Leavell Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Leavell Investment Management’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	$994K	Buy	10,845 +1,000	+10%	+$91.5K	0.04%	326
2026 Q1	$902K	Buy	9,845 +3,494	+55%	+$320K	0.04%	318
2025 Q4	$580K	Sell	6,351 -68	-1%	-$6.22K	0.02%	382
2025 Q3	$589K	Sell	6,419 -59	-0.9%	-$5.41K	0.02%	381
2025 Q2	$594K	Buy	6,478 +279	+5%	+$25.6K	0.03%	369
2025 Q1	$569K	Buy	6,199 +8	+0.1%	+$733	0.03%	357
2024 Q4	$566K	Buy	6,191 +3,266	+112%	+$299K	0.03%	352
2024 Q3	$269K	Buy	2,925 +87	+3%	+$7.97K	0.01%	480
2024 Q2	$260K	Buy	2,838 +107	+4%	+$9.8K	0.01%	455
2024 Q1	$251K	Buy	2,731 +18	+0.7%	+$1.65K	0.01%	445
2023 Q4	$248K	Buy	+2,713	New	+$248K	0.02%	431

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

Leavell Investment Management's BIL Position: Q2 2026 in Review

Leavell Investment Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 10% in Q2 2026, buying an estimated $91.5K and bringing the position to 10,845 shares worth $994K. The position accounts for 0.04% of the portfolio, ranked #326.

Leavell Investment Management first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. 1,296 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Leavell Investment Management held 10,845 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $994K as of Q2 2026.
Leavell Investment Management bought 1,000 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $91.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #326 holding.
Leavell Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
1,296 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.