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

Generation Capital 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	$572K	Sell	6,247 -105	-2%	-$9.61K	0.35%	60
2026 Q1	$582K	Sell	6,352 -129	-2%	-$11.8K	0.43%	46
2025 Q4	$592K	Sell	6,481 -20	-0.3%	-$1.83K	0.38%	52
2025 Q3	$596K	Sell	6,501 -37	-0.6%	-$3.39K	0.43%	51
2025 Q2	$600K	Sell	6,538 -121	-2%	-$11.1K	0.47%	48
2025 Q1	$611K	Sell	6,659 -10	-0.1%	-$916	0.55%	38
2024 Q4	$610K	Buy	+6,669	New	+$611K	0.52%	42

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

Generation Capital Management's BIL Position: Q2 2026 in Review

Generation Capital Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.7% in Q2 2026, selling an estimated $9.61K and leaving 6,247 shares worth $572K. The position accounts for 0.35% of the portfolio, ranked #60.

Generation Capital Management first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $611K in Q1 2025. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Generation Capital Management held 6,247 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $572K as of Q2 2026.
Generation Capital Management sold 105 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $9.61K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.35% of Generation Capital Management's portfolio in Q2 2026, its #60 holding.
Generation Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Generation Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $611K in Q1 2025.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.