Valmark Advisers’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
Q2
$8.57M Buy
86,277
+3,944
+5% +$392K 0.09% 102
2026
Q1
$8.19M Buy
82,333
+3,105
+4% +$308K 0.1% 98
2025
Q4
$7.86M Buy
79,228
+1,605
+2% +$159K 0.1% 97
2025
Q3
$7.73M Sell
77,623
-1,567
-2% -$156K 0.1% 92
2025
Q2
$7.87M Buy
79,190
+6,287
+9% +$624K 0.11% 87
2025
Q1
$7.25M Buy
72,903
+41,662
+133% +$4.14M 0.11% 87
2024
Q4
$3.1M Buy
31,241
+18,438
+144% +$1.83M 0.05% 148
2024
Q3
$1.27M Buy
12,803
+4,870
+61% +$484K 0.02% 262
2024
Q2
$788K Buy
7,933
+498
+7% +$49.4K 0.01% 320
2024
Q1
$739K Buy
7,435
+1,814
+32% +$180K 0.01% 316
2023
Q4
$557K Hold
5,621
0.01% 334
2023
Q3
$559K Buy
5,621
+103
+2% +$10.2K 0.01% 309
2023
Q2
$549K Buy
5,518
+2,166
+65% +$215K 0.01% 315
2023
Q1
$334K Buy
+3,352
New +$333K 0.01% 372

Other funds holding BILS

Valmark Advisers's BILS Position: Q2 2026 in Review

Valmark Advisers increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 4.8% in Q2 2026, buying an estimated $392K and bringing the position to 86,277 shares worth $8.57M. The position accounts for 0.09% of the portfolio, ranked #102.

Valmark Advisers first reported a position in BILS in Q1 2023 and has held it in 14 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Valmark Advisers held 86,277 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $8.57M as of Q2 2026.
  • Valmark Advisers bought 3,944 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $392K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.09% of Valmark Advisers's portfolio in Q2 2026, its #102 holding.
  • Valmark Advisers first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.