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

Financial Gravity Companies’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	$6.42K	Buy	+70	New	+$6.41K	﹤0.01%	648
2025 Q2	$468K	Buy	+5,107	New	+$468K	0.09%	104
2024 Q4	$1.35M	Buy	14,772 +9	+0.1%	+$824	0.31%	73
2024 Q3	$1.36M	Buy	+14,763	New	+$1.35M	0.36%	57
2018 Q4	$2.52M	Buy	+27,527	New	+$2.52M	2.29%	4
2018 Q1	$2.69M	Buy	29,392 +4,094	+16%	+$374K	2.75%	3
2017 Q4	$2.31M	Buy	+25,298	New	+$2.31M	2.66%	2

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

Financial Gravity Companies's BIL Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 70 shares worth $6.42K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BIL as recently as Q2 2025.

Financial Gravity Companies first reported a position in BIL in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.69M in Q1 2018. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Financial Gravity Companies held 70 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.42K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Financial Gravity Companies position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #648 holding.
Financial Gravity Companies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.69M in Q1 2018.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.