Sigma Planning Corp’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Sigma Planning Corp’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	$2.53M	Buy	27,565 +15,255	+124%	+$1.4M	0.07%	302
2026 Q2	$1.13M	Sell	12,310 -1,562	-11%	-$143K	0.03%	552
2026 Q1	$1.27M	Buy	13,872 +2,357	+20%	+$216K	0.04%	481
2025 Q4	$1.04M	Sell	11,515 -372	-3%	-$34.1K	0.03%	516
2025 Q3	$1.09M	Sell	11,887 -615	-5%	-$56.3K	0.03%	496
2025 Q2	$1.15M	Sell	12,502 -3,857	-24%	-$353K	0.03%	458
2025 Q1	$1.5M	Buy	16,359 +4,374	+36%	+$401K	0.05%	358
2024 Q4	$1.1M	Sell	11,985 -389	-3%	-$35.6K	0.03%	462
2024 Q3	$1.14M	Sell	12,374 -7,327	-37%	-$671K	0.03%	462
2024 Q2	$1.81M	Sell	19,701 -20,586	-51%	-$1.89M	0.06%	319
2024 Q1	$3.7M	Buy	40,287 +28,562	+244%	+$2.62M	0.12%	187
2023 Q4	$1.07M	Sell	11,725 -16,426	-58%	-$1.5M	0.08%	256
2023 Q3	$2.58M	Buy	28,151 +6,826	+32%	+$626K	0.1%	225
2023 Q2	$1.96M	Buy	21,325 +11,962	+128%	+$1.1M	0.07%	286
2023 Q1	$860K	Buy	9,363 +758	+9%	+$69.4K	0.03%	572
2022 Q4	$787K	Buy	8,605 +639	+8%	+$58.5K	0.03%	573
2022 Q3	$730K	Buy	7,966 +2,701	+51%	+$247K	0.03%	579
2022 Q2	$482K	Buy	+5,265	New	+$481K	0.02%	769
2020 Q4	–	Sell	-15,268	Closed	-$1.4M	–	1204
2020 Q3	$1.4M	Sell	15,268 -3,188	-17%	-$292K	0.06%	320
2020 Q2	$1.69M	Sell	18,456 -50,400	-73%	-$4.61M	0.07%	271
2020 Q1	$6.31M	Buy	68,856 +32,530	+90%	+$2.98M	0.37%	47
2019 Q4	$3.32M	Sell	36,326 -6,762	-16%	-$619K	0.14%	157
2019 Q3	$3.95M	Buy	43,088 +251	+0.6%	+$23K	0.19%	127
2019 Q2	$3.92M	Buy	42,837 +967	+2%	+$88.5K	0.2%	125
2019 Q1	$3.84M	Buy	41,870 +16,568	+65%	+$1.52M	0.22%	112
2018 Q4	$2.31M	Buy	+25,302	New	+$2.32M	0.17%	132
2017 Q2	–	Sell	-10,716	Closed	-$980K	–	797
2017 Q1	$980K	Buy	+10,716	New	+$980K	0.09%	240

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

Sigma Planning Corp's BIL Position: Q3 2026 in Review

Sigma Planning Corp increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 124% in Q3 2026, buying an estimated $1.4M and bringing the position to 27,565 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #302.

Sigma Planning Corp first reported a position in BIL in Q1 2017 and has held it in 27 quarters since. The position peaked at $6.31M in Q1 2020. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Sigma Planning Corp held 27,565 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.53M as of Q3 2026.
Sigma Planning Corp bought 15,255 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.4M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of Sigma Planning Corp's portfolio in Q3 2026, its #302 holding.
Sigma Planning Corp first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2017 and has held it in 27 quarters since.
Sigma Planning Corp's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.31M in Q1 2020.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.