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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Great Valley Advisor Group's BIL Position: Q1 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.5% in Q1 2026, buying an estimated $710K and bringing the position to 181,746 shares worth $16.7M. The position accounts for 0.3% of the portfolio, ranked #87.

Great Valley Advisor Group first reported a position in BIL in Q1 2019 and has held it in 29 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Great Valley Advisor Group held 181,746 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $16.7M as of Q1 2026.
  • Great Valley Advisor Group bought 7,753 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $710K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.3% of Great Valley Advisor Group's portfolio in Q1 2026, its #87 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 29 quarters since.
  • 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 Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.