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

Lido 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	$16.3M	Buy	178,162 +129,947	+270%	+$11.9M	0.05%	233
2025 Q4	$4.42M	Sell	48,215 -548	-1%	-$50.2K	0.01%	497
2025 Q3	$4.47M	Sell	48,763 -3,760	-7%	-$344K	0.01%	469
2025 Q2	$4.82M	Buy	52,523 +19,158	+57%	+$1.75M	0.02%	383
2025 Q1	$3.06M	Sell	33,365 -4,434	-12%	-$406K	0.01%	443
2024 Q4	$3.46M	Buy	37,799 +1,053	+3%	+$96.4K	0.02%	401
2024 Q3	$3.37M	Sell	36,746 -1,197	-3%	-$110K	0.02%	366
2024 Q2	$3.48M	Sell	37,943 -3,922	-9%	-$359K	0.02%	346
2024 Q1	$3.84M	Sell	41,865 -8,530	-17%	-$781K	0.02%	316
2023 Q4	$4.61M	Sell	50,395 -10,543	-17%	-$965K	0.03%	279
2023 Q3	$5.6M	Buy	60,938 +12,258	+25%	+$1.12M	0.04%	214
2023 Q2	$4.47M	Buy	48,680 +22,457	+86%	+$2.06M	0.03%	242
2023 Q1	$2.41M	Sell	26,223 -13,436	-34%	-$1.23M	0.02%	310
2022 Q4	$3.63M	Buy	39,659 +15,989	+68%	+$1.46M	0.04%	202
2022 Q3	$2.17M	Buy	23,670 +10,483	+79%	+$959K	0.03%	254
2022 Q2	$1.21M	Sell	13,187 -5,567	-30%	-$509K	0.02%	308
2022 Q1	$1.71M	Buy	18,754 +5,746	+44%	+$525K	0.02%	287
2021 Q4	$1.19M	Sell	13,008 -1,961	-13%	-$179K	0.01%	384
2021 Q3	$1.37M	Sell	14,969 -5,555	-27%	-$508K	0.02%	337
2021 Q2	$1.88M	Sell	20,524 -2,099	-9%	-$192K	0.03%	269
2021 Q1	$2.07M	Sell	22,623 -12,597	-36%	-$1.15M	0.04%	221
2020 Q4	$3.22M	Sell	35,220 -5,172	-13%	-$473K	0.07%	160
2020 Q3	$3.7M	Sell	40,392 -4,430	-10%	-$405K	0.09%	119
2020 Q2	$4.1M	Buy	44,822 +3,074	+7%	+$281K	0.12%	104
2020 Q1	$3.83M	Sell	41,748 -12,112	-22%	-$1.11M	0.16%	86
2019 Q4	$4.92M	Sell	53,860 -46,193	-46%	-$4.23M	0.2%	78
2019 Q3	$9.16M	Buy	100,053 +54,962	+122%	+$5.03M	0.46%	34
2019 Q2	$4.13M	Sell	45,091 -5,857	-11%	-$536K	0.24%	66
2019 Q1	$4.67M	Buy	+50,948	New	+$4.66M	0.3%	53

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

Lido Advisors's BIL Position: Q1 2026 in Review

Lido Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 270% in Q1 2026, buying an estimated $11.9M and bringing the position to 178,162 shares worth $16.3M. The position accounts for 0.05% of the portfolio, ranked #233.

Lido Advisors first reported a position in BIL in Q1 2019 and has held it in 29 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Lido Advisors held 178,162 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $16.3M as of Q1 2026.
Lido Advisors bought 129,947 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $11.9M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Lido Advisors's portfolio in Q1 2026, its #233 holding.
Lido Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and has held it in 29 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 Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.