Spectrum Planning & Advisory Services Inc.
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1725394
SAN DIEGO, CA
Position in BIL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$14,291,991
-$795,578 QoQ
Shares Held
155,958
-5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
27.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,291,991 | 155,958 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $15,087,569 | 165,108 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,840,254 | 63,654 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,965,854 | 43,234 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,961,095 | 21,379 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $551,048 | 6,027 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $6,883,958 | 75,005 | Shares | Sole | 2024-07-18 | |
| 2022-12-31 | $2,226,196 | 24,338 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,731,598 | 51,655 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $7,248,752 | 79,230 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,351,246 | 80,403 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,423,475 | 81,193 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,472,715 | 70,771 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,812,685 | 74,480 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $6,789,391 | 74,201 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $7,649,150 | 83,579 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||