ORG Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

ORG Wealth Partners’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 Q3	$105K	Buy	1,143 +435	+61%	+$39.8K	0.02%	327
2026 Q2	$64.9K	Buy	708 +119	+20%	+$10.9K	0.01%	324
2026 Q1	$54K	Sell	589 -180	-23%	-$16.5K	0.01%	326
2025 Q4	$70.3K	Sell	769 -824	-52%	-$75.4K	0.02%	299
2025 Q3	$146K	Sell	1,593 -18	-1%	-$1.65K	0.03%	243
2025 Q2	$147K	Sell	1,611 -243	-13%	-$22.3K	0.04%	198
2025 Q1	$170K	Buy	1,854 +1,233	+199%	+$113K	0.05%	203
2024 Q4	$56.8K	Sell	621 -21	-3%	-$1.92K	0.02%	242
2024 Q3	$58.9K	Buy	+642	New	+$58.8K	0.02%	235

Other funds holding BIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

ORG Wealth Partners's BIL Position: Q3 2026 in Review

ORG Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 61% in Q3 2026, buying an estimated $39.8K and bringing the position to 1,143 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #327.

ORG Wealth Partners first reported a position in BIL in Q3 2024 and has held it in 9 quarters since. The position peaked at $170K in Q1 2025. 906 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

ORG Wealth Partners held 1,143 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $105K as of Q3 2026.
ORG Wealth Partners bought 435 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $39.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of ORG Wealth Partners's portfolio in Q3 2026, its #327 holding.
ORG Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 9 quarters since.
ORG Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $170K in Q1 2025.
906 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.