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

Creative Planning’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	$129M	Buy	1,410,921 +15,883	+1%	+$1.45M	0.09%	104
2025 Q4	$127M	Buy	1,395,038 +6,034	+0.4%	+$552K	0.09%	96
2025 Q3	$127M	Sell	1,389,004 -29,726	-2%	-$2.72M	0.1%	92
2025 Q2	$130M	Sell	1,418,730 -5,677	-0.4%	-$520K	0.11%	83
2025 Q1	$131M	Buy	1,424,407 +82,867	+6%	+$7.59M	0.12%	77
2024 Q4	$123M	Buy	1,341,540 +171,716	+15%	+$15.7M	0.12%	79
2024 Q3	$107M	Sell	1,169,824 -12,057	-1%	-$1.1M	0.11%	87
2024 Q2	$108M	Buy	1,181,881 +89,794	+8%	+$8.23M	0.12%	82
2024 Q1	$100M	Buy	1,092,087 +219,788	+25%	+$20.1M	0.11%	82
2023 Q4	$79.7M	Buy	872,299 +100,684	+13%	+$9.22M	0.15%	91
2023 Q3	$70.8M	Buy	771,615 +28,014	+4%	+$2.57M	0.09%	101
2023 Q2	$68.3M	Buy	743,601 +36,712	+5%	+$3.36M	0.09%	99
2023 Q1	$64.9M	Sell	706,889 -44,521	-6%	-$4.08M	0.09%	96
2022 Q4	$68.7M	Sell	751,410 -9,504	-1%	-$870K	0.1%	95
2022 Q3	$69.7M	Buy	760,914 +36,076	+5%	+$3.3M	0.12%	78
2022 Q2	$66.3M	Buy	724,838 +488,416	+207%	+$44.7M	0.11%	87
2022 Q1	$21.6M	Sell	236,422 -63,543	-21%	-$5.81M	0.03%	189
2021 Q4	$27.4M	Buy	299,965 +52,412	+21%	+$4.79M	0.04%	151
2021 Q3	$22.6M	Sell	247,553 -2,420	-1%	-$221K	0.04%	165
2021 Q2	$22.9M	Buy	249,973 +52,633	+27%	+$4.82M	0.04%	161
2021 Q1	$18.1M	Buy	197,340 +137,440	+229%	+$12.6M	0.04%	185
2020 Q4	$5.48M	Buy	59,900 +53,206	+795%	+$4.87M	0.01%	357
2020 Q3	$613K	Sell	6,694 -12,894	-66%	-$1.18M	﹤0.01%	1028
2020 Q2	$1.79M	Sell	19,588 -3,119	-14%	-$286K	0.01%	535
2020 Q1	$2.08M	Buy	22,707 +6,414	+39%	+$587K	0.01%	425
2019 Q4	$1.49M	Sell	16,293 -2,111	-11%	-$193K	﹤0.01%	623
2019 Q3	$1.69M	Sell	18,404 -12,766	-41%	-$1.17M	0.01%	548
2019 Q2	$2.85M	Buy	31,170 +13,280	+74%	+$1.22M	0.01%	400
2019 Q1	$1.64M	Buy	17,890 +14,520	+431%	+$1.33M	0.01%	534
2018 Q4	$308K	Buy	+3,370	New	+$308K	﹤0.01%	1219
2017 Q3	–	Sell	-404	Closed	-$37K	–	2081
2017 Q2	$37K	Buy	404 +1	+0.2%	+$91	﹤0.01%	2749
2017 Q1	$37K	Sell	403 -223	-36%	-$20.4K	﹤0.01%	2683
2016 Q4	$57K	Sell	626 -1,415	-69%	-$129K	﹤0.01%	2286
2016 Q3	$187K	Sell	2,041 -2,717	-57%	-$248K	﹤0.01%	1436
2016 Q2	$435K	Buy	4,758 +4,755	+158,500%	+$435K	﹤0.01%	843
2016 Q1	$0	Buy	+3	New	+$274	﹤0.01%	4329
2015 Q2	–	Sell	-629	Closed	-$58K	–	1296
2015 Q1	$58K	Hold	629	–	–	﹤0.01%	1920
2014 Q4	$58K	Buy	+629	New	+$57.5K	﹤0.01%	1899
2014 Q3	–	Sell	-3	Closed	–	–	3991
2014 Q2	$0	Buy	+3	New	+$275	﹤0.01%	3779
2013 Q4	–	Sell	-604	Closed	-$55K	–	3320
2013 Q3	$55K	Buy	+604	New	+$55.3K	﹤0.01%	1453

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

Creative Planning's BIL Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.1% in Q1 2026, buying an estimated $1.45M and bringing the position to 1,410,921 shares worth $129M. The position accounts for 0.09% of the portfolio, ranked #104.

Creative Planning first reported a position in BIL in Q3 2013 and has held it in 40 quarters since. The position peaked at $131M in Q1 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Creative Planning held 1,410,921 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $129M as of Q1 2026.
Creative Planning bought 15,883 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.45M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Creative Planning's portfolio in Q1 2026, its #104 holding.
Creative Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2013 and has held it in 40 quarters since.
Creative Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $131M in Q1 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.