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 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 $1.66T 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

Calamos Wealth Management's BIL Position: Q1 2026 in Review

Calamos Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 25% in Q1 2026, selling an estimated $3.89M and leaving 129,038 shares worth $11.8M. The position accounts for 0.41% of the portfolio, ranked #51.

Calamos Wealth Management first reported a position in BIL in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.7M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Calamos Wealth Management held 129,038 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $11.8M as of Q1 2026.
Calamos Wealth Management sold 42,545 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $3.89M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.41% of Calamos Wealth Management's portfolio in Q1 2026, its #51 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 4 quarters since.
Calamos Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $15.7M in Q4 2025.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.