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 Q2	$5.61M	Buy	61,213 +8,676	+17%	+$794K	0.1%	173
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 $1.89T 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

AlphaCore Capital's BIL Position: Q2 2026 in Review

AlphaCore Capital increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 17% in Q2 2026, buying an estimated $794K and bringing the position to 61,213 shares worth $5.61M. The position accounts for 0.1% of the portfolio, ranked #173.

AlphaCore Capital first reported a position in BIL in Q4 2019 and has held it in 11 quarters since. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

AlphaCore Capital held 61,213 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.61M as of Q2 2026.
AlphaCore Capital bought 8,676 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $794K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of AlphaCore Capital's portfolio in Q2 2026, its #173 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 11 quarters since.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.