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

Wellspring 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 		– Sell
-29,332
Closed -$2.69M – 291
2026
Q1 		$2.69M Buy
29,332
+80
+0.3% +$7.32K 0.2% 52
2025
Q4 		$2.67M Sell
29,252
-528
-2% -$48.3K 0.21% 47
2025
Q3 		$2.73M Sell
29,780
-31,957
-52% -$2.93M 0.25% 36
2025
Q2 		$5.66M Sell
61,737
-3
-0% -$275 0.57% 29
2025
Q1 		$5.66M Buy
61,740
+12
+0% +$1.1K 0.63% 24
2024
Q4 		$5.64M Buy
+61,728
New +$5.65M 0.59% 24

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

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

Wellspring Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 29,332 shares — an estimated $2.69M sold.

Wellspring Financial Advisors first reported a position in BIL in Q4 2024 and held it in 6 quarters. The position peaked at $5.66M in Q1 2025. 282 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 29,332 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.69M.
  • Wellspring Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 6 quarters.
  • Wellspring Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.66M in Q1 2025.
  • 282 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.