Calamos Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Calamos Wealth Management’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	$13.8M	Buy	150,710 +21,672	+17%	+$1.98M	0.42%	58
2026 Q1	$11.8M	Sell	129,038 -42,545	-25%	-$3.89M	0.41%	51
2025 Q4	$15.7M	Buy	171,583 +20,362	+13%	+$1.86M	0.54%	43
2025 Q3	$13.9M	Buy	151,221 +96,262	+175%	+$8.82M	0.5%	46
2025 Q2	$5.04M	Buy	+54,959	New	+$5.03M	0.21%	77

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Calamos Wealth Management's BIL Position: Q2 2026 in Review

Calamos Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 17% in Q2 2026, buying an estimated $1.98M and bringing the position to 150,710 shares worth $13.8M. The position accounts for 0.42% of the portfolio, ranked #58.

Calamos Wealth Management first reported a position in BIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.7M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Calamos Wealth Management held 150,710 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13.8M as of Q2 2026.
Calamos Wealth Management bought 21,672 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.98M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.42% of Calamos Wealth Management's portfolio in Q2 2026, its #58 holding.
Calamos Wealth Management 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.
Calamos Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $15.7M in Q4 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.