SWMG LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

SWMG 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 Q3	$288K	Sell	3,140 -15,890	-83%	-$1.45M	0.06%	96
2026 Q2	$1.74M	Buy	19,030 +15,949	+518%	+$1.46M	0.41%	27
2026 Q1	$282K	Sell	3,081 -2,243	-42%	-$205K	0.08%	96
2025 Q4	$487K	Buy	5,324 +1,370	+35%	+$125K	0.14%	69
2025 Q3	$362K	Buy	3,954 +758	+24%	+$69.4K	0.11%	84
2025 Q2	$293K	Sell	3,196 -22,530	-88%	-$2.06M	0.1%	98
2025 Q1	$2.36M	Buy	+25,726	New	+$2.36M	0.94%	23
2023 Q4	–	Sell	-3,286	Closed	-$302K	–	98
2023 Q3	$302K	Buy	3,286 +920	+39%	+$84.3K	0.16%	78
2023 Q2	$217K	Buy	+2,366	New	+$217K	0.11%	88

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SWMG LLC's BIL Position: Q3 2026 in Review

SWMG LLC reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 83% in Q3 2026, selling an estimated $1.45M and leaving 3,140 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #96.

SWMG LLC first reported a position in BIL in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.36M in Q1 2025. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

SWMG LLC held 3,140 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $288K as of Q3 2026.
SWMG LLC sold 15,890 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.45M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of SWMG LLC's portfolio in Q3 2026, its #96 holding.
SWMG LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 9 quarters since.
SWMG LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.36M in Q1 2025.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.