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

Valeo 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
Q2 		$244K Buy
+2,665
New +$244K 0.01% 691
2020
Q3 		– Sell
-979
Closed -$90K – 1641
2020
Q2 		$90K Buy
979
+920
+1,559% +$84.2K 0.01% 532
2020
Q1 		$5K Buy
+59
New +$5.4K ﹤0.01% 1285

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Valeo Financial Advisors's BIL Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 2,665 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in BIL as recently as Q2 2020.

Valeo Financial Advisors first reported a position in BIL in Q1 2020 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Valeo Financial Advisors held 2,665 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $244K as of Q2 2026.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Valeo Financial Advisors position in Q2 2026.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #691 holding.
  • Valeo Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.