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

Plante Moran Financial 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 Q2	$3.76K	Buy	+41	New	+$3.75K	﹤0.01%	673
2026 Q1	–	Sell	-1,429	Closed	-$131K	–	740
2025 Q4	$131K	Buy	+1,429	New	+$131K	0.01%	206
2024 Q4	–	Sell	-195	Closed	-$17.9K	–	914
2024 Q3	$17.9K	Buy	+195	New	+$17.9K	﹤0.01%	542
2024 Q1	–	Sell	-4,106	Closed	-$375K	–	851
2023 Q4	$375K	Buy	+4,106	New	+$376K	0.04%	104
2022 Q3	–	Sell	-2,262	Closed	-$207K	–	869
2022 Q2	$207K	Buy	+2,262	New	+$207K	0.03%	144
2021 Q1	–	Sell	-82	Closed	-$8K	–	1000
2020 Q4	$8K	Buy	82 +61	+290%	+$5.58K	﹤0.01%	648
2020 Q3	$2K	Buy	21 +5	+31%	+$458	﹤0.01%	767
2020 Q2	$1K	Buy	+16	New	+$1.47K	﹤0.01%	694
2016 Q1	–	Sell	-1,807	Closed	-$165K	–	865
2015 Q4	$165K	Buy	+1,807	New	+$165K	0.12%	127

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Plante Moran Financial Advisors's BIL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 41 shares worth $3.76K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BIL as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in BIL in Q4 2015 and has held it in 9 quarters since. The position peaked at $375K in Q4 2023. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Plante Moran Financial Advisors held 41 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.76K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Plante Moran Financial Advisors position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #673 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2015 and has held it in 9 quarters since.
Plante Moran Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $375K in Q4 2023.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.