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 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

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

Krilogy Financial's BIL Position: Q1 2026 in Review

Krilogy Financial reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.2% in Q1 2026, selling an estimated $380K and leaving 53,310 shares worth $4.88M. The position accounts for 0.16% of the portfolio, ranked #109.

Krilogy Financial first reported a position in BIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.26M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Krilogy Financial held 53,310 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.88M as of Q1 2026.
Krilogy Financial sold 4,156 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $380K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.16% of Krilogy Financial's portfolio in Q1 2026, its #109 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 14 quarters since.
Krilogy Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.26M in Q4 2025.
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 Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.