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

NewEdge Wealth’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	$778K	Buy	8,489 +2,135	+34%	+$195K	0.01%	691
2025 Q4	$581K	Sell	6,354 -10,585	-62%	-$969K	0.01%	781
2025 Q3	$1.55M	Sell	16,939 -78,327	-82%	-$7.18M	0.02%	453
2025 Q2	$8.72M	Buy	+95,266	New	+$8.72M	0.14%	127
2024 Q4	–	Sell	-2,606	Closed	-$239K	–	920
2024 Q3	$239K	Sell	2,606 -7,146	-73%	-$655K	﹤0.01%	786
2024 Q2	$895K	Sell	9,752 -1,743	-15%	-$160K	0.02%	433
2024 Q1	$1.05M	Sell	11,495 -11,718	-50%	-$1.07M	0.02%	419
2023 Q4	$2.12M	Sell	23,213 -1,229	-5%	-$113K	0.05%	289
2023 Q3	$2.24M	Sell	24,442 -916	-4%	-$83.9K	0.07%	235
2023 Q2	$2.33M	Buy	25,358 +5,966	+31%	+$547K	0.08%	225
2023 Q1	$1.78M	Buy	+19,392	New	+$1.78M	0.07%	242

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 Wealth's BIL Position: Q1 2026 in Review

NewEdge Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 34% in Q1 2026, buying an estimated $195K and bringing the position to 8,489 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #691.

NewEdge Wealth first reported a position in BIL in Q1 2023 and has held it in 11 quarters since. The position peaked at $8.72M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

NewEdge Wealth held 8,489 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $778K as of Q1 2026.
NewEdge Wealth bought 2,135 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $195K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #691 holding.
NewEdge Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 11 quarters since.
NewEdge Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.72M 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 Wealth's 13F filing for Q1 2026, filed 13 May 2026.