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

Crestwood Advisors Group’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	$5.5M	Buy	59,970 +978	+2%	+$89.5K	0.08%	144
2026 Q1	$5.41M	Sell	58,992 -33,630	-36%	-$3.08M	0.09%	138
2025 Q4	$8.46M	Buy	92,622 +18,595	+25%	+$1.7M	0.14%	113
2025 Q3	$6.79M	Buy	74,027 +21,797	+42%	+$2M	0.12%	119
2025 Q2	$4.79M	Buy	52,230 +4,704	+10%	+$431K	0.09%	137
2025 Q1	$4.36M	Sell	47,526 -17,878	-27%	-$1.64M	0.08%	139
2024 Q4	$5.98M	Buy	65,404 +9,736	+17%	+$892K	0.11%	120
2024 Q3	$5.11M	Buy	55,668 +2,409	+5%	+$221K	0.1%	125
2024 Q2	$4.89M	Buy	53,259 +37,562	+239%	+$3.44M	0.1%	122
2024 Q1	$1.44M	Buy	15,697 +4,490	+40%	+$411K	0.03%	194
2023 Q4	$1.02M	Sell	11,207 -986	-8%	-$90.3K	0.02%	208
2023 Q3	$1.12M	Sell	12,193 -7,592	-38%	-$696K	0.03%	187
2023 Q2	$1.82M	Sell	19,785 -4,460	-18%	-$409K	0.06%	114
2023 Q1	$2.23M	Buy	+24,245	New	+$2.22M	0.07%	108

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

Crestwood Advisors Group's BIL Position: Q2 2026 in Review

Crestwood Advisors Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.7% in Q2 2026, buying an estimated $89.5K and bringing the position to 59,970 shares worth $5.5M. The position accounts for 0.08% of the portfolio, ranked #144.

Crestwood Advisors Group first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.46M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Crestwood Advisors Group held 59,970 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.5M as of Q2 2026.
Crestwood Advisors Group bought 978 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $89.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Crestwood Advisors Group's portfolio in Q2 2026, its #144 holding.
Crestwood Advisors Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Crestwood Advisors Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.46M in Q4 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.