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SACKS & ASSOCIATES, LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$6.4M Sell
69,830
-940
-1% -$86K 4.32% 4
2026
Q1 		$6.49M Buy
70,770
+5,025
+8% +$460K 4.82% 3
2025
Q4 		$6.01M Buy
+65,745
New +$6.02M 4.41% 4

Other funds holding BIL

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's BIL Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.3% in Q2 2026, selling an estimated $86K and leaving 69,830 shares worth $6.4M. The position accounts for 4.32% of the portfolio, ranked #4.

SACKS & ASSOCIATES, LLC first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.49M in Q1 2026. 799 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 69,830 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.4M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 940 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $86K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.32% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #4 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.49M in Q1 2026.
  • 799 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.