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

Cooper Financial Group’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 		– Sell
-2,289
Closed -$210K – 455
2026
Q1 		$210K Buy
2,289
+9
+0.4% +$824 0.02% 407
2025
Q4 		$208K Sell
2,280
-19
-0.8% -$1.74K 0.02% 370
2025
Q3 		$211K Buy
+2,299
New +$211K 0.02% 369
2025
Q1 		– Sell
-2,477
Closed -$226K – 383
2024
Q4 		$226K Buy
2,477
+225
+10% +$20.6K 0.03% 357
2024
Q3 		$207K Sell
2,252
-1,089
-33% -$99.8K 0.03% 370
2024
Q2 		$307K Buy
+3,341
New +$306K 0.05% 298

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cooper Financial Group's BIL Position: Q2 2026 in Review

Cooper Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 2,289 shares — an estimated $210K sold.

Cooper Financial Group first reported a position in BIL in Q2 2024 and held it in 6 quarters. The position peaked at $307K in Q2 2024. 293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Cooper Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Cooper Financial Group sold 2,289 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $210K.
  • Cooper Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 6 quarters.
  • Cooper Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $307K in Q2 2024.
  • 293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.