Turning Point Benefit Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$222K Buy
+2,233
New +$222K 0.1% 105
2026
Q1
Sell
-1,636
Closed -$162K 180
2025
Q4
$162K Sell
1,636
-7,308
-82% -$726K 0.08% 98
2025
Q3
$887K Buy
8,944
+630
+8% +$62.6K 0.54% 39
2025
Q2
$827K Sell
8,314
-349
-4% -$34.6K 0.63% 31
2025
Q1
$860K Buy
8,663
+3,133
+57% +$311K 0.8% 17
2024
Q4
$549K Buy
+5,530
New +$549K 0.52% 27

Other funds holding BILS

Turning Point Benefit Group's BILS Position: Q2 2026 in Review

Turning Point Benefit Group opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026: 2,233 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #105 among its holdings. This is a return to the name: Turning Point Benefit Group previously reported a position in BILS as recently as Q4 2025.

Turning Point Benefit Group first reported a position in BILS in Q4 2024 and has held it in 6 quarters since. The position peaked at $887K in Q3 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Turning Point Benefit Group held 2,233 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $222K as of Q2 2026.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new Turning Point Benefit Group position in Q2 2026.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.1% of Turning Point Benefit Group's portfolio in Q2 2026, its #105 holding.
  • Turning Point Benefit Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
  • Turning Point Benefit Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $887K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.