CX Institutional’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

CX Institutional’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	$176K	Hold	1,926	–	–	﹤0.01%	769
2026 Q2	$176K	Buy	1,926 +2	+0.1%	+$183	0.01%	768
2026 Q1	$176K	Sell	1,924 -3,576	-65%	-$327K	0.01%	751
2025 Q4	$503K	Sell	5,500 -10,301	-65%	-$943K	0.02%	420
2025 Q3	$1.45M	Sell	15,801 -785,662	-98%	-$72M	0.04%	245
2025 Q2	$73.5M	Buy	801,463 +793,654	+10,163%	+$72.7M	2.56%	3
2025 Q1	$716K	Sell	7,809 -7,146	-48%	-$654K	0.03%	317
2024 Q4	$1.37M	Buy	14,955 +1,582	+12%	+$145K	0.05%	220
2024 Q3	$1.23M	Sell	13,373 -89,894	-87%	-$8.24M	0.05%	256
2024 Q2	$9.48M	Buy	103,267 +4,880	+5%	+$447K	0.44%	62
2024 Q1	$9.02M	Sell	98,387 -69,220	-41%	-$6.34M	0.43%	60
2023 Q4	$15.3M	Buy	167,607 +11,541	+7%	+$1.06M	0.82%	29
2023 Q3	$14.3M	Buy	156,066 +12,224	+8%	+$1.12M	0.79%	38
2023 Q2	$13.2M	Buy	143,842 +10,073	+8%	+$923K	0.68%	40
2023 Q1	$12.3M	Buy	133,769 +92,659	+225%	+$8.49M	0.65%	34
2022 Q4	$3.76M	Buy	41,110 +38,416	+1,426%	+$3.52M	0.23%	124
2022 Q3	$247K	Sell	2,694 -17,263	-87%	-$1.58M	0.02%	417
2022 Q2	$1.83M	Sell	19,957 -21,456	-52%	-$1.96M	0.14%	182
2022 Q1	$3.79M	Buy	41,413 +13,937	+51%	+$1.27M	0.3%	96
2021 Q4	$2.51M	Sell	27,476 -14,835	-35%	-$1.36M	0.2%	143
2021 Q3	$3.87M	Buy	42,311 +2,658	+7%	+$243K	0.32%	89
2021 Q2	$3.63M	Buy	39,653 +32,005	+418%	+$2.93M	0.3%	93
2021 Q1	$700K	Sell	7,648 -10,036	-57%	-$918K	0.06%	216
2020 Q4	$1.62M	Sell	17,684 -1,468	-8%	-$134K	0.16%	168
2020 Q3	$1.75M	Buy	19,152 +2,746	+17%	+$251K	0.19%	145
2020 Q2	$1.5M	Buy	+16,406	New	+$1.5M	0.2%	131
2019 Q3	–	Sell	-411	Closed	-$38K	–	802
2019 Q2	$38K	Hold	411	–	–	0.01%	339
2019 Q1	$38K	Hold	411	–	–	0.01%	343
2018 Q4	$38K	Buy	+411	New	+$37.6K	0.01%	281

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

CX Institutional's BIL Position: Q3 2026 in Review

CX Institutional held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q3 2026 at 1,926 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

CX Institutional first reported a position in BIL in Q4 2018 and has held it in 29 quarters since. The position peaked at $73.5M in Q2 2025. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

CX Institutional held 1,926 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $176K as of Q3 2026.
CX Institutional left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #769 holding.
CX Institutional first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 29 quarters since.
CX Institutional's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $73.5M in Q2 2025.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.