Spectrum Planning & Advisory Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Spectrum Planning & Advisory Services’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	$14.5M	Buy	158,068 +2,110	+1%	+$193K	6.48%	2
2026 Q1	$14.3M	Sell	155,958 -9,150	-6%	-$837K	7.07%	1
2025 Q4	$15.1M	Buy	165,108 +101,454	+159%	+$9.29M	7.76%	1
2025 Q3	$5.84M	Buy	63,654 +20,420	+47%	+$1.87M	3.3%	8
2025 Q2	$3.97M	Buy	43,234 +21,855	+102%	+$2M	2.57%	11
2025 Q1	$1.96M	Buy	21,379 +15,352	+255%	+$1.41M	1.63%	19
2024 Q4	$551K	Buy	+6,027	New	+$552K	0.48%	33
2024 Q3	–	Sell	-75,005	Closed	-$6.88M	–	57
2024 Q2	$6.88M	Buy	+75,005	New	+$6.87M	6.64%	4
2023 Q1	–	Sell	-24,338	Closed	-$2.23M	–	38
2022 Q4	$2.23M	Sell	24,338 -27,317	-53%	-$2.5M	3.04%	10
2022 Q3	$4.73M	Sell	51,655 -27,575	-35%	-$2.52M	4.78%	6
2022 Q2	$7.25M	Sell	79,230 -1,173	-1%	-$107K	7.56%	4
2022 Q1	$7.35M	Sell	80,403 -790	-1%	-$72.2K	6.72%	4
2021 Q4	$7.42M	Buy	81,193 +10,422	+15%	+$953K	6.75%	4
2021 Q3	$6.47M	Sell	70,771 -3,709	-5%	-$339K	6.34%	4
2021 Q2	$6.81M	Buy	74,480 +279	+0.4%	+$25.5K	6.55%	5
2021 Q1	$6.79M	Sell	74,201 -9,378	-11%	-$858K	6.98%	4
2020 Q4	$7.65M	Buy	+83,579	New	+$7.65M	8.22%	3

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

Spectrum Planning & Advisory Services's BIL Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.4% in Q2 2026, buying an estimated $193K and bringing the position to 158,068 shares worth $14.5M. The position accounts for 6.48% of the portfolio, ranked #2.

Spectrum Planning & Advisory Services first reported a position in BIL in Q4 2020 and has held it in 17 quarters since. The position peaked at $15.1M in Q4 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Spectrum Planning & Advisory Services held 158,068 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $14.5M as of Q2 2026.
Spectrum Planning & Advisory Services bought 2,110 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $193K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 6.48% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #2 holding.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 17 quarters since.
Spectrum Planning & Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $15.1M in Q4 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.