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

Maridea Wealth 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	$29.1M	Buy	317,808 +91,337	+40%	+$8.36M	3.15%	1
2026 Q1	$20.8M	Buy	226,471 +13,719	+6%	+$1.26M	3.02%	1
2025 Q4	$19.4M	Buy	212,752 +10,896	+5%	+$998K	2.92%	1
2025 Q3	$18.5M	Buy	201,856 +160,876	+393%	+$14.7M	2.88%	1
2025 Q2	$3.76M	Sell	40,980 -23,962	-37%	-$2.19M	0.98%	24
2025 Q1	$5.96M	Buy	64,942 +13,778	+27%	+$1.26M	1.94%	9
2024 Q4	$4.68M	Buy	+51,164	New	+$4.69M	1.51%	15

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

Maridea Wealth Management's BIL Position: Q2 2026 in Review

Maridea Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 40% in Q2 2026, buying an estimated $8.36M and bringing the position to 317,808 shares worth $29.1M. The position accounts for 3.15% of the portfolio, ranked #1.

Maridea Wealth Management first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Maridea Wealth Management held 317,808 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $29.1M as of Q2 2026.
Maridea Wealth Management bought 91,337 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $8.36M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.15% of Maridea Wealth Management's portfolio in Q2 2026, its #1 holding.
Maridea Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.