Curated Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Curated Wealth Partners’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 Q3	$6.09M	Buy	+66,498	New	+$6.09M	0.5%	22

Other funds holding BIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Curated Wealth Partners's BIL Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026: 66,498 shares worth $6.09M. The stake represents 0.5% of the portfolio and ranks #22 among its holdings.

796 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Curated Wealth Partners held 66,498 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.09M as of Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Curated Wealth Partners position in Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.5% of Curated Wealth Partners's portfolio in Q3 2026, its #22 holding.
796 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.