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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.8M Sell
19,619
-38,562
-66% -$3.53M 0.93% 23
2026
Q2
$5.33M Buy
58,181
+3,309
+6% +$303K 2.95% 11
2026
Q1
$5.03M Buy
54,872
+2,747
+5% +$251K 2.97% 12
2025
Q4
$4.76M Buy
52,125
+4,102
+9% +$376K 2.9% 14
2025
Q3
$4.41M Buy
48,023
+3,077
+7% +$282K 2.77% 16
2025
Q2
$4.12M Buy
44,946
+846
+2% +$77.5K 2.75% 16
2025
Q1
$4.05M Buy
44,100
+8,854
+25% +$811K 2.9% 14
2024
Q4
$3.22M Buy
35,246
+101
+0.3% +$9.25K 2.76% 14
2024
Q3
$3.23M Sell
35,145
-11,141
-24% -$1.02M 2.82% 13
2024
Q2
$4.25M Sell
46,286
-535
-1% -$49K 3.84% 7
2024
Q1
$4.3M Buy
+46,821
New +$4.29M 3.98% 7

Other funds holding BIL

Upper Left Wealth Management's BIL Position: Q3 2026 in Review

Upper Left Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 66% in Q3 2026, selling an estimated $3.53M and leaving 19,619 shares worth $1.8M. The position accounts for 0.93% of the portfolio, ranked #23.

Upper Left Wealth Management first reported a position in BIL in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.33M in Q2 2026. 264 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

  • Upper Left Wealth Management held 19,619 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.8M as of Q3 2026.
  • Upper Left Wealth Management sold 38,562 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $3.53M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.93% of Upper Left Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Upper Left Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 11 quarters since.
  • Upper Left Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.33M in Q2 2026.
  • 264 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.