St. Louis Financial Planners Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

St. Louis Financial Planners Asset 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	$16.4M	Sell	179,680 -381,667	-68%	-$34.9M	8.76%	2
2026 Q1	$51.4M	Buy	561,347 +408,873	+268%	+$37.4M	29.16%	1
2025 Q4	$13.9M	Sell	152,474 -247,867	-62%	-$22.7M	8.56%	2
2025 Q3	$36.7M	Buy	400,341 +99,351	+33%	+$9.1M	23.68%	1
2025 Q2	$27.6M	Sell	300,990 -318,165	-51%	-$29.1M	21.05%	1
2025 Q1	$56.8M	Buy	619,155 +102,595	+20%	+$9.4M	42.45%	1
2024 Q4	$47.2M	Buy	516,560 +72,861	+16%	+$6.67M	34.12%	1
2024 Q3	$40.6M	Buy	443,699 +296,633	+202%	+$27.2M	32.24%	1
2024 Q2	$13.4M	Sell	147,066 -119,980	-45%	-$11M	11.56%	2
2024 Q1	$24.4M	Sell	267,046 -10,250	-4%	-$939K	21.97%	1
2023 Q4	$25.3M	Sell	277,296 -636,066	-70%	-$58.2M	23.61%	1
2023 Q3	$83.5M	Buy	913,362 +656,156	+255%	+$60.1M	66.87%	1
2023 Q2	$23.6M	Buy	257,206 +177,375	+222%	+$16.3M	23.66%	1
2023 Q1	$7.33M	Sell	79,831 -727,732	-90%	-$66.7M	8.34%	3
2022 Q4	$73.9M	Buy	+807,563	New	+$73.9M	72.2%	1

Other funds holding BIL

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

St. Louis Financial Planners Asset Management's BIL Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 68% in Q2 2026, selling an estimated $34.9M and leaving 179,680 shares worth $16.4M. The position accounts for 8.76% of the portfolio, ranked #2.

St. Louis Financial Planners Asset Management first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $83.5M in Q3 2023. 625 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

St. Louis Financial Planners Asset Management held 179,680 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $16.4M as of Q2 2026.
St. Louis Financial Planners Asset Management sold 381,667 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $34.9M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 8.76% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #2 holding.
St. Louis Financial Planners Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
St. Louis Financial Planners Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $83.5M in Q3 2023.
625 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.