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

Endowment Wealth 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 Q2	$551K	Buy	6,013 +111	+2%	+$10.2K	0.21%	80
2026 Q1	$541K	Buy	5,902 +1,365	+30%	+$125K	0.24%	77
2025 Q4	$415K	Buy	4,537 +326	+8%	+$29.8K	0.19%	90
2025 Q3	$386K	Buy	4,211 +771	+22%	+$70.6K	0.18%	97
2025 Q2	$316K	Sell	3,440 -103	-3%	-$9.43K	0.16%	107
2025 Q1	$325K	Sell	3,543 -3,178	-47%	-$291K	0.21%	96
2024 Q4	$614K	Buy	6,721 +408	+6%	+$37.4K	0.41%	60
2024 Q3	$580K	Buy	6,313 +275	+5%	+$25.2K	0.38%	60
2024 Q2	$554K	Buy	6,038 +87	+1%	+$7.97K	0.4%	61
2024 Q1	$546K	Buy	5,951 +1,012	+20%	+$92.7K	0.41%	60
2023 Q4	$451K	Buy	4,939 +14	+0.3%	+$1.28K	0.38%	63
2023 Q3	$452K	Buy	4,925 +85	+2%	+$7.79K	0.41%	63
2023 Q2	$444K	Sell	4,840 -2	-0%	-$183	0.41%	64
2023 Q1	$441K	Sell	4,842 -572	-11%	-$52.4K	0.44%	62
2022 Q4	$495K	Sell	5,414 -55	-1%	-$5.03K	0.55%	46
2022 Q3	$501K	Sell	5,469 -24	-0.4%	-$2.19K	0.61%	42
2022 Q2	$503K	Buy	5,493 +32	+0.6%	+$2.93K	0.61%	42
2022 Q1	$499K	Sell	5,461 -1,543	-22%	-$141K	0.52%	47
2021 Q4	$640K	Buy	+7,004	New	+$640K	0.65%	31

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

Endowment Wealth Management's BIL Position: Q2 2026 in Review

Endowment Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 6,013 shares worth $551K. The position accounts for 0.21% of the portfolio, ranked #80.

Endowment Wealth Management first reported a position in BIL in Q4 2021 and has held it in 19 quarters since. The position peaked at $640K in Q4 2021. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Endowment Wealth Management held 6,013 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $551K as of Q2 2026.
Endowment Wealth Management bought 111 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $10.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.21% of Endowment Wealth Management's portfolio in Q2 2026, its #80 holding.
Endowment Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and has held it in 19 quarters since.
Endowment Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $640K in Q4 2021.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.