GK Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

GK Wealth Management’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$772K	Buy	+7,763	New	+$771K	0.41%	61
2026 Q1	–	Sell	-8,671	Closed	-$860K	–	67
2025 Q4	$860K	Sell	8,671 -1,560	-15%	-$155K	0.57%	47
2025 Q3	$1.02M	Sell	10,231 -204	-2%	-$20.3K	0.74%	32
2025 Q2	$1.04M	Sell	10,435 -580	-5%	-$57.6K	0.94%	29
2025 Q1	$1.1M	Sell	11,015 -465	-4%	-$46.2K	1.25%	19
2024 Q4	$1.14M	Buy	+11,480	New	+$1.14M	1.44%	13

Other funds holding BILS

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

GCA

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GK Wealth Management's BILS Position: Q2 2026 in Review

GK Wealth Management opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026: 7,763 shares worth $772K. The stake represents 0.41% of the portfolio and ranks #61 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in BILS as recently as Q4 2025.

GK Wealth Management first reported a position in BILS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2024. 37 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

GK Wealth Management held 7,763 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $772K as of Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new GK Wealth Management position in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.41% of GK Wealth Management's portfolio in Q2 2026, its #61 holding.
GK Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.14M in Q4 2024.
37 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.