Culbertson A N & Co’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Culbertson A N & Co’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	$3.15M	Sell	34,327 -5,687	-14%	-$520K	0.37%	63
2026 Q1	$3.67M	Buy	40,014 +2,957	+8%	+$271K	0.48%	56
2025 Q4	$3.39M	Buy	37,057 +13,307	+56%	+$1.22M	0.46%	56
2025 Q3	$2.18M	Buy	23,750 +14,885	+168%	+$1.36M	0.31%	68
2025 Q2	$813K	Buy	8,865 +2,535	+40%	+$232K	0.12%	96
2025 Q1	$581K	Buy	6,330 +3,685	+139%	+$338K	0.09%	106
2024 Q4	$242K	Buy	+2,645	New	+$242K	0.04%	122

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

Culbertson A N & Co's BIL Position: Q2 2026 in Review

Culbertson A N & Co reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q2 2026, selling an estimated $520K and leaving 34,327 shares worth $3.15M. The position accounts for 0.37% of the portfolio, ranked #63.

Culbertson A N & Co first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.67M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Culbertson A N & Co held 34,327 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.15M as of Q2 2026.
Culbertson A N & Co sold 5,687 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $520K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.37% of Culbertson A N & Co's portfolio in Q2 2026, its #63 holding.
Culbertson A N & Co first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Culbertson A N & Co's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.67M in Q1 2026.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.