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Wealth Enhancement Trust Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Wealth Enhancement Trust Services’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 		$3.96M Buy
43,165
+1,170
+3% +$107K 0.44% 56
2026
Q1 		$3.85M Sell
41,995
-10,787
-20% -$987K 0.47% 52
2025
Q4 		$4.82M Buy
+52,782
New +$4.83M 0.61% 45

Other funds holding BIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Wealth Enhancement Trust Services's BIL Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.8% in Q2 2026, buying an estimated $107K and bringing the position to 43,165 shares worth $3.96M. The position accounts for 0.44% of the portfolio, ranked #56.

Wealth Enhancement Trust Services first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.82M in Q4 2025. 1,038 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Wealth Enhancement Trust Services held 43,165 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.96M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,170 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $107K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.44% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #56 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.82M in Q4 2025.
  • 1,038 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.