MGIA
BIL icon

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

Moneta Group Investment 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 		$160M Buy
1,746,817
+192,079
+12% +$17.6M 1.2% 20
2025
Q4 		$142M Buy
1,554,738
+542,365
+54% +$49.7M 1.08% 21
2025
Q3 		$92.9M Buy
1,012,373
+275,339
+37% +$25.2M 0.74% 29
2025
Q2 		$67.6M Buy
737,034
+120,058
+19% +$11M 0.81% 30
2025
Q1 		$56.6M Buy
616,976
+74,376
+14% +$6.81M 0.78% 31
2024
Q4 		$49.6M Buy
542,600
+154,715
+40% +$14.2M 0.7% 32
2024
Q3 		$35.6M Buy
387,885
+378,142
+3,881% +$34.6M 0.52% 41
2024
Q2 		$894K Buy
9,743
+7,232
+288% +$663K 0.01% 282
2024
Q1 		$231K Buy
2,511
+79
+3% +$7.24K ﹤0.01% 545
2023
Q4 		$222K Sell
2,432
-81
-3% -$7.42K ﹤0.01% 512
2023
Q3 		$231K Buy
2,513
+89
+4% +$8.16K 0.01% 459
2023
Q2 		$223K Sell
2,424
-3,673
-60% -$337K ﹤0.01% 485
2023
Q1 		$560K Sell
6,097
-2,056
-25% -$188K 0.01% 300
2022
Q4 		$748K Sell
8,153
-1,105
-12% -$101K 0.02% 239
2022
Q3 		$848K Sell
9,258
-3,793
-29% -$347K 0.03% 205
2022
Q2 		$1.19M Buy
13,051
+1,020
+8% +$93.3K 0.04% 186
2022
Q1 		$1.1M Buy
12,031
+11,795
+4,998% +$1.08M 0.04% 189
2021
Q4 		$442K Sell
236
-38,054
-99% -$3.48M 0.02% 314
2021
Q3 		$3.5M Sell
38,290
-14,536
-28% -$1.33M 0.16% 94
2021
Q2 		$4.83M Buy
+52,826
New +$4.83M 0.22% 83

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Moneta Group Investment Advisors's BIL Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 12% in Q1 2026, buying an estimated $17.6M and bringing the position to 1,746,817 shares worth $160M. The position accounts for 1.2% of the portfolio, ranked #20.

Moneta Group Investment Advisors first reported a position in BIL in Q2 2021 and has held it in 20 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Moneta Group Investment Advisors held 1,746,817 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $160M as of Q1 2026.
  • Moneta Group Investment Advisors bought 192,079 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $17.6M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.2% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2021 and has held it in 20 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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.