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 Q3	$5.35M	Sell	58,329 -15,274	-21%	-$1.4M	0.24%	100
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 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

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 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

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

Cyndeo Wealth Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 21% in Q3 2026, selling an estimated $1.4M and leaving 58,329 shares worth $5.35M. The position accounts for 0.24% of the portfolio, ranked #100.

Cyndeo Wealth Partners first reported a position in BIL in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.74M in Q2 2026. 906 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Cyndeo Wealth Partners held 58,329 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.35M as of Q3 2026.
Cyndeo Wealth Partners sold 15,274 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.4M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.24% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #100 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 13 quarters since.
Cyndeo Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.74M in Q2 2026.
906 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.