CIAS
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Capital Investment Advisory Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Capital Investment Advisory Services’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 		$55.8M Sell
609,138
-100,629
-14% -$9.21M 4.07% 1
2025
Q4 		$64.9M Buy
+709,767
New +$65M 4.59% 1
2025
Q3 		– Sell
-636,619
Closed -$58.4M – 1091
2025
Q2 		$58.4M Sell
636,619
-70,557
-10% -$6.46M 4.78% 1
2025
Q1 		$64.9M Sell
707,176
-7,433
-1% -$681K 5.8% 1
2024
Q4 		$65.3M Buy
714,609
+68,213
+11% +$6.25M 6.29% 1
2024
Q3 		$59.3M Buy
646,396
+38,919
+6% +$3.57M 5.63% 1
2024
Q2 		$55.8M Sell
607,477
-151,264
-20% -$13.9M 5.75% 1
2024
Q1 		$69.7M Sell
758,741
-626,262
-45% -$57.4M 7.46% 1
2023
Q4 		$127M Sell
1,385,003
-183,397
-12% -$16.8M 11.71% 1
2023
Q3 		$144M Buy
1,568,400
+45,762
+3% +$4.19M 14.1% 1
2023
Q2 		$140M Buy
1,522,638
+1,327,204
+679% +$122M 13.83% 1
2023
Q1 		$17.9M Buy
195,434
+136,894
+234% +$12.5M 2.12% 7
2022
Q4 		$5.35M Buy
58,540
+51,347
+714% +$4.7M 0.64% 30
2022
Q3 		$659K Sell
7,193
-144
-2% -$13.2K 0.09% 207
2022
Q2 		$671K Sell
7,337
-111
-1% -$10.2K 0.08% 208
2022
Q1 		$681K Sell
7,448
-5,754
-44% -$526K 0.07% 226
2021
Q4 		$1.21M Sell
13,202
-1,298
-9% -$119K 0.14% 146
2021
Q3 		$1.33M Sell
14,500
-2,157
-13% -$197K 0.17% 122
2021
Q2 		$1.52M Sell
16,657
-5,529
-25% -$506K 0.19% 106
2021
Q1 		$2.03M Sell
22,186
-47,491
-68% -$4.35M 0.29% 84
2020
Q4 		$6.38M Sell
69,677
-178,681
-72% -$16.4M 0.95% 21
2020
Q3 		$22.7M Sell
248,358
-19,143
-7% -$1.75M 4.28% 1
2020
Q2 		$24.5M Sell
267,501
-19,410
-7% -$1.78M 4.96% 2
2020
Q1 		$26.3M Buy
286,911
+2,423
+0.9% +$222K 6.42% 2
2019
Q4 		$26M Buy
284,488
+4,129
+1% +$378K 6.96% 1
2019
Q3 		$25.7M Buy
280,359
+17,205
+7% +$1.57M 7.16% 1
2019
Q2 		$24.1M Buy
263,154
+27,426
+12% +$2.51M 7.33% 1
2019
Q1 		$21.6M Buy
235,728
+23,107
+11% +$2.11M 8.04% 1
2018
Q4 		$19.4M Buy
212,621
+43,532
+26% +$3.98M 8.31% 1
2018
Q3 		$15.5M Buy
+169,089
New +$15.5M 7.25% 1

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Capital Investment Advisory Services's BIL Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q1 2026, selling an estimated $9.21M and leaving 609,138 shares worth $55.8M. The position accounts for 4.07% of the portfolio, ranked #1.

Capital Investment Advisory Services first reported a position in BIL in Q3 2018 and has held it in 30 quarters since. The position peaked at $144M in Q3 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Capital Investment Advisory Services held 609,138 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $55.8M as of Q1 2026.
  • Capital Investment Advisory Services sold 100,629 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $9.21M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.07% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1 holding.
  • Capital Investment Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and has held it in 30 quarters since.
  • Capital Investment Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $144M in Q3 2023.
  • 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 Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.