Clarkston Capital Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Clarkston Capital Partners’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	$1.97M	Sell	21,510 -39,705	-65%	-$3.63M	0.17%	51
2026 Q1	$5.61M	Sell	61,215 -133,047	-68%	-$12.2M	0.43%	41
2025 Q4	$17.8M	Buy	194,262 +54,899	+39%	+$5.03M	0.41%	56
2025 Q3	$12.8M	Sell	139,363 -8,420	-6%	-$771K	0.28%	62
2025 Q2	$13.6M	Sell	147,783 -105,393	-42%	-$9.65M	0.29%	57
2025 Q1	$23.2M	Buy	253,176 +9,813	+4%	+$899K	0.46%	46
2024 Q4	$22.3M	Sell	243,363 -8,085	-3%	-$740K	0.43%	44
2024 Q3	$23.1M	Buy	251,448 +65,223	+35%	+$5.98M	0.42%	42
2024 Q2	$17.1M	Buy	+186,225	New	+$17.1M	0.33%	49
2021 Q2	–	Sell	-7,867	Closed	-$720K	–	181
2021 Q1	$720K	Hold	7,867	–	–	0.01%	89
2020 Q4	$720K	Buy	+7,867	New	+$720K	0.02%	76

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

Clarkston Capital Partners's BIL Position: Q2 2026 in Review

Clarkston Capital Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 65% in Q2 2026, selling an estimated $3.63M and leaving 21,510 shares worth $1.97M. The position accounts for 0.17% of the portfolio, ranked #51.

Clarkston Capital Partners first reported a position in BIL in Q4 2020 and has held it in 11 quarters since. The position peaked at $23.2M in Q1 2025. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Clarkston Capital Partners held 21,510 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.97M as of Q2 2026.
Clarkston Capital Partners sold 39,705 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.63M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.17% of Clarkston Capital Partners's portfolio in Q2 2026, its #51 holding.
Clarkston Capital Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 11 quarters since.
Clarkston Capital Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $23.2M in Q1 2025.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Clarkston Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.