CCP
BIL icon

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
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
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