Q2	$3.17M	Sell	34,663 -4,891	-12%	-$447K	0.02%	452
2021 Q1	$3.62M	Buy	39,554 +5,258	+15%	+$481K	0.02%	404
2020 Q4	$3.14M	Sell	34,296 -340,602	-91%	-$31.2M	0.02%	422
2020 Q3	$34.3M	Sell	374,898 -542,320	-59%	-$49.6M	0.22%	102
2020 Q2	$84M	Sell	917,218 -1,364,691	-60%	-$125M	0.61%	23
2020 Q1	$209M	Buy	2,281,909 +2,145,237	+1,570%	+$196M	1.73%	10
2019 Q4	$12.5M	Sell	136,672 -133,195	-49%	-$12.2M	0.08%	270
2019 Q3	$24.7M	Sell	269,867 -2,584,107	-91%	-$237M	0.17%	132
2019 Q2	$261M	Buy	2,853,974 +2,269,893	+389%	+$208M	1.72%	9
2019 Q1	$53.5M	Sell	584,081 -361,820	-38%	-$33.1M	0.38%	57
2018 Q4	$86.5M	Buy	945,901 +816,046	+628%	+$74.7M	0.69%	22
2018 Q3	$11.9M	Sell	129,855 -125,662	-49%	-$11.5M	0.08%	261
2018 Q2	$23.4M	Sell	255,517 -49,715	-16%	-$4.55M	0.17%	131
2018 Q1	$27.9M	Buy	305,232 +107,424	+54%	+$9.83M	0.21%	109
2017 Q4	$18.1M	Buy	197,808 +24,380	+14%	+$2.23M	0.14%	167
2017 Q3	$15.9M	Sell	173,428 -151,525	-47%	-$13.9M	0.13%	181
2017 Q2	$29.7M	Sell	324,953 -291,582	-47%	-$26.7M	0.27%	86
2017 Q1	$56.4M	Buy	616,535 +272,083	+79%	+$24.9M	0.53%	33
2016 Q4	$31.5M	Sell	344,452 -128,309	-27%	-$11.7M	0.31%	69
2016 Q3	$43.2M	Sell	472,761 -58,811	-11%	-$5.38M	0.42%	43
2016 Q2	$48.9M	Sell	531,572 -156,706	-23%	-$14.3M	0.5%	31
2016 Q1	$62.9M	Sell	688,278 -551,380	-44%	-$50.4M	0.69%	21
2015 Q4	$113M	Sell	1,239,658 -750,618	-38%	-$68.6M	1.3%	8
2015 Q3	$182M	Buy	1,990,276 +1,776,987	+833%	+$162M	2.18%	5
2015 Q2	$19.5M	Buy	213,289 +54,018	+34%	+$4.94M	0.23%	101
2015 Q1	$14.6M	Sell	159,271 -874,863	-85%	-$80M	0.18%	135
2014 Q4	$94.6M	Buy	1,034,134 +928,495	+879%	+$84.9M	1.42%	6
2014 Q3	$9.67M	Buy	105,639 +25,919	+33%	+$2.37M	0.17%	154
2014 Q2	$7.3M	Sell	79,720 -37,918	-32%	-$3.47M	0.14%	194
2014 Q1	$10.8M	Buy	117,638 +89,323	+315%	+$8.18M	0.23%	101
2013 Q4	$2.59M	Buy	+28,315	New	+$2.59M	0.09%	208