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

Tompkins Financial’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	$8.64M	Buy	94,325 +9,569	+11%	+$876K	0.61%	38
2026 Q2	$7.77M	Sell	84,756 -21,872	-21%	-$2M	0.54%	43
2026 Q1	$9.8M	Buy	106,628 +1,776	+2%	+$163K	0.78%	39
2025 Q4	$9.6M	Sell	104,852 -2,005	-2%	-$184K	0.75%	40
2025 Q3	$9.8M	Sell	106,857 -52,567	-33%	-$4.82M	0.82%	37
2025 Q2	$14.6M	Sell	159,424 -757	-0.5%	-$69.3K	1.34%	20
2025 Q1	$14.7M	Sell	160,181 -51,800	-24%	-$4.74M	1.41%	21
2024 Q4	$19.4M	Buy	211,981 +22,277	+12%	+$2.04M	1.8%	12
2024 Q3	$17.4M	Buy	189,704 +107,271	+130%	+$9.8M	1.67%	13
2024 Q2	$7.57M	Buy	82,433 +22,667	+38%	+$2.08M	0.79%	38
2024 Q1	$5.49M	Sell	59,766 -31,945	-35%	-$2.93M	0.62%	46
2023 Q4	$8.38M	Buy	91,711 +15,388	+20%	+$1.41M	1.02%	30
2023 Q3	$7.01M	Buy	76,323 +27,670	+57%	+$2.54M	1.1%	30
2023 Q2	$4.47M	Buy	48,653 +48,495	+30,693%	+$4.44M	0.7%	48
2023 Q1	$14.5K	Hold	158	–	–	﹤0.01%	454
2022 Q4	$14K	Hold	158	–	–	﹤0.01%	447
2022 Q3	$14K	Hold	158	–	–	﹤0.01%	442
2022 Q2	$14K	Hold	158	–	–	﹤0.01%	438
2022 Q1	$14K	Buy	+158	New	+$14.4K	﹤0.01%	465
2014 Q3	–	Sell	-86	Closed	-$8K	–	483
2014 Q2	$8K	Sell	86 -261	-75%	-$23.9K	﹤0.01%	403
2014 Q1	$32K	Hold	347	–	–	0.01%	319
2013 Q4	$32K	Hold	347	–	–	0.01%	320
2013 Q3	$32K	Buy	347 +85	+32%	+$7.78K	0.01%	306
2013 Q2	$24K	Buy	+262	New	+$24K	0.01%	329

Other funds holding BIL

UFF

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

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

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

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Tompkins Financial's BIL Position: Q3 2026 in Review

Tompkins Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 11% in Q3 2026, buying an estimated $876K and bringing the position to 94,325 shares worth $8.64M. The position accounts for 0.61% of the portfolio, ranked #38.

Tompkins Financial first reported a position in BIL in Q2 2013 and has held it in 24 quarters since. The position peaked at $19.4M in Q4 2024. 230 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Tompkins Financial held 94,325 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.64M as of Q3 2026.
Tompkins Financial bought 9,569 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $876K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.61% of Tompkins Financial's portfolio in Q3 2026, its #38 holding.
Tompkins Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2013 and has held it in 24 quarters since.
Tompkins Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $19.4M in Q4 2024.
230 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.