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

NewEdge 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	$42.3M	Buy	461,216 +79,464	+21%	+$7.27M	0.15%	139
2025 Q4	$34.9M	Sell	381,752 -47,458	-11%	-$4.34M	0.13%	158
2025 Q3	$39.4M	Sell	429,210 -65,614	-13%	-$6.01M	0.18%	109
2025 Q2	$45.4M	Buy	494,824 +269,840	+120%	+$24.7M	0.23%	91
2025 Q1	$20.6M	Buy	224,984 +7,637	+4%	+$699K	0.12%	175
2024 Q4	$19.9M	Sell	217,347 -30,147	-12%	-$2.76M	0.12%	172
2024 Q3	$22.7M	Buy	247,494 +96,542	+64%	+$8.85M	0.15%	151
2024 Q2	$13.9M	Buy	150,952 +45,124	+43%	+$4.13M	0.1%	201
2024 Q1	$9.71M	Buy	105,828 +27,077	+34%	+$2.48M	0.08%	230
2023 Q4	$7.2M	Sell	78,751 -47,659	-38%	-$4.36M	0.07%	274
2023 Q3	$11.6M	Buy	126,410 +7,450	+6%	+$683K	0.13%	166
2023 Q2	$10.9M	Sell	118,960 -52,019	-30%	-$4.77M	0.12%	173
2023 Q1	$15.7M	Sell	170,979 -61,295	-26%	-$5.62M	0.2%	116
2022 Q4	$8.8M	Buy	232,274 +36,566	+19%	+$3.35M	0.24%	97
2022 Q3	$17.9M	Sell	195,708 -28,400	-13%	-$2.6M	0.29%	87
2022 Q2	$20.5M	Buy	224,108 +210,845	+1,590%	+$19.3M	0.34%	77
2022 Q1	$1.21M	Sell	13,263 -2,629	-17%	-$240K	0.02%	581
2021 Q4	$1.45M	Sell	15,892 -191	-1%	-$17.5K	0.02%	565
2021 Q3	$1.47M	Buy	16,083 +3,342	+26%	+$306K	0.04%	403
2021 Q2	$1.17M	Sell	12,741 -1,156	-8%	-$106K	0.03%	455
2021 Q1	$1.27M	Sell	13,897 -5,227	-27%	-$478K	0.04%	386
2020 Q4	$1.75M	Sell	19,124 -2,618	-12%	-$240K	0.06%	284
2020 Q3	$1.99M	Sell	21,742 -55,590	-72%	-$5.09M	0.07%	244
2020 Q2	$7.08M	Buy	77,332 +12,575	+19%	+$1.15M	0.28%	88
2020 Q1	$5.93M	Sell	64,757 -13,317	-17%	-$1.22M	0.29%	88
2019 Q4	$7.14M	Sell	78,074 -40,362	-34%	-$3.69M	0.28%	92
2019 Q3	$10.8M	Buy	118,436 +71,311	+151%	+$6.53M	0.48%	53
2019 Q2	$4.32M	Sell	47,125 -10,494	-18%	-$960K	0.26%	96
2019 Q1	$5.28M	Sell	57,619 -38,527	-40%	-$3.53M	0.34%	79
2018 Q4	$8.79K	Buy	96,146 +86,656	+913%	+$7.93M	0.57%	45
2018 Q3	$869K	Buy	9,490 +445	+5%	+$40.7K	0.07%	253
2018 Q2	$827	Buy	9,045 +159	+2%	+$14.5K	0.08%	228
2018 Q1	$813K	Buy	+8,886	New	+$813K	0.09%	206
2017 Q3	–	Sell	-125	Closed	-$11.4K	–	439
2017 Q2	$11.4K	Buy	+125	New	+$11.4K	﹤0.01%	911

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

NewEdge Advisors's BIL Position: Q1 2026 in Review

NewEdge Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 21% in Q1 2026, buying an estimated $7.27M and bringing the position to 461,216 shares worth $42.3M. The position accounts for 0.15% of the portfolio, ranked #139.

NewEdge Advisors first reported a position in BIL in Q2 2017 and has held it in 34 quarters since. The position peaked at $45.4M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

NewEdge Advisors held 461,216 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $42.3M as of Q1 2026.
NewEdge Advisors bought 79,464 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $7.27M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.15% of NewEdge Advisors's portfolio in Q1 2026, its #139 holding.
NewEdge Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2017 and has held it in 34 quarters since.
NewEdge Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $45.4M in Q2 2025.
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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.