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 Q2	$1.6M	Sell	17,408 -8,294	-32%	-$759K	0.96%	19
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 $1.89T 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

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

Copley Financial Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 32% in Q2 2026, selling an estimated $759K and leaving 17,408 shares worth $1.6M. The position accounts for 0.96% of the portfolio, ranked #19.

Copley Financial Group first reported a position in BIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Copley Financial Group held 17,408 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.6M as of Q2 2026.
Copley Financial Group sold 8,294 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $759K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.96% of Copley Financial Group's portfolio in Q2 2026, its #19 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 8 quarters since.
Copley Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.36M in Q1 2026.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.