Gladstone Institutional Advisory’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Gladstone Institutional Advisory’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	$14M	Sell	152,392 -19,350	-11%	-$1.77M	0.44%	51
2026 Q1	$15.7M	Buy	171,742 +137,678	+404%	+$12.6M	0.58%	45
2025 Q4	$3.11M	Buy	+34,064	New	+$3.12M	0.12%	187
2022 Q3	–	Sell	-7,971	Closed	-$729K	–	634
2022 Q2	$729K	Buy	+7,971	New	+$729K	0.06%	335

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

Gladstone Institutional Advisory's BIL Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 11% in Q2 2026, selling an estimated $1.77M and leaving 152,392 shares worth $14M. The position accounts for 0.44% of the portfolio, ranked #51.

Gladstone Institutional Advisory first reported a position in BIL in Q2 2022 and has held it in 4 quarters since. The position peaked at $15.7M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Gladstone Institutional Advisory held 152,392 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $14M as of Q2 2026.
Gladstone Institutional Advisory sold 19,350 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.77M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.44% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #51 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 4 quarters since.
Gladstone Institutional Advisory's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $15.7M in Q1 2026.
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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.