Strategic Wealth Investment Group, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1802365
LOUISVILLE, KY
Position in BIL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$11,789,669
-$1,776,697 QoQ
Shares Held
128,652
-13.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,789,669 | 128,652 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,566,366 | 148,461 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $30,071,796 | 327,758 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,035,893 | 131,210 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,452,949 | 124,855 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $147,110 | 1,609 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $23,632,536 | 257,407 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,120,633 | 12,210 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||