Clearstead Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Clearstead Advisors’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	$1.26M	Buy	13,794 +836	+6%	+$76.5K	0.01%	457
2025 Q4	$1.18M	Buy	12,958 +75	+0.6%	+$6.87K	0.01%	429
2025 Q3	$1.18M	Sell	12,883 -13,537	-51%	-$1.24M	0.02%	416
2025 Q2	$2.42M	Buy	26,420 +2,215	+9%	+$203K	0.03%	284
2025 Q1	$2.22M	Sell	24,205 -213,347	-90%	-$19.5M	0.03%	285
2024 Q4	$21.7M	Buy	237,552 +182,715	+333%	+$16.7M	0.33%	68
2024 Q3	$5.03M	Sell	54,837 -52,510	-49%	-$4.81M	0.08%	181
2024 Q2	$9.85M	Buy	107,347 +106,843	+21,199%	+$9.79M	0.17%	125
2024 Q1	$46.2K	Hold	504	–	–	﹤0.01%	782
2023 Q4	$46.1K	Sell	504 -858	-63%	-$78.6K	﹤0.01%	762
2023 Q3	$125K	Buy	1,362 +858	+170%	+$78.6K	﹤0.01%	677
2023 Q2	$46.3K	Sell	504 -1,163	-70%	-$107K	﹤0.01%	738
2023 Q1	$153K	Sell	1,667 -123	-7%	-$11.3K	0.01%	437
2022 Q4	$164K	Hold	1,790	–	–	0.01%	407
2022 Q3	$164K	Buy	+1,790	New	+$164K	0.02%	392
2022 Q2	–	Sell	-135	Closed	-$12K	–	1284
2022 Q1	$12K	Hold	135	–	–	﹤0.01%	959
2021 Q4	$12K	Buy	+135	New	+$12.3K	﹤0.01%	909
2020 Q3	–	Sell	-29	Closed	-$3K	–	886
2020 Q2	$3K	Buy	+29	New	+$2.65K	﹤0.01%	705

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

Clearstead Advisors's BIL Position: Q1 2026 in Review

Clearstead Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.5% in Q1 2026, buying an estimated $76.5K and bringing the position to 13,794 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #457.

Clearstead Advisors first reported a position in BIL in Q2 2020 and has held it in 18 quarters since. The position peaked at $21.7M in Q4 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Clearstead Advisors held 13,794 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.26M as of Q1 2026.
Clearstead Advisors bought 836 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $76.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #457 holding.
Clearstead Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 18 quarters since.
Clearstead Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $21.7M in Q4 2024.
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 Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.