Ebert Capital Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Ebert Capital Management’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	$19.6M	Buy	214,227 +39,120	+22%	+$3.58M	17.06%	2
2026 Q2	$16M	Sell	175,107 -41,135	-19%	-$3.76M	15.06%	3
2026 Q1	$19.8M	Sell	216,242 -15,627	-7%	-$1.43M	20.24%	1
2025 Q4	$21.3M	Buy	+231,869	New	+$21.2M	20.55%	1

Other funds holding BIL

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Ebert Capital Management's BIL Position: Q3 2026 in Review

Ebert Capital Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q3 2026, buying an estimated $3.58M and bringing the position to 214,227 shares worth $19.6M. The position accounts for 17.06% of the portfolio, ranked #2.

Ebert Capital Management first reported a position in BIL in Q4 2025 and has held it in 4 quarters since. The position peaked at $21.3M in Q4 2025. 67 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Ebert Capital Management held 214,227 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $19.6M as of Q3 2026.
Ebert Capital Management bought 39,120 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $3.58M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 17.06% of Ebert Capital Management's portfolio in Q3 2026, its #2 holding.
Ebert Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 4 quarters since.
Ebert Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $21.3M in Q4 2025.
67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.