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

GK Wealth 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 Q3	$3.2M	Sell	34,908 -12,998	-27%	-$1.19M	1.8%	9
2026 Q2	$4.39M	Buy	+47,906	New	+$4.38M	2.31%	9
2026 Q1	–	Sell	-53,354	Closed	-$4.88M	–	66
2025 Q4	$4.88M	Sell	53,354 -6,340	-11%	-$580K	3.23%	5
2025 Q3	$5.48M	Buy	59,694 +8,801	+17%	+$806K	4.01%	4
2025 Q2	$4.67M	Buy	50,893 +17,464	+52%	+$1.6M	4.21%	2
2025 Q1	$3.07M	Buy	33,429 +10,100	+43%	+$925K	3.49%	4
2024 Q4	$2.13M	Buy	+23,329	New	+$2.14M	2.7%	8

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

GK Wealth Management's BIL Position: Q3 2026 in Review

GK Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 27% in Q3 2026, selling an estimated $1.19M and leaving 34,908 shares worth $3.2M. The position accounts for 1.8% of the portfolio, ranked #9.

GK Wealth Management first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.48M in Q3 2025. 523 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

GK Wealth Management held 34,908 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.2M as of Q3 2026.
GK Wealth Management sold 12,998 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.19M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.8% of GK Wealth Management's portfolio in Q3 2026, its #9 holding.
GK Wealth 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.
GK Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.48M in Q3 2025.
523 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.