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

Eldridge Investment 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 Q2	$337K	Sell	3,693 -17	-0.5%	-$1.56K	0.07%	134
2026 Q1	$339K	Sell	3,710 -684	-16%	-$62.6K	0.07%	128
2025 Q4	$402K	Buy	4,394 +6	+0.1%	+$549	0.09%	123
2025 Q3	$401K	Sell	4,388 -212	-5%	-$19.4K	0.09%	125
2025 Q2	$421K	Buy	4,600 +454	+11%	+$41.6K	0.09%	117
2025 Q1	$379K	Sell	4,146 -974	-19%	-$89.2K	0.09%	122
2024 Q4	$468K	Sell	5,120 -12,303	-71%	-$1.13M	0.11%	109
2024 Q3	$1.59M	Sell	17,423 -1,141	-6%	-$105K	0.37%	61
2024 Q2	$1.7M	Sell	18,564 -1,258	-6%	-$115K	0.43%	54
2024 Q1	$1.82M	Sell	19,822 -5,191	-21%	-$476K	0.47%	49
2023 Q4	$2.29M	Sell	25,013 -37,527	-60%	-$3.44M	0.6%	39
2023 Q3	$5.72M	Sell	62,540 -2,943	-4%	-$270K	1.9%	15
2023 Q2	$6.01M	Buy	65,483 +10,041	+18%	+$920K	1.97%	16
2023 Q1	$5.09M	Buy	55,442 +10,020	+22%	+$918K	1.76%	13
2022 Q4	$4.16M	Buy	+45,422	New	+$4.16M	1.45%	18

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

Eldridge Investment Advisors's BIL Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.46% in Q2 2026, selling an estimated $1.56K and leaving 3,693 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #134.

Eldridge Investment Advisors first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.01M in Q2 2023. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Eldridge Investment Advisors held 3,693 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $337K as of Q2 2026.
Eldridge Investment Advisors sold 17 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.56K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of Eldridge Investment Advisors's portfolio in Q2 2026, its #134 holding.
Eldridge Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Eldridge Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.01M in Q2 2023.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.