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

SeaCrest Wealth 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 Q3	$916K	Buy	9,995 +2,120	+27%	+$194K	0.1%	168
2026 Q2	$722K	Buy	7,875 +5,075	+181%	+$464K	0.08%	212
2026 Q1	$257K	Buy	+2,800	New	+$256K	0.03%	511
2020 Q1	–	Sell	-6,942	Closed	-$635K	–	515
2019 Q4	$635K	Hold	6,942	–	–	0.11%	227
2019 Q3	$636K	Buy	+6,942	New	+$635K	0.12%	213
2019 Q2	–	Sell	-40	Closed	-$4K	–	659
2019 Q1	$4K	Hold	40	–	–	﹤0.01%	1758
2018 Q4	$4K	Hold	40	–	–	﹤0.01%	1743
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	1897
2018 Q2	$4K	Hold	40	–	–	﹤0.01%	1854
2018 Q1	$4K	Hold	40	–	–	﹤0.01%	1828
2017 Q4	$4K	Buy	+40	New	+$3.66K	﹤0.01%	1847

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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

SeaCrest Wealth Management's BIL Position: Q3 2026 in Review

SeaCrest Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 27% in Q3 2026, buying an estimated $194K and bringing the position to 9,995 shares worth $916K. The position accounts for 0.1% of the portfolio, ranked #168.

SeaCrest Wealth Management first reported a position in BIL in Q4 2017 and has held it in 11 quarters since. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

SeaCrest Wealth Management held 9,995 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $916K as of Q3 2026.
SeaCrest Wealth Management bought 2,120 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $194K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of SeaCrest Wealth Management's portfolio in Q3 2026, its #168 holding.
SeaCrest Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2017 and has held it in 11 quarters since.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.