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

Proficio Capital 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 Q1	$45.5M	Buy	+496,430	New	+$45.4M	2.43%	9
2025 Q2	–	Sell	-55,710	Closed	-$5.1M	–	436
2025 Q1	$5.1M	Buy	+55,710	New	+$5.1M	0.39%	53
2024 Q4	–	Sell	-4,615	Closed	-$424K	–	367
2024 Q3	$424K	Buy	4,615 +470	+11%	+$43.1K	0.04%	168
2024 Q2	$380K	Buy	4,145 +1,880	+83%	+$172K	0.04%	206
2024 Q1	$208K	Sell	2,265 -38,120	-94%	-$3.49M	0.02%	316
2023 Q4	$3.69M	Sell	40,385 -81,655	-67%	-$7.48M	0.46%	38
2023 Q3	$11.2M	Buy	+122,040	New	+$11.2M	1.49%	15
2023 Q2	–	Sell	-10,400	Closed	-$955K	–	294
2023 Q1	$955K	Sell	10,400 -1,610	-13%	-$147K	0.15%	88
2022 Q4	$1.1M	Sell	12,010 -10,350	-46%	-$947K	0.21%	67
2022 Q3	$2.05M	Sell	22,360 -54,952	-71%	-$5.03M	0.38%	47
2022 Q2	$7.07M	Sell	77,312 -54,813	-41%	-$5.01M	1.32%	17
2022 Q1	$12M	Buy	132,125 +110,392	+508%	+$10.1M	1.79%	14
2021 Q4	$1.99M	Sell	21,733 -2,480	-10%	-$227K	0.28%	69
2021 Q3	$2.21M	Sell	24,213 -110,116	-82%	-$10.1M	0.29%	64
2021 Q2	$12.3M	Sell	134,329 -69,042	-34%	-$6.32M	1.5%	19
2021 Q1	$18.6M	Buy	203,371 +60,058	+42%	+$5.5M	2.41%	11
2020 Q4	$14.6M	Buy	143,313 +99,899	+230%	+$9.14M	2.29%	10
2020 Q3	$3.97M	Sell	43,414 -102,519	-70%	-$9.38M	0.7%	30
2020 Q2	$13.4M	Sell	145,933 -174,653	-54%	-$16M	2.73%	6
2020 Q1	$32M	Buy	320,586 +309,451	+2,779%	+$28.3M	8.03%	3
2019 Q4	$1.02M	Buy	11,135 +7,260	+187%	+$664K	0.29%	57
2019 Q3	$355K	Buy	+3,875	New	+$355K	0.13%	84

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Proficio Capital Partners's BIL Position: Q1 2026 in Review

Proficio Capital Partners opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026: 496,430 shares worth $45.5M. The stake represents 2.43% of the portfolio and ranks #9 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in BIL as recently as Q1 2025.

Proficio Capital Partners first reported a position in BIL in Q3 2019 and has held it in 22 quarters since. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Proficio Capital Partners held 496,430 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $45.5M as of Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Proficio Capital Partners position in Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.43% of Proficio Capital Partners's portfolio in Q1 2026, its #9 holding.
Proficio Capital Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 22 quarters since.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.