Spartan Wealth Advisory Services LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Spartan Wealth Advisory Services LLC’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	$2.77M	Buy	30,220 +1,272	+4%	+$116K	0.23%	96
2026 Q1	$2.65M	Buy	+28,948	New	+$2.65M	0.23%	90

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's BIL Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.4% in Q2 2026, buying an estimated $116K and bringing the position to 30,220 shares worth $2.77M. The position accounts for 0.23% of the portfolio, ranked #96.

Spartan Wealth Advisory Services LLC first reported a position in BIL in Q1 2026 and has held it in 2 quarters since. 1,246 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Spartan Wealth Advisory Services LLC held 30,220 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.77M as of Q2 2026.
Spartan Wealth Advisory Services LLC bought 1,272 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $116K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.23% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #96 holding.
Spartan Wealth Advisory Services LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
1,246 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.