Gateway Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Gateway Wealth Partners’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	$15M	Sell	163,254 -75,744	-32%	-$6.93M	0.9%	14
2026 Q1	$21.9M	Buy	238,998 +125,071	+110%	+$11.4M	0.85%	18
2025 Q4	$10.4M	Sell	113,927 -1,920	-2%	-$176K	1.16%	15
2025 Q3	$10.6M	Buy	+115,847	New	+$10.6M	1.44%	10
2023 Q4	–	Sell	-3,378	Closed	-$310K	–	229
2023 Q3	$310K	Sell	3,378 -1,204	-26%	-$110K	0.06%	189
2023 Q2	$421K	Buy	4,582 +1,308	+40%	+$120K	0.08%	140
2023 Q1	$301K	Buy	+3,274	New	+$300K	0.05%	162

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

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

Gateway Wealth Partners's BIL Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 32% in Q2 2026, selling an estimated $6.93M and leaving 163,254 shares worth $15M. The position accounts for 0.9% of the portfolio, ranked #14.

Gateway Wealth Partners first reported a position in BIL in Q1 2023 and has held it in 7 quarters since. The position peaked at $21.9M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Gateway Wealth Partners held 163,254 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $15M as of Q2 2026.
Gateway Wealth Partners sold 75,744 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.93M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.9% of Gateway Wealth Partners's portfolio in Q2 2026, its #14 holding.
Gateway Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 7 quarters since.
Gateway Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $21.9M in Q1 2026.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.