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

Crescent Grove 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	$10.6M	Buy	116,101 +41,927	+57%	+$3.84M	1.02%	28
2025 Q4	$6.78M	Sell	74,174 -37,963	-34%	-$3.48M	0.63%	33
2025 Q3	$10.3M	Buy	112,137 +64,304	+134%	+$5.89M	0.98%	25
2025 Q2	$4.39M	Sell	47,833 -48,488	-50%	-$4.44M	0.43%	51
2025 Q1	$8.84M	Buy	96,321 +65,143	+209%	+$5.97M	0.92%	28
2024 Q4	$2.85M	Sell	31,178 -514	-2%	-$47.1K	0.28%	63
2024 Q3	$2.91M	Sell	31,692 -753	-2%	-$69K	0.3%	58
2024 Q2	$2.98M	Buy	32,445 +4,665	+17%	+$427K	0.33%	55
2024 Q1	$2.55M	Buy	27,780 +4,309	+18%	+$395K	0.27%	62
2023 Q4	$2.15M	Sell	23,471 -13,618	-37%	-$1.25M	0.24%	64
2023 Q3	$3.41M	Sell	37,089 -7,548	-17%	-$692K	0.42%	44
2023 Q2	$4.1M	Sell	44,637 -5,844	-12%	-$535K	0.44%	47
2023 Q1	$4.64M	Buy	50,481 +16,931	+50%	+$1.55M	0.54%	37
2022 Q4	$3.07M	Buy	33,550 +26,520	+377%	+$2.43M	0.32%	51
2022 Q3	$644K	Hold	7,030	–	–	0.07%	132
2022 Q2	$643K	Hold	7,030	–	–	0.07%	143
2022 Q1	$643K	Hold	7,030	–	–	0.06%	157
2021 Q4	$643K	Sell	7,030 -2,575	-27%	-$235K	0.06%	149
2021 Q3	$878K	Sell	9,605 -4,595	-32%	-$420K	0.09%	112
2021 Q2	$1.3M	Hold	14,200	–	–	0.14%	88
2021 Q1	$1.3M	Buy	+14,200	New	+$1.3M	0.15%	74

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

Crescent Grove Advisors's BIL Position: Q1 2026 in Review

Crescent Grove Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 57% in Q1 2026, buying an estimated $3.84M and bringing the position to 116,101 shares worth $10.6M. The position accounts for 1.02% of the portfolio, ranked #28.

Crescent Grove Advisors first reported a position in BIL in Q1 2021 and has held it in 21 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Crescent Grove Advisors held 116,101 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $10.6M as of Q1 2026.
Crescent Grove Advisors bought 41,927 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $3.84M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #28 holding.
Crescent Grove Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and has held it in 21 quarters since.
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 Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.