Beese Fulmer Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Beese Fulmer Investment Management’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	$1.84M	Buy	20,053 +3,758	+23%	+$344K	0.11%	118
2026 Q1	$1.49M	Sell	16,295 -25	-0.2%	-$2.29K	0.1%	123
2025 Q4	$1.49M	Buy	16,320 +7,662	+88%	+$701K	0.1%	118
2025 Q3	$794K	Buy	8,658 +3,071	+55%	+$281K	0.05%	155
2025 Q2	$512K	Buy	+5,587	New	+$512K	0.04%	175
2022 Q3	–	Sell	-2,442	Closed	-$223K	–	210
2022 Q2	$223K	Hold	2,442	–	–	0.03%	204
2022 Q1	$223K	Hold	2,442	–	–	0.02%	211
2021 Q4	$223K	Sell	2,442 -150	-6%	-$13.7K	0.02%	220
2021 Q3	$237K	Hold	2,592	–	–	0.03%	203
2021 Q2	$237K	Hold	2,592	–	–	0.03%	196
2021 Q1	$237K	Buy	+2,592	New	+$237K	0.03%	198

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

Beese Fulmer Investment Management's BIL Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 23% in Q2 2026, buying an estimated $344K and bringing the position to 20,053 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #118.

Beese Fulmer Investment Management first reported a position in BIL in Q1 2021 and has held it in 11 quarters since. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Beese Fulmer Investment Management held 20,053 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.84M as of Q2 2026.
Beese Fulmer Investment Management bought 3,758 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $344K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #118 holding.
Beese Fulmer Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and has held it in 11 quarters since.
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 Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.