Pennsylvania Capital Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Pennsylvania Capital Management’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	–	Sell	-8,665	Closed	-$794K	–	125
2026 Q1	$794K	Buy	+8,665	New	+$793K	0.23%	51
2025 Q3	–	Sell	-105,392	Closed	-$9.67M	–	109
2025 Q2	$9.67M	Buy	105,392 +95,873	+1,007%	+$8.78M	3.09%	7
2025 Q1	$873K	Buy	9,519 +3,550	+59%	+$325K	0.32%	43
2024 Q4	$546K	Sell	5,969 -1,912	-24%	-$175K	0.19%	61
2024 Q3	$724K	Sell	7,881 -12,654	-62%	-$1.16M	0.26%	47
2024 Q2	$1.88M	Sell	20,535 -1,467	-7%	-$134K	0.73%	23
2024 Q1	$2.02M	Sell	22,002 -18,822	-46%	-$1.72M	0.83%	25
2023 Q4	$3.73M	Buy	+40,824	New	+$3.74M	1.48%	17

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

Pennsylvania Capital Management's BIL Position: Q2 2026 in Review

Pennsylvania Capital Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 8,665 shares — an estimated $794K sold.

Pennsylvania Capital Management first reported a position in BIL in Q4 2023 and held it in 8 quarters. The position peaked at $9.67M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Pennsylvania Capital Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Pennsylvania Capital Management sold 8,665 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $794K.
Pennsylvania Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 8 quarters.
Pennsylvania Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9.67M in Q2 2025.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.