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

Spartan Planning & 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 Q2	$3.8M	Sell	41,418 -107,774	-72%	-$9.86M	2.53%	11
2026 Q1	$13.7M	Buy	149,192 +145,391	+3,825%	+$13.3M	10.11%	1
2025 Q4	$347K	Buy	+3,801	New	+$348K	0.26%	52
2025 Q3	–	Sell	-33,279	Closed	-$3.05M	–	77
2025 Q2	$3.05M	Sell	33,279 -30,859	-48%	-$2.83M	2.61%	13
2025 Q1	$5.88M	Sell	64,138 -404	-0.6%	-$37K	5.7%	5
2024 Q4	$5.9M	Buy	+64,542	New	+$5.91M	5.39%	4
2023 Q4	$168K	Sell	1,843 -194,819	-99%	-$17.8M	0.18%	65
2023 Q3	$18.1M	Buy	+196,662	New	+$18M	21.16%	1
2022 Q4	$15.7M	Sell	171,762 -90,326	-34%	-$8.27M	19.58%	1
2022 Q3	$24M	Buy	262,088 +13,086	+5%	+$1.2M	31.42%	1
2022 Q2	$22.8M	Buy	249,002 +163,629	+192%	+$15M	30.41%	1
2022 Q1	$7.81M	Buy	+85,373	New	+$7.8M	9.77%	2

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

Spartan Planning & Wealth Management's BIL Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 72% in Q2 2026, selling an estimated $9.86M and leaving 41,418 shares worth $3.8M. The position accounts for 2.53% of the portfolio, ranked #11.

Spartan Planning & Wealth Management first reported a position in BIL in Q1 2022 and has held it in 12 quarters since. The position peaked at $24M in Q3 2022. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Spartan Planning & Wealth Management held 41,418 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.8M as of Q2 2026.
Spartan Planning & Wealth Management sold 107,774 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $9.86M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.53% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #11 holding.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 12 quarters since.
Spartan Planning & Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $24M in Q3 2022.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.