Ogorek Anthony Joseph’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Ogorek Anthony Joseph’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 Q1	$169K	Buy	1,851 +771	+71%	+$70.6K	0.05%	80
2025 Q4	$98K	Buy	1,080 +104	+11%	+$9.52K	0.03%	108
2025 Q3	$89K	Buy	976 +6	+0.6%	+$550	0.03%	119
2025 Q2	$89K	Buy	970 +4	+0.4%	+$366	0.03%	106
2025 Q1	$88K	Sell	966 -174	-15%	-$15.9K	0.03%	101
2024 Q4	$104K	Buy	1,140 +267	+31%	+$24.5K	0.03%	80
2024 Q3	$80K	Sell	873 -100	-10%	-$9.16K	0.03%	87
2024 Q2	$89K	Buy	+973	New	+$89.1K	0.03%	77

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ogorek Anthony Joseph's BIL Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 71% in Q1 2026, buying an estimated $70.6K and bringing the position to 1,851 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #80.

Ogorek Anthony Joseph first reported a position in BIL in Q2 2024 and has held it in 8 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Ogorek Anthony Joseph held 1,851 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $169K as of Q1 2026.
Ogorek Anthony Joseph bought 771 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $70.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #80 holding.
Ogorek Anthony Joseph first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 8 quarters since.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.