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

Caldwell Sutter 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	$23.1K	Hold	252	–	–	0.01%	514
2026 Q1	$23.1K	Hold	252	–	–	0.01%	464
2025 Q4	$23K	Hold	252	–	–	0.01%	458
2025 Q3	$23.1K	Hold	252	–	–	0.01%	454
2025 Q2	$23.1K	Hold	252	–	–	0.01%	444
2025 Q1	$23.1K	Hold	252	–	–	0.01%	443
2024 Q4	$23K	Hold	252	–	–	0.01%	459
2024 Q3	$23.1K	Hold	252	–	–	0.01%	466
2024 Q2	$23.1K	Hold	252	–	–	0.01%	466
2024 Q1	$23.1K	Hold	252	–	–	0.01%	456
2023 Q4	$23K	Hold	252	–	–	0.01%	439
2023 Q3	$23.1K	Hold	252	–	–	0.01%	420
2023 Q2	$23.1K	Buy	+252	New	+$23.1K	0.01%	425

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

Caldwell Sutter Capital's BIL Position: Q2 2026 in Review

Caldwell Sutter Capital held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 252 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #514.

Caldwell Sutter Capital first reported a position in BIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.1K in Q3 2023. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Caldwell Sutter Capital held 252 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $23.1K as of Q2 2026.
Caldwell Sutter Capital left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #514 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $23.1K in Q3 2023.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.