Great Valley Advisor Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Great Valley Advisor 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 Q3	$17.1M	Buy	187,098 +5,405	+3%	+$495K	0.25%	98
2026 Q2	$16.7M	Sell	181,693 -53	-0%	-$4.85K	0.26%	94
2026 Q1	$16.7M	Buy	181,746 +7,753	+4%	+$710K	0.3%	87
2025 Q4	$15.9M	Buy	173,993 +11,404	+7%	+$1.04M	0.31%	84
2025 Q3	$14.9M	Sell	162,589 -2,702	-2%	-$248K	0.3%	85
2025 Q2	$15.2M	Sell	165,291 -9,282	-5%	-$850K	0.34%	80
2025 Q1	$16M	Buy	174,573 +371	+0.2%	+$34K	0.34%	75
2024 Q4	$15.9M	Buy	174,202 +41,088	+31%	+$3.76M	0.36%	73
2024 Q3	$12.2M	Buy	133,114 +4,850	+4%	+$444K	0.3%	85
2024 Q2	$11.8M	Buy	128,264 +13,642	+12%	+$1.25M	0.33%	82
2024 Q1	$10.5M	Buy	114,622 +13,590	+13%	+$1.24M	0.32%	83
2023 Q4	$9.23M	Buy	101,032 +9,421	+10%	+$863K	0.32%	79
2023 Q3	$8.41M	Buy	91,611 +27,400	+43%	+$2.51M	0.35%	72
2023 Q2	$5.9M	Buy	64,211 +23,970	+60%	+$2.2M	0.25%	105
2023 Q1	$3.69M	Sell	40,241 -55,407	-58%	-$5.08M	0.17%	149
2022 Q4	$8.75M	Buy	95,648 +86,213	+914%	+$7.89M	0.45%	53
2022 Q3	$864K	Sell	9,435 -1,677	-15%	-$153K	0.05%	328
2022 Q2	$1.02M	Buy	11,112 +227	+2%	+$20.8K	0.06%	303
2022 Q1	$995K	Buy	10,885 +1,101	+11%	+$101K	0.06%	279
2021 Q4	$895K	Buy	9,784 +2,568	+36%	+$235K	0.06%	275
2021 Q3	$660K	Buy	7,216 +1,224	+20%	+$112K	0.05%	309
2021 Q2	$548K	Buy	5,992 +1,441	+32%	+$132K	0.04%	328
2021 Q1	$416K	Buy	4,551 +1,106	+32%	+$101K	0.04%	341
2020 Q4	$315K	Sell	3,445 -641	-16%	-$58.7K	0.03%	365
2020 Q3	$374K	Sell	4,086 -440	-10%	-$40.3K	0.05%	295
2020 Q2	$414K	Buy	4,526 +291	+7%	+$26.6K	0.07%	264
2020 Q1	$388K	Sell	4,235 -557	-12%	-$51K	0.1%	208
2019 Q4	$438K	Buy	4,792 +290	+6%	+$26.5K	0.1%	222
2019 Q3	$412K	Buy	4,502 +34	+0.8%	+$3.11K	0.1%	219
2019 Q2	$409K	Buy	4,468 +294	+7%	+$26.9K	0.1%	206
2019 Q1	$382K	Buy	+4,174	New	+$382K	0.12%	189

Other funds holding BIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Great Valley Advisor Group's BIL Position: Q3 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3% in Q3 2026, buying an estimated $495K and bringing the position to 187,098 shares worth $17.1M. The position accounts for 0.25% of the portfolio, ranked #98.

Great Valley Advisor Group first reported a position in BIL in Q1 2019 and has held it in 31 quarters since. 906 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Great Valley Advisor Group held 187,098 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $17.1M as of Q3 2026.
Great Valley Advisor Group bought 5,405 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $495K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.25% of Great Valley Advisor Group's portfolio in Q3 2026, its #98 holding.
Great Valley Advisor Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and has held it in 31 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.