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

Perennial 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	$4.83M	Sell	52,726 -758	-1%	-$69.4K	0.39%	55
2025 Q4	$4.89M	Sell	53,484 -619	-1%	-$56.7K	0.39%	55
2025 Q3	$4.96M	Buy	54,103 +4,013	+8%	+$368K	0.41%	49
2025 Q2	$4.59M	Buy	50,090 +492	+1%	+$45.1K	0.44%	46
2025 Q1	$4.55M	Sell	49,598 -1,861	-4%	-$170K	0.51%	40
2024 Q4	$4.71M	Sell	51,459 -870	-2%	-$79.7K	0.55%	36
2024 Q3	$4.8M	Sell	52,329 -4,094	-7%	-$375K	0.62%	36
2024 Q2	$5.18M	Buy	56,423 +2,081	+4%	+$191K	0.74%	29
2024 Q1	$4.99M	Buy	54,342 +1,633	+3%	+$150K	0.76%	34
2023 Q4	$4.82M	Buy	52,709 +21,714	+70%	+$1.99M	0.8%	31
2023 Q3	$2.85M	Buy	30,995 +16,017	+107%	+$1.47M	0.51%	46
2023 Q2	$1.38M	Buy	14,978 +8,639	+136%	+$791K	0.24%	85
2023 Q1	$582K	Buy	6,339 +1,142	+22%	+$105K	0.11%	156
2022 Q4	$475K	Buy	5,197 +2,514	+94%	+$230K	0.19%	109
2022 Q3	$246K	Buy	+2,683	New	+$245K	0.11%	157
2020 Q4	–	Sell	-6,770	Closed	-$618K	–	179
2020 Q3	$618K	Sell	6,770 -15,460	-70%	-$1.42M	0.31%	75
2020 Q2	$2.04M	Sell	22,230 -3,395	-13%	-$311K	1.38%	16
2020 Q1	$2.35M	Buy	25,625 +20,200	+372%	+$1.85M	2.09%	10
2019 Q4	$496K	Buy	+5,425	New	+$496K	0.39%	63

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Perennial Investment Advisors's BIL Position: Q1 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.4% in Q1 2026, selling an estimated $69.4K and leaving 52,726 shares worth $4.83M. The position accounts for 0.39% of the portfolio, ranked #55.

Perennial Investment Advisors first reported a position in BIL in Q4 2019 and has held it in 19 quarters since. The position peaked at $5.18M in Q2 2024. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Perennial Investment Advisors held 52,726 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.83M as of Q1 2026.
Perennial Investment Advisors sold 758 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $69.4K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.39% of Perennial Investment Advisors's portfolio in Q1 2026, its #55 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 19 quarters since.
Perennial Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.18M in Q2 2024.
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 Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.