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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Krilogy Financial's BIL Position: Q2 2026 in Review

Krilogy Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.3% in Q2 2026, buying an estimated $358K and bringing the position to 57,220 shares worth $5.24M. The position accounts for 0.16% of the portfolio, ranked #111.

Krilogy Financial first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.26M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Krilogy Financial held 57,220 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.24M as of Q2 2026.
Krilogy Financial bought 3,910 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $358K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.16% of Krilogy Financial's portfolio in Q2 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 15 quarters since.
Krilogy Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.26M in Q4 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.