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

Syntegra Private Wealth 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 		$284K Sell
3,104
-1,331
-30% -$122K 0.02% 167
2026
Q1 		$406K Sell
4,435
-94
-2% -$8.6K 0.04% 123
2025
Q4 		$414K Sell
4,529
-32
-0.7% -$2.93K 0.04% 128
2025
Q3 		$418K Sell
4,561
-1,848
-29% -$169K 0.04% 125
2025
Q2 		$588K Sell
6,409
-357
-5% -$32.7K 0.06% 78
2025
Q1 		$621K Buy
6,766
+34
+0.5% +$3.11K 0.07% 73
2024
Q4 		$616K Sell
6,732
-813
-11% -$74.5K 0.07% 65
2024
Q3 		$693K Sell
7,545
-4,258
-36% -$390K 0.08% 63
2024
Q2 		$1.08M Sell
11,803
-4,573
-28% -$419K 0.14% 45
2024
Q1 		$1.5M Sell
16,376
-120,827
-88% -$11.1M 0.19% 37
2023
Q4 		$12.5M Buy
137,203
+120,107
+703% +$11M 1.77% 14
2023
Q3 		$1.57M Sell
17,096
-108
-0.6% -$9.9K 0.25% 35
2023
Q2 		$1.58M Sell
17,204
-681
-4% -$62.4K 0.24% 35
2023
Q1 		$1.64M Sell
17,885
-7,468
-29% -$684K 0.29% 32
2022
Q4 		$2.32M Buy
+25,353
New +$2.32M 0.46% 23

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Syntegra Private Wealth Group's BIL Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 30% in Q2 2026, selling an estimated $122K and leaving 3,104 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #167.

Syntegra Private Wealth Group first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.5M in Q4 2023. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Syntegra Private Wealth Group held 3,104 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $284K as of Q2 2026.
  • Syntegra Private Wealth Group sold 1,331 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $122K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #167 holding.
  • Syntegra Private Wealth Group 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.
  • Syntegra Private Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.5M in Q4 2023.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.