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 Q2	$58.8M	Buy	641,290 +144,860	+29%	+$13.3M	2.11%	10
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 $1.89T 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

Proficio Capital Partners's BIL Position: Q2 2026 in Review

Proficio Capital Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 29% in Q2 2026, buying an estimated $13.3M and bringing the position to 641,290 shares worth $58.8M. The position accounts for 2.11% of the portfolio, ranked #10.

Proficio Capital Partners first reported a position in BIL in Q3 2019 and has held it in 23 quarters since. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Proficio Capital Partners held 641,290 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $58.8M as of Q2 2026.
Proficio Capital Partners bought 144,860 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $13.3M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.11% of Proficio Capital Partners's portfolio in Q2 2026, its #10 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 23 quarters since.
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 Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.