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

Cyndeo 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 Q2	$6.74M	Buy	73,603 +54,006	+276%	+$4.94M	0.32%	90
2026 Q1	$1.8M	Buy	19,597 +6,043	+45%	+$553K	0.09%	178
2025 Q4	$1.24M	Buy	13,554 +3,396	+33%	+$311K	0.07%	215
2025 Q3	$932K	Buy	10,158 +666	+7%	+$61K	0.05%	244
2025 Q2	$871K	Sell	9,492 -1,113	-10%	-$102K	0.05%	244
2025 Q1	$973K	Sell	10,605 -125	-1%	-$11.4K	0.06%	216
2024 Q4	$981K	Sell	10,730 -14,475	-57%	-$1.33M	0.07%	217
2024 Q3	$2.31M	Sell	25,205 -1,338	-5%	-$123K	0.16%	153
2024 Q2	$2.44M	Sell	26,543 -113	-0.4%	-$10.4K	0.19%	140
2024 Q1	$2.45M	Buy	26,656 +500	+2%	+$45.8K	0.2%	140
2023 Q4	$2.39M	Buy	26,156 +100	+0.4%	+$9.16K	0.22%	123
2023 Q3	$2.39M	Buy	+26,056	New	+$2.39M	0.25%	108

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

Cyndeo Wealth Partners's BIL Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 276% in Q2 2026, buying an estimated $4.94M and bringing the position to 73,603 shares worth $6.74M. The position accounts for 0.32% of the portfolio, ranked #90.

Cyndeo Wealth Partners first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Cyndeo Wealth Partners held 73,603 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.74M as of Q2 2026.
Cyndeo Wealth Partners bought 54,006 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.94M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.32% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #90 holding.
Cyndeo Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
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 Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.