Luken Investment Analytics’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Luken Investment Analytics’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	$4.75M	Sell	51,839 -153	-0.3%	-$14K	1.66%	22
2026 Q1	$4.76M	Buy	51,992 +8,736	+20%	+$799K	1.82%	17
2025 Q4	$3.95M	Sell	43,256 -2,046	-5%	-$187K	1.56%	16
2025 Q3	$4.16M	Sell	45,302 -3,153	-7%	-$289K	1.62%	18
2025 Q2	$4.44M	Sell	48,455 -33,730	-41%	-$3.09M	1.95%	17
2025 Q1	$7.54M	Buy	82,185 +8,702	+12%	+$797K	3.53%	11
2024 Q4	$6.72M	Sell	73,483 -3,975	-5%	-$364K	3.11%	11
2024 Q3	$7.11M	Sell	77,458 -5,819	-7%	-$533K	3.27%	10
2024 Q2	$7.64M	Sell	83,277 -2,264	-3%	-$207K	3.84%	10
2024 Q1	$7.85M	Sell	85,541 -60,048	-41%	-$5.5M	3.96%	10
2023 Q4	$13.3M	Buy	+145,589	New	+$13.3M	7.17%	3

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

Luken Investment Analytics's BIL Position: Q2 2026 in Review

Luken Investment Analytics reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.29% in Q2 2026, selling an estimated $14K and leaving 51,839 shares worth $4.75M. The position accounts for 1.66% of the portfolio, ranked #22.

Luken Investment Analytics first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q4 2023. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Luken Investment Analytics held 51,839 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.75M as of Q2 2026.
Luken Investment Analytics sold 153 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $14K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.66% of Luken Investment Analytics's portfolio in Q2 2026, its #22 holding.
Luken Investment Analytics first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Luken Investment Analytics's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $13.3M in Q4 2023.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.