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

Elevate 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	$4.83M	Buy	52,715 +17,024	+48%	+$1.56M	3.12%	8
2025 Q4	$3.26M	Sell	35,691 -38,691	-52%	-$3.54M	2.16%	14
2025 Q3	$6.82M	Buy	74,382 +48,966	+193%	+$4.49M	4.76%	1
2025 Q2	$2.33M	Buy	25,416 +23,016	+959%	+$2.11M	1.86%	19
2025 Q1	$220K	Buy	+2,400	New	+$220K	0.2%	56

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

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

Elevate Capital Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 48% in Q1 2026, buying an estimated $1.56M and bringing the position to 52,715 shares worth $4.83M. The position accounts for 3.12% of the portfolio, ranked #8.

Elevate Capital Advisors first reported a position in BIL in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.82M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Elevate Capital Advisors held 52,715 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.83M as of Q1 2026.
Elevate Capital Advisors bought 17,024 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.56M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.12% of Elevate Capital Advisors's portfolio in Q1 2026, its #8 holding.
Elevate Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 5 quarters since.
Elevate Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.82M in Q3 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 Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.