J.W. Cole Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

J.W. Cole 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	$19.5M	Buy	212,357 +53,125	+33%	+$4.86M	0.66%	22
2025 Q4	$10.9M	Buy	159,232 +73,347	+85%	+$6.71M	0.27%	72
2025 Q3	$7.88M	Buy	85,885 +21,937	+34%	+$2.01M	0.15%	135
2025 Q2	$5.87M	Buy	63,948 +37,940	+146%	+$3.47M	0.12%	173
2025 Q1	$2.39M	Sell	26,008 -328	-1%	-$30K	0.07%	274
2024 Q4	$2.41M	Buy	26,336 +13,880	+111%	+$1.27M	0.1%	208
2024 Q3	$1.14M	Sell	12,456 -5,709	-31%	-$523K	0.05%	360
2024 Q2	$1.67M	Sell	18,165 -9,398	-34%	-$861K	0.08%	246
2024 Q1	$2.53M	Sell	27,563 -27,040	-50%	-$2.48M	0.13%	174
2023 Q4	$4.99M	Buy	54,603 +46,725	+593%	+$4.28M	0.29%	79
2023 Q3	$723K	Sell	7,878 -4,983	-39%	-$457K	0.05%	312
2023 Q2	$1.18M	Sell	12,861 -18,876	-59%	-$1.73M	0.08%	242
2023 Q1	$2.91M	Sell	31,737 -57,859	-65%	-$5.3M	0.21%	122
2022 Q4	$8.2M	Buy	89,596 +38,922	+77%	+$3.56M	0.63%	28
2022 Q3	$4.64M	Buy	50,674 +26,015	+105%	+$2.38M	0.39%	58
2022 Q2	$2.26M	Buy	24,659 +19,683	+396%	+$1.8M	0.18%	141
2022 Q1	$455K	Buy	+4,976	New	+$455K	0.03%	482

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

J.W. Cole Advisors's BIL Position: Q1 2026 in Review

J.W. Cole Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 33% in Q1 2026, buying an estimated $4.86M and bringing the position to 212,357 shares worth $19.5M. The position accounts for 0.66% of the portfolio, ranked #22.

J.W. Cole Advisors first reported a position in BIL in Q1 2022 and has held it in 17 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

J.W. Cole Advisors held 212,357 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $19.5M as of Q1 2026.
J.W. Cole Advisors bought 53,125 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $4.86M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.66% of J.W. Cole Advisors's portfolio in Q1 2026, its #22 holding.
J.W. Cole Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 17 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 J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.