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
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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Financial Gravity Companies's BIL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025: 5,107 shares worth $468K. The stake represents 0.09% of the portfolio and ranks #104 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BIL as recently as Q4 2024.

Financial Gravity Companies first reported a position in BIL in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.69M in Q1 2018. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Financial Gravity Companies held 5,107 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $468K as of Q2 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Financial Gravity Companies position in Q2 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Financial Gravity Companies's portfolio in Q2 2025, its #104 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 6 quarters since.
Financial Gravity Companies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.69M in Q1 2018.
1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.