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

Fulcrum Equity 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	$1.07M	Buy	11,699 +3,247	+38%	+$297K	0.79%	31
2026 Q1	$775K	Buy	+8,452	New	+$773K	0.75%	34
2025 Q4	–	Sell	-2,333	Closed	-$214K	–	120
2025 Q3	$214K	Sell	2,333 -12,186	-84%	-$1.12M	0.22%	88
2025 Q2	$1.33M	Buy	14,519 +7,761	+115%	+$711K	1.37%	15
2025 Q1	$620K	Buy	+6,758	New	+$619K	0.68%	44
2024 Q4	–	Sell	-4,084	Closed	-$375K	–	115
2024 Q3	$375K	Buy	4,084 +798	+24%	+$73.1K	0.32%	99
2024 Q2	$302K	Buy	+3,286	New	+$301K	0.27%	110
2024 Q1	–	Sell	-17,088	Closed	-$1.56M	–	110
2023 Q4	$1.56M	Sell	17,088 -25,548	-60%	-$2.34M	1.93%	7
2023 Q3	$3.91M	Buy	42,636 +30,675	+256%	+$2.81M	4.59%	3
2023 Q2	$1.1M	Sell	11,961 -19,300	-62%	-$1.77M	1.27%	22
2023 Q1	$2.87M	Sell	31,261 -14,595	-32%	-$1.34M	2.69%	6
2022 Q4	$4.19M	Buy	45,856 +8,798	+24%	+$805K	3.44%	3
2022 Q3	$3.4M	Buy	+37,058	New	+$3.39M	2.87%	6
2021 Q3	–	Sell	-5,569	Closed	-$509K	–	182
2021 Q2	$509K	Buy	5,569 +161	+3%	+$14.7K	0.19%	101
2021 Q1	$495K	Sell	5,408 -757	-12%	-$69.3K	0.2%	103
2020 Q4	$564K	Buy	6,165 +2,414	+64%	+$221K	0.23%	84
2020 Q3	$343K	Buy	+3,751	New	+$343K	0.16%	96

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

Fulcrum Equity Management's BIL Position: Q2 2026 in Review

Fulcrum Equity Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 38% in Q2 2026, buying an estimated $297K and bringing the position to 11,699 shares worth $1.07M. The position accounts for 0.79% of the portfolio, ranked #31.

Fulcrum Equity Management first reported a position in BIL in Q3 2020 and has held it in 17 quarters since. The position peaked at $4.19M in Q4 2022. 280 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Fulcrum Equity Management held 11,699 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.07M as of Q2 2026.
Fulcrum Equity Management bought 3,247 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $297K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.79% of Fulcrum Equity Management's portfolio in Q2 2026, its #31 holding.
Fulcrum Equity Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and has held it in 17 quarters since.
Fulcrum Equity Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.19M in Q4 2022.
280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.