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 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 $1.66T 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

Maridea Wealth Management's BIL Position: Q1 2026 in Review

Maridea Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.4% in Q1 2026, buying an estimated $1.26M and bringing the position to 226,471 shares worth $20.8M. The position accounts for 3.02% of the portfolio, ranked #1.

Maridea Wealth Management first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Maridea Wealth Management held 226,471 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $20.8M as of Q1 2026.
Maridea Wealth Management bought 13,719 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.26M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.02% of Maridea Wealth Management's portfolio in Q1 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 6 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 Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.