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

Pointe 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	$1.07M	Buy	11,662 +1,071	+10%	+$98K	0.48%	43
2026 Q1	$971K	Buy	10,591 +1,183	+13%	+$108K	0.48%	45
2025 Q4	$860K	Buy	9,408 +601	+7%	+$55K	0.43%	52
2025 Q3	$808K	Buy	8,807 +416	+5%	+$38.1K	0.4%	59
2025 Q2	$770K	Buy	8,391 +242	+3%	+$22.2K	0.4%	60
2025 Q1	$748K	Buy	8,149 +343	+4%	+$31.4K	0.44%	62
2024 Q4	$714K	Sell	7,806 -78	-1%	-$7.14K	0.41%	66
2024 Q3	$724K	Buy	7,884 +2,114	+37%	+$194K	0.42%	65
2024 Q2	$530K	Sell	5,770 -326	-5%	-$29.9K	0.33%	80
2024 Q1	$560K	Buy	6,096 +3,733	+158%	+$342K	0.34%	80
2023 Q4	$216K	Buy	+2,363	New	+$216K	0.15%	140

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

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

Pointe Capital Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 10% in Q2 2026, buying an estimated $98K and bringing the position to 11,662 shares worth $1.07M. The position accounts for 0.48% of the portfolio, ranked #43.

Pointe Capital Management first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Pointe Capital Management held 11,662 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.07M as of Q2 2026.
Pointe Capital Management bought 1,071 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $98K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.48% of Pointe Capital Management's portfolio in Q2 2026, its #43 holding.
Pointe Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.