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

Fiduciary Financial Group’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	$7.67M	Buy	83,736 +12,539	+18%	+$1.15M	0.87%	24
2026 Q1	$6.52M	Sell	71,197 -9,391	-12%	-$859K	0.87%	22
2025 Q4	$7.36M	Buy	80,588 +15,559	+24%	+$1.42M	1.04%	23
2025 Q3	$5.97M	Buy	65,029 +2,130	+3%	+$195K	0.94%	24
2025 Q2	$5.75M	Sell	62,899 -8,497	-12%	-$778K	1.04%	24
2025 Q1	$6.53M	Buy	71,396 +16,011	+29%	+$1.47M	1.42%	18
2024 Q4	$5.07M	Buy	55,385 +2,701	+5%	+$247K	1.1%	22
2024 Q3	$4.82M	Buy	52,684 +1,830	+4%	+$168K	1.11%	22
2024 Q2	$4.66M	Buy	+50,854	New	+$4.66M	1.12%	22

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Fiduciary Financial Group's BIL Position: Q2 2026 in Review

Fiduciary Financial Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 18% in Q2 2026, buying an estimated $1.15M and bringing the position to 83,736 shares worth $7.67M. The position accounts for 0.87% of the portfolio, ranked #24.

Fiduciary Financial Group first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Fiduciary Financial Group held 83,736 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.67M as of Q2 2026.
Fiduciary Financial Group bought 12,539 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.15M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.87% of Fiduciary Financial Group's portfolio in Q2 2026, its #24 holding.
Fiduciary Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.