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

Win 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	$574K	Sell	6,261 -48,786	-89%	-$4.46M	0.2%	59
2026 Q1	$5.04M	Buy	55,047 +51,026	+1,269%	+$4.67M	2.31%	14
2025 Q4	$367K	Sell	4,021 -22,473	-85%	-$2.06M	0.16%	66
2025 Q3	$2.43M	Buy	+26,494	New	+$2.43M	1.18%	18
2025 Q2	–	Sell	-98,882	Closed	-$9.07M	–	53
2025 Q1	$9.07M	Buy	98,882 +55,262	+127%	+$5.06M	4.66%	8
2024 Q4	$3.99M	Buy	+43,620	New	+$3.99M	1.93%	17
2024 Q3	–	Sell	-43,275	Closed	-$3.97M	–	59
2024 Q2	$3.97M	Buy	43,275 +29,432	+213%	+$2.7M	1.77%	19
2024 Q1	$1.27M	Buy	+13,843	New	+$1.27M	0.56%	27
2023 Q4	–	Sell	-86,433	Closed	-$7.94M	–	58
2023 Q3	$7.94M	Sell	86,433 -254,211	-75%	-$23.3M	3.89%	12
2023 Q2	$38.4M	Sell	340,644 -1,705,419	-83%	-$156M	51.34%	1
2023 Q1	$188M	Buy	2,046,063 +444,543	+28%	+$40.7M	74.67%	1
2022 Q4	$146M	Sell	1,601,520 -861,540	-35%	-$78.8M	54.84%	1
2022 Q3	$226M	Buy	2,463,060 +2,463,053	+35,186,471%	+$225M	83.32%	1
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	150
2022 Q1	$1K	Buy	+7	New	+$640	﹤0.01%	192

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Win Advisors's BIL Position: Q2 2026 in Review

Win Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 89% in Q2 2026, selling an estimated $4.46M and leaving 6,261 shares worth $574K. The position accounts for 0.2% of the portfolio, ranked #59.

Win Advisors first reported a position in BIL in Q1 2022 and has held it in 15 quarters since. The position peaked at $226M in Q3 2022. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Win Advisors held 6,261 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $574K as of Q2 2026.
Win Advisors sold 48,786 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.46M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.2% of Win Advisors's portfolio in Q2 2026, its #59 holding.
Win Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 15 quarters since.
Win Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $226M in Q3 2022.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.