Strategic Equity Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Strategic Equity 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	–	Sell	-39,081	Closed	-$3.58M	–	66
2026 Q1	$3.58M	Buy	+39,081	New	+$3.58M	1.35%	19
2024 Q1	–	Sell	-34,666	Closed	-$3.17M	–	36
2023 Q4	$3.17M	Sell	34,666 -3,502	-9%	-$321K	3.57%	12
2023 Q3	$3.5M	Buy	38,168 +747	+2%	+$68.5K	1.32%	15
2023 Q2	$3.44M	Buy	37,421 +980	+3%	+$89.8K	1.18%	16
2023 Q1	$3.35M	Sell	36,441 -125,910	-78%	-$11.5M	1.19%	18
2022 Q4	$14.9M	Sell	162,351 -206,427	-56%	-$18.9M	5.7%	6
2022 Q3	$33.8M	Buy	+368,778	New	+$33.7M	13.99%	1

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

Strategic Equity Management's BIL Position: Q2 2026 in Review

Strategic Equity Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 39,081 shares — an estimated $3.58M sold.

Strategic Equity Management first reported a position in BIL in Q3 2022 and held it in 7 quarters. The position peaked at $33.8M in Q3 2022. 1,297 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Strategic Equity Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Strategic Equity Management sold 39,081 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.58M.
Strategic Equity Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and held it in 7 quarters.
Strategic Equity Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $33.8M in Q3 2022.
1,297 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.