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

Fiduciary Alliance’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	$12.8M	Buy	139,808 +16,658	+14%	+$1.52M	0.97%	18
2026 Q2	$11.3M	Sell	123,150 -38,062	-24%	-$3.48M	0.76%	25
2026 Q1	$14.8M	Buy	161,212 +1,215	+0.8%	+$111K	0.89%	19
2025 Q4	$14.6M	Buy	159,997 +9,541	+6%	+$873K	0.96%	20
2025 Q3	$13.8M	Buy	150,456 +12,093	+9%	+$1.11M	0.92%	21
2025 Q2	$12.7M	Buy	138,363 +26,751	+24%	+$2.45M	0.95%	19
2025 Q1	$10.2M	Buy	111,612 +42,498	+61%	+$3.89M	1.01%	22
2024 Q4	$6.32M	Buy	69,114 +61,440	+801%	+$5.63M	0.64%	44
2024 Q3	$705K	Buy	7,674 +4,644	+153%	+$426K	0.09%	129
2024 Q2	$277K	Sell	3,030 -153	-5%	-$14K	0.05%	175
2024 Q1	$291K	Sell	3,183 -1,907	-37%	-$175K	0.05%	156
2023 Q4	$465K	Buy	5,090 +537	+12%	+$49.2K	0.09%	114
2023 Q3	$418K	Buy	4,553 +2,955	+185%	+$271K	0.1%	115
2023 Q2	$147K	Buy	+1,598	New	+$146K	0.03%	173

Other funds holding BIL

UFF

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

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

IAG

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

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

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

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

Fiduciary Alliance's BIL Position: Q3 2026 in Review

Fiduciary Alliance increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q3 2026, buying an estimated $1.52M and bringing the position to 139,808 shares worth $12.8M. The position accounts for 0.97% of the portfolio, ranked #18.

Fiduciary Alliance first reported a position in BIL in Q2 2023 and has held it in 14 quarters since. The position peaked at $14.8M in Q1 2026. 311 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Fiduciary Alliance held 139,808 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $12.8M as of Q3 2026.
Fiduciary Alliance bought 16,658 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.52M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.97% of Fiduciary Alliance's portfolio in Q3 2026, its #18 holding.
Fiduciary Alliance first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 14 quarters since.
Fiduciary Alliance's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $14.8M in Q1 2026.
311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.