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 Q3	$630K	Sell	6,339 -1,424	-18%	-$141K	0.35%	57
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

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

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

Capstone Wealth Management Group (Oregon) Bend, Oregon $170M AUM 29.91% 1-Year Est. Return

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

GK Wealth Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 18% in Q3 2026, selling an estimated $141K and leaving 6,339 shares worth $630K. The position accounts for 0.35% of the portfolio, ranked #57.

GK Wealth Management first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2024. 62 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

GK Wealth Management held 6,339 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $630K as of Q3 2026.
GK Wealth Management sold 1,424 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2026, an estimated $141K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.35% of GK Wealth Management's portfolio in Q3 2026, its #57 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 7 quarters since.
GK Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.14M in Q4 2024.
62 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

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