Udine Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Udine Wealth Management’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	$29.4M	Sell	321,138 -6,623	-2%	-$606K	12.11%	1
2026 Q1	$30M	Buy	327,761 +10,564	+3%	+$967K	14.68%	1
2025 Q4	$29M	Buy	317,197 +3,774	+1%	+$346K	13.7%	1
2025 Q3	$28.8M	Buy	313,423 +11,853	+4%	+$1.09M	13.8%	1
2025 Q2	$27.7M	Sell	301,570 -5,163	-2%	-$473K	14.6%	1
2025 Q1	$28.1M	Buy	306,733 +5,205	+2%	+$477K	18.82%	1
2024 Q4	$27.6M	Buy	301,528 +45,375	+18%	+$4.16M	17.71%	1
2024 Q3	$23.5M	Buy	256,153 +2,986	+1%	+$274K	16.59%	1
2024 Q2	$23.2M	Sell	253,167 -871	-0.3%	-$79.8K	16.19%	1
2024 Q1	$23.3M	Sell	254,038 -3,882	-2%	-$356K	16.08%	1
2023 Q4	$23.6M	Buy	257,920 +31,025	+14%	+$2.84M	18.76%	1
2023 Q3	$20.8M	Buy	226,895 +39,298	+21%	+$3.6M	20.15%	1
2023 Q2	$17.2M	Buy	187,597 +176,597	+1,605%	+$16.2M	16.36%	2
2023 Q1	$1.01M	Buy	+11,000	New	+$1.01M	1.56%	18

Other funds holding BIL

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Udine Wealth Management's BIL Position: Q2 2026 in Review

Udine Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2% in Q2 2026, selling an estimated $606K and leaving 321,138 shares worth $29.4M. The position accounts for 12.11% of the portfolio, ranked #1.

Udine Wealth Management first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $30M in Q1 2026. 625 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Udine Wealth Management held 321,138 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $29.4M as of Q2 2026.
Udine Wealth Management sold 6,623 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $606K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 12.11% of Udine Wealth Management's portfolio in Q2 2026, its #1 holding.
Udine Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Udine Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $30M in Q1 2026.
625 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.