Atria Investments’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Atria Investments’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 Q1	$115M	Buy	1,256,192 +1,074,082	+590%	+$98.3M	1.29%	6
2025 Q4	$16.6M	Buy	182,110 +52,423	+40%	+$4.8M	0.19%	106
2025 Q3	$11.9M	Sell	129,687 -41,760	-24%	-$3.83M	0.14%	151
2025 Q2	$15.7M	Sell	171,447 -61,052	-26%	-$5.59M	0.19%	113
2025 Q1	$21.3M	Buy	232,499 +91,234	+65%	+$8.36M	0.27%	60
2024 Q4	$12.9M	Sell	141,265 -118,776	-46%	-$10.9M	0.16%	140
2024 Q3	$23.9M	Sell	260,041 -26,646	-9%	-$2.44M	0.3%	59
2024 Q2	$26.3M	Buy	286,687 +2,436	+0.9%	+$223K	0.34%	55
2024 Q1	$26.1M	Sell	284,251 -313,869	-52%	-$28.8M	0.36%	57
2023 Q4	$54.7M	Buy	598,120 +213,955	+56%	+$19.6M	0.85%	13
2023 Q3	$35.3M	Buy	384,165 +41,048	+12%	+$3.76M	0.63%	25
2023 Q2	$31.5M	Sell	343,117 -11,427	-3%	-$1.05M	0.57%	28
2023 Q1	$32.6M	Sell	354,544 -42,846	-11%	-$3.93M	0.62%	22
2022 Q4	$36.3M	Buy	397,390 +76,055	+24%	+$6.96M	0.75%	16
2022 Q3	$29.4M	Buy	321,335 +207,972	+183%	+$19M	0.65%	23
2022 Q2	$10.4M	Buy	113,363 +51,690	+84%	+$4.73M	0.22%	99
2022 Q1	$5.64M	Buy	61,673 +48,020	+352%	+$4.39M	0.1%	244
2021 Q4	$1.25M	Sell	13,653 -134,152	-91%	-$12.3M	0.02%	743
2021 Q3	$13.5M	Buy	147,805 +14,008	+10%	+$1.28M	0.24%	89
2021 Q2	$12.2M	Buy	133,797 +83,093	+164%	+$7.6M	0.24%	99
2021 Q1	$4.64M	Buy	50,704 +34,898	+221%	+$3.19M	0.1%	226
2020 Q4	$1.45M	Sell	15,806 -53,099	-77%	-$4.86M	0.03%	527
2020 Q3	$6.31M	Sell	68,905 -53,425	-44%	-$4.89M	0.19%	123
2020 Q2	$11.2M	Sell	122,330 -417,549	-77%	-$38.2M	0.38%	56
2020 Q1	$49.5M	Buy	539,879 +529,621	+5,163%	+$48.5M	3.8%	2
2019 Q4	$938K	Buy	10,258 +15	+0.1%	+$1.37K	0.03%	557
2019 Q3	$938K	Buy	10,243 +6,803	+198%	+$623K	0.03%	433
2019 Q2	$315K	Sell	3,440 -55,714	-94%	-$5.1M	0.01%	725
2019 Q1	$5.42M	Sell	59,154 -19,413	-25%	-$1.78M	0.23%	89
2018 Q4	$7.19M	Buy	+78,567	New	+$7.19M	0.32%	54
2017 Q4	–	Sell	-3,959	Closed	-$362K	–	822
2017 Q3	$362K	Buy	+3,959	New	+$362K	0.02%	541
2014 Q4	–	Sell	-15,463	Closed	-$1.42M	–	415
2014 Q3	$1.42M	Sell	15,463 -4,253	-22%	-$389K	0.14%	117
2014 Q2	$1.8M	Sell	19,716 -26,278	-57%	-$2.41M	0.18%	108
2014 Q1	$4.21M	Buy	45,994 +34,572	+303%	+$3.17M	0.43%	39
2013 Q4	$1.05M	Sell	11,422 -1,127	-9%	-$103K	0.1%	180
2013 Q3	$1.15M	Buy	12,549 +3,497	+39%	+$320K	0.12%	139
2013 Q2	$829K	Buy	+9,052	New	+$829K	0.1%	123

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Atria Investments's BIL Position: Q1 2026 in Review

Atria Investments increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 590% in Q1 2026, buying an estimated $98.3M and bringing the position to 1,256,192 shares worth $115M. The position accounts for 1.29% of the portfolio, ranked #6.

Atria Investments first reported a position in BIL in Q2 2013 and has held it in 37 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Atria Investments held 1,256,192 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $115M as of Q1 2026.
Atria Investments bought 1,074,082 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $98.3M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.29% of Atria Investments's portfolio in Q1 2026, its #6 holding.
Atria Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2013 and has held it in 37 quarters since.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.