Superior Planning, LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Superior Planning, LLC’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 Q3	$15.3K	Buy	+167	New	+$15.3K	0.01%	784

Other funds holding BIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Superior Planning, LLC's BIL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026: 167 shares worth $15.3K. The stake represents 0.01% of the portfolio and ranks #784 among its holdings.

1,025 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Superior Planning, LLC held 167 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $15.3K as of Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Superior Planning, LLC position in Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #784 holding.
1,025 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.