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

Scheeler Financial’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 Q3	$52.9M	Buy	+577,680	New	+$52.9M	40.07%	1

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Scheeler Financial's BIL Position: Q3 2026 in Review

Scheeler Financial opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026: 577,680 shares worth $52.9M. The stake represents 40.07% of the portfolio and ranks #1 among its holdings.

542 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Scheeler Financial held 577,680 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $52.9M as of Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Scheeler Financial position in Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 40.07% of Scheeler Financial's portfolio in Q3 2026, its #1 holding.
542 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.