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

Berkshire Bank’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	$945K	Buy	10,307 +2,954	+40%	+$270K	0.18%	80
2026 Q1	$674K	Sell	7,353 -6,555	-47%	-$600K	0.14%	90
2025 Q4	$1.27M	Sell	13,908 -6,421	-32%	-$588K	0.26%	70
2025 Q3	$1.87M	Sell	20,329 -13,293	-40%	-$1.22M	0.4%	51
2025 Q2	$3.08M	Sell	33,622 -927	-3%	-$84.9K	0.7%	37
2025 Q1	$3.17M	Buy	34,549 +450	+1%	+$41.2K	0.77%	32
2024 Q4	$3.12M	Buy	34,099 +14,723	+76%	+$1.35M	0.73%	35
2024 Q3	$1.78M	Sell	19,376 -545	-3%	-$49.9K	0.42%	55
2024 Q2	$1.83M	Sell	19,921 -2,166	-10%	-$198K	0.46%	49
2024 Q1	$2.03M	Buy	22,087 +177	+0.8%	+$16.2K	0.5%	45
2023 Q4	$2M	Sell	21,910 -635	-3%	-$58.1K	0.53%	43
2023 Q3	$2.07M	Sell	22,545 -1,621	-7%	-$149K	0.6%	40
2023 Q2	$2.22M	Buy	24,166 +20,065	+489%	+$1.84M	0.61%	41
2023 Q1	$377K	Buy	+4,101	New	+$376K	0.11%	104

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Berkshire Bank's BIL Position: Q2 2026 in Review

Berkshire Bank increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 40% in Q2 2026, buying an estimated $270K and bringing the position to 10,307 shares worth $945K. The position accounts for 0.18% of the portfolio, ranked #80.

Berkshire Bank first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.17M in Q1 2025. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Berkshire Bank held 10,307 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $945K as of Q2 2026.
Berkshire Bank bought 2,954 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $270K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.18% of Berkshire Bank's portfolio in Q2 2026, its #80 holding.
Berkshire Bank 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.
Berkshire Bank's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.17M in Q1 2025.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.