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

Copley 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 Q1	$2.36M	Buy	25,702 +3,567	+16%	+$326K	1.42%	13
2025 Q4	$2.02M	Buy	22,135 +2,073	+10%	+$190K	1.25%	14
2025 Q3	$1.84M	Buy	20,062 +1,831	+10%	+$168K	1.26%	13
2025 Q2	$1.67M	Buy	18,231 +8,676	+91%	+$795K	1.24%	13
2025 Q1	$876K	Buy	9,555 +1,309	+16%	+$120K	0.67%	22
2024 Q4	$754K	Buy	8,246 +2,188	+36%	+$200K	0.58%	28
2024 Q3	$556K	Buy	+6,058	New	+$555K	0.51%	41

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Copley Financial Group's BIL Position: Q1 2026 in Review

Copley Financial Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 16% in Q1 2026, buying an estimated $326K and bringing the position to 25,702 shares worth $2.36M. The position accounts for 1.42% of the portfolio, ranked #13.

Copley Financial Group first reported a position in BIL in Q3 2024 and has held it in 7 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Copley Financial Group held 25,702 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.36M as of Q1 2026.
Copley Financial Group bought 3,567 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $326K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.42% of Copley Financial Group's portfolio in Q1 2026, its #13 holding.
Copley Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 7 quarters since.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.