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

Berkeley Capital Partners’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	$5.66M	Buy	61,789 +35,394	+134%	+$3.24M	1.17%	15
2026 Q1	$2.42M	Buy	26,395 +23,953	+981%	+$2.19M	0.56%	31
2025 Q4	$223K	Buy	+2,442	New	+$224K	0.05%	179
2025 Q3	–	Sell	-2,230	Closed	-$205K	–	190
2025 Q2	$205K	Sell	2,230 -200	-8%	-$18.3K	0.05%	167
2025 Q1	$223K	Buy	2,430 +150	+7%	+$13.7K	0.06%	156
2024 Q4	$208K	Sell	2,280 -180	-7%	-$16.5K	0.06%	167
2024 Q3	$226K	Buy	+2,460	New	+$225K	0.06%	154
2024 Q2	–	Sell	-2,385	Closed	-$219K	–	163
2024 Q1	$219K	Buy	+2,385	New	+$218K	0.07%	155

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

Berkeley Capital Partners's BIL Position: Q2 2026 in Review

Berkeley Capital Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 134% in Q2 2026, buying an estimated $3.24M and bringing the position to 61,789 shares worth $5.66M. The position accounts for 1.17% of the portfolio, ranked #15.

Berkeley Capital Partners first reported a position in BIL in Q1 2024 and has held it in 8 quarters since. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Berkeley Capital Partners held 61,789 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.66M as of Q2 2026.
Berkeley Capital Partners bought 35,394 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.24M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.17% of Berkeley Capital Partners's portfolio in Q2 2026, its #15 holding.
Berkeley Capital Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 8 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 Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.