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 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 $1.66T 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

Crestwood Advisors Group's BIL Position: Q1 2026 in Review

Crestwood Advisors Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 36% in Q1 2026, selling an estimated $3.08M and leaving 58,992 shares worth $5.41M. The position accounts for 0.09% of the portfolio, ranked #138.

Crestwood Advisors Group first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.46M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Crestwood Advisors Group held 58,992 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.41M as of Q1 2026.
Crestwood Advisors Group sold 33,630 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $3.08M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Crestwood Advisors Group's portfolio in Q1 2026, its #138 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 13 quarters since.
Crestwood Advisors Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.46M in Q4 2025.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.