Krilogy Financial’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Krilogy Financial’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	$5.3M	Buy	57,936 +716	+1%	+$65.5K	0.14%	111
2026 Q2	$5.24M	Buy	57,220 +3,910	+7%	+$358K	0.16%	111
2026 Q1	$4.88M	Sell	53,310 -4,156	-7%	-$380K	0.16%	109
2025 Q4	$5.26M	Buy	57,466 +2,371	+4%	+$217K	0.18%	94
2025 Q3	$5.04M	Buy	55,095 +9,739	+21%	+$892K	0.19%	90
2025 Q2	$4.16M	Buy	45,356 +1,236	+3%	+$113K	0.24%	91
2025 Q1	$4.05M	Sell	44,120 -12,612	-22%	-$1.16M	0.26%	81
2024 Q4	$5.19M	Buy	56,732 +19,035	+50%	+$1.74M	0.35%	61
2024 Q3	$3.46M	Buy	37,697 +27,185	+259%	+$2.49M	0.24%	93
2024 Q2	$965K	Sell	10,512 -17,634	-63%	-$1.62M	0.07%	165
2024 Q1	$2.58M	Buy	28,146 +1,074	+4%	+$98.4K	0.2%	106
2023 Q4	$2.47M	Buy	27,072 +4,507	+20%	+$413K	0.21%	96
2023 Q3	$2.07M	Sell	22,565 -14,588	-39%	-$1.34M	0.19%	109
2023 Q2	$3.41M	Sell	37,153 -11,917	-24%	-$1.09M	0.31%	78
2023 Q1	$4.51M	Buy	49,070 +27,365	+126%	+$2.51M	0.38%	57
2022 Q4	$1.99M	Buy	+21,705	New	+$1.99M	0.19%	96

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Krilogy Financial's BIL Position: Q3 2026 in Review

Krilogy Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.3% in Q3 2026, buying an estimated $65.5K and bringing the position to 57,936 shares worth $5.3M. The position accounts for 0.14% of the portfolio, ranked #111.

Krilogy Financial first reported a position in BIL in Q4 2022 and has held it in 16 quarters since. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Krilogy Financial held 57,936 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.3M as of Q3 2026.
Krilogy Financial bought 716 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $65.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.14% of Krilogy Financial's portfolio in Q3 2026, its #111 holding.
Krilogy Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 16 quarters since.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.