Strategic Wealth Investment Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Strategic Wealth Investment Group’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	$12M	Buy	131,216 +2,564	+2%	+$235K	1.46%	25
2026 Q1	$11.8M	Sell	128,652 -19,809	-13%	-$1.81M	1.5%	24
2025 Q4	$13.6M	Sell	148,461 -179,297	-55%	-$16.4M	1.67%	22
2025 Q3	$30.1M	Buy	327,758 +196,548	+150%	+$18M	2.53%	14
2025 Q2	$12M	Buy	131,210 +6,355	+5%	+$582K	17.43%	1
2025 Q1	$11.5M	Sell	124,855 -165,479	-57%	-$15.2M	19.93%	1
2024 Q4	$26.5M	Buy	290,334 +32,927	+13%	+$3.02M	2.93%	10
2024 Q3	$23.5M	Buy	257,407 +245,197	+2,008%	+$22.5M	2.52%	11
2024 Q2	$1.12M	Buy	+12,210	New	+$1.12M	0.14%	68

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 Wealth Investment Group's BIL Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2% in Q2 2026, buying an estimated $235K and bringing the position to 131,216 shares worth $12M. The position accounts for 1.46% of the portfolio, ranked #25.

Strategic Wealth Investment Group first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.1M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Strategic Wealth Investment Group held 131,216 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $12M as of Q2 2026.
Strategic Wealth Investment Group bought 2,564 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $235K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.46% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #25 holding.
Strategic Wealth Investment Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
Strategic Wealth Investment Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $30.1M in Q3 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.