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

AlphaCore Capital’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 Q1	$4.81M	Buy	52,537 +1,516	+3%	+$139K	0.11%	161
2025 Q4	$4.66M	Buy	51,021 +3,939	+8%	+$361K	0.1%	172
2025 Q3	$4.32M	Buy	47,082 +335	+0.7%	+$30.7K	0.15%	126
2025 Q2	$4.29M	Buy	46,747 +232	+0.5%	+$21.2K	0.16%	110
2025 Q1	$4.27M	Buy	+46,515	New	+$4.26M	0.36%	57
2024 Q1	–	Sell	-21,772	Closed	-$1.99M	–	174
2023 Q4	$1.99M	Buy	21,772 +8,076	+59%	+$740K	0.29%	60
2023 Q3	$1.26M	Hold	13,696	–	–	0.2%	82
2023 Q2	$1.26M	Buy	+13,696	New	+$1.25M	0.2%	87
2020 Q2	–	Sell	-8,947	Closed	-$820K	–	94
2020 Q1	$820K	Sell	8,947 -1,031	-10%	-$94.4K	0.65%	19
2019 Q4	$912K	Buy	+9,978	New	+$913K	0.55%	26

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AlphaCore Capital's BIL Position: Q1 2026 in Review

AlphaCore Capital increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3% in Q1 2026, buying an estimated $139K and bringing the position to 52,537 shares worth $4.81M. The position accounts for 0.11% of the portfolio, ranked #161.

AlphaCore Capital first reported a position in BIL in Q4 2019 and has held it in 10 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

AlphaCore Capital held 52,537 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.81M as of Q1 2026.
AlphaCore Capital bought 1,516 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $139K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of AlphaCore Capital's portfolio in Q1 2026, its #161 holding.
AlphaCore Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 10 quarters since.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.