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

Significant Wealth 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	$1.11M	Buy	12,069 +1,953	+19%	+$179K	1.2%	26
2026 Q1	$927K	Buy	10,116 +3,535	+54%	+$323K	1.14%	29
2025 Q4	$601K	Buy	+6,581	New	+$602K	0.67%	16
2024 Q3	–	Sell	-2,635	Closed	-$242K	–	82
2024 Q2	$242K	Sell	2,635 -5,218	-66%	-$478K	0.14%	54
2024 Q1	$721K	Buy	7,853 +5,543	+240%	+$508K	0.47%	60
2023 Q4	$211K	Buy	+2,310	New	+$212K	0.15%	141

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Significant Wealth Partners's BIL Position: Q2 2026 in Review

Significant Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 19% in Q2 2026, buying an estimated $179K and bringing the position to 12,069 shares worth $1.11M. The position accounts for 1.2% of the portfolio, ranked #26.

Significant Wealth Partners first reported a position in BIL in Q4 2023 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Significant Wealth Partners held 12,069 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.11M as of Q2 2026.
Significant Wealth Partners bought 1,953 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $179K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.2% of Significant Wealth Partners's portfolio in Q2 2026, its #26 holding.
Significant Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 6 quarters since.
258 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.