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

Benedict Financial 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	$15.2M	Buy	165,744 +9,792	+6%	+$896K	2.95%	6
2026 Q1	$14.3M	Sell	155,952 -1,785	-1%	-$163K	2.97%	4
2025 Q4	$14.4M	Buy	157,737 +3,680	+2%	+$337K	3.04%	3
2025 Q3	$14.1M	Buy	154,057 +576	+0.4%	+$52.8K	3.06%	4
2025 Q2	$14.1M	Buy	153,481 +16,476	+12%	+$1.51M	3.19%	3
2025 Q1	$12.6M	Buy	137,005 +40,831	+42%	+$3.74M	2.91%	4
2024 Q4	$8.79M	Buy	96,174 +20,412	+27%	+$1.87M	2.13%	6
2024 Q3	$6.96M	Buy	75,762 +11,282	+17%	+$1.03M	1.64%	14
2024 Q2	$5.92M	Buy	64,480 +37,959	+143%	+$3.48M	1.5%	15
2024 Q1	$2.43M	Buy	26,521 +721	+3%	+$66K	0.62%	59
2023 Q4	$2.36M	Sell	25,800 -787	-3%	-$72.1K	0.64%	60
2023 Q3	$2.44M	Buy	26,587 +567	+2%	+$52K	0.71%	53
2023 Q2	$2.39M	Buy	26,020 +5,748	+28%	+$527K	0.66%	55
2023 Q1	$1.86M	Buy	+20,272	New	+$1.86M	0.52%	67

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

Benedict Financial Advisors's BIL Position: Q2 2026 in Review

Benedict Financial Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.3% in Q2 2026, buying an estimated $896K and bringing the position to 165,744 shares worth $15.2M. The position accounts for 2.95% of the portfolio, ranked #6.

Benedict Financial Advisors first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Benedict Financial Advisors held 165,744 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $15.2M as of Q2 2026.
Benedict Financial Advisors bought 9,792 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $896K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.95% of Benedict Financial Advisors's portfolio in Q2 2026, its #6 holding.
Benedict Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
1,288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.