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

McAdam LLC’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 Q3	$664K	Sell	7,243 -881	-11%	-$80.6K	0.03%	231
2026 Q2	$744K	Buy	8,124 +1,884	+30%	+$172K	0.03%	209
2026 Q1	$572K	Buy	6,240 +208	+3%	+$19K	0.03%	224
2025 Q4	$551K	Sell	6,032 -301	-5%	-$27.6K	0.03%	222
2025 Q3	$581K	Sell	6,333 -1,042	-14%	-$95.5K	0.03%	192
2025 Q2	$677K	Buy	7,375 +1,081	+17%	+$99K	0.04%	172
2025 Q1	$577K	Buy	6,294 +2,584	+70%	+$237K	0.04%	175
2024 Q4	$339K	Buy	+3,710	New	+$340K	0.02%	257
2018 Q4	–	Sell	-511	Closed	-$47K	–	111
2018 Q3	$47K	Hold	511	–	–	0.02%	175
2018 Q2	$47K	Hold	511	–	–	0.02%	154
2018 Q1	$47K	Buy	+511	New	+$46.7K	0.02%	161

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

McAdam LLC's BIL Position: Q3 2026 in Review

McAdam LLC reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 11% in Q3 2026, selling an estimated $80.6K and leaving 7,243 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #231.

McAdam LLC first reported a position in BIL in Q1 2018 and has held it in 11 quarters since. The position peaked at $744K in Q2 2026. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

McAdam LLC held 7,243 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $664K as of Q3 2026.
McAdam LLC sold 881 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $80.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of McAdam LLC's portfolio in Q3 2026, its #231 holding.
McAdam LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and has held it in 11 quarters since.
McAdam LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $744K in Q2 2026.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.