Plan Group Financial’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$12.2M Buy
133,418
+66,834
+100% +$6.12M 2.4% 7
2026
Q2
$6.1M Buy
66,584
+51,073
+329% +$4.67M 1.26% 24
2026
Q1
$1.42M Buy
15,511
+343
+2% +$31.4K 0.33% 74
2025
Q4
$1.39M Buy
15,168
+1,510
+11% +$138K 0.36% 75
2025
Q3
$1.25M Buy
13,658
+4,917
+56% +$450K 0.34% 82
2025
Q2
$802K Buy
+8,741
New +$800K 0.26% 89

Other funds holding BIL

Plan Group Financial's BIL Position: Q3 2026 in Review

Plan Group Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 100% in Q3 2026, buying an estimated $6.12M and bringing the position to 133,418 shares worth $12.2M. The position accounts for 2.4% of the portfolio, ranked #7.

Plan Group Financial first reported a position in BIL in Q2 2025 and has held it in 6 quarters since. 414 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

  • Plan Group Financial held 133,418 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $12.2M as of Q3 2026.
  • Plan Group Financial bought 66,834 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $6.12M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.4% of Plan Group Financial's portfolio in Q3 2026, its #7 holding.
  • Plan Group Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 6 quarters since.
  • 414 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.