XY Planning Network’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

XY Planning Network’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	$1.05M	Buy	11,478 +3,703	+48%	+$339K	0.13%	141
2026 Q1	$711K	Buy	7,775 +19	+0.2%	+$1.74K	0.11%	160
2025 Q4	$709K	Buy	7,756 +1,142	+17%	+$105K	0.12%	144
2025 Q3	$607K	Hold	6,614	–	–	0.21%	100
2025 Q2	$607K	Buy	+6,614	New	+$606K	0.21%	100

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

XY Planning Network's BIL Position: Q2 2026 in Review

XY Planning Network increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 48% in Q2 2026, buying an estimated $339K and bringing the position to 11,478 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #141.

XY Planning Network first reported a position in BIL in Q2 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

XY Planning Network held 11,478 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.05M as of Q2 2026.
XY Planning Network bought 3,703 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $339K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.13% of XY Planning Network's portfolio in Q2 2026, its #141 holding.
XY Planning Network first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.