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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Spartan Planning & Wealth Management's BIL Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3,825% in Q1 2026, buying an estimated $13.3M and bringing the position to 149,192 shares worth $13.7M. The position accounts for 10.11% of the portfolio, ranked #1.

Spartan Planning & Wealth Management first reported a position in BIL in Q1 2022 and has held it in 11 quarters since. The position peaked at $24M in Q3 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Spartan Planning & Wealth Management held 149,192 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13.7M as of Q1 2026.
Spartan Planning & Wealth Management bought 145,391 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $13.3M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 10.11% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #1 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 11 quarters since.
Spartan Planning & Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $24M in Q3 2022.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.