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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$356K Sell
3,888
-2,421
-38% -$222K 0.12% 168
2025
Q4
$577K Sell
6,309
-706
-10% -$64.6K 0.19% 113
2025
Q3
$644K Sell
7,015
-884
-11% -$81K 0.23% 102
2025
Q2
$722K Sell
7,899
-22
-0.3% -$2.02K 0.28% 89
2025
Q1
$724K Buy
7,921
+2,124
+37% +$195K 0.33% 75
2024
Q4
$658K Buy
+5,797
New +$531K 0.33% 73

Other funds holding BIL

Medallion Wealth Advisors's BIL Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 38% in Q1 2026, selling an estimated $222K and leaving 3,888 shares worth $356K. The position accounts for 0.12% of the portfolio, ranked #168.

Medallion Wealth Advisors first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $724K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Medallion Wealth Advisors held 3,888 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $356K as of Q1 2026.
  • Medallion Wealth Advisors sold 2,421 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $222K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #168 holding.
  • Medallion Wealth Advisors 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.
  • Medallion Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $724K in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.