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

DSG Capital 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	$438K	Hold	4,785	–	–	0.07%	101
2025 Q4	$438K	Sell	4,785 -28,990	-86%	-$2.65M	0.07%	100
2025 Q3	$3.1M	Sell	33,775 -41,607	-55%	-$3.81M	0.49%	43
2025 Q2	$6.91M	Sell	75,382 -11,329	-13%	-$1.04M	1.23%	25
2025 Q1	$7.95M	Buy	86,711 +19,889	+30%	+$1.82M	1.61%	22
2024 Q4	$6.11M	Buy	+66,822	New	+$6.12M	1.11%	26

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

DSG Capital Advisors's BIL Position: Q1 2026 in Review

DSG Capital Advisors held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q1 2026 at 4,785 shares worth $438K. The position accounts for 0.07% of the portfolio, ranked #101.

DSG Capital Advisors first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.95M in Q1 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

DSG Capital Advisors held 4,785 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $438K as of Q1 2026.
DSG Capital Advisors left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of DSG Capital Advisors's portfolio in Q1 2026, its #101 holding.
DSG Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
DSG Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.95M 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 DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.