Spartan Planning & Wealth Management
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1749283
GREENSBORO, NC
Position in BIL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$13,671,954
+$13,324,619 QoQ
Shares Held
149,192
+3825.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
23.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,671,954 | 149,192 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $347,335 | 3,801 | Shares | Sole | 2026-01-08 | |
| 2025-06-30 | $3,052,682 | 33,279 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,883,378 | 64,138 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $5,901,075 | 64,542 | Shares | Sole | 2025-01-07 | |
| 2023-12-31 | $168,431 | 1,843 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $18,057,504 | 196,662 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $15,711,070 | 171,762 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $24,007,260 | 262,088 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $22,781,192 | 249,002 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,805,653 | 85,373 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||