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

Portside Wealth Group’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 		$45.5M Sell
496,763
-40,658
-8% -$3.72M 5.3% 1
2026
Q1 		$49.2M Buy
537,421
+179,723
+50% +$16.4M 6.67% 1
2025
Q4 		$32.7M Buy
357,698
+64,855
+22% +$5.94M 4.4% 1
2025
Q3 		$26.9M Sell
292,843
-43,358
-13% -$3.97M 3.7% 1
2025
Q2 		$30.8M Buy
336,201
+271,828
+422% +$24.9M 4.57% 1
2025
Q1 		$5.9M Sell
64,373
-2,489
-4% -$228K 0.96% 19
2024
Q4 		$6.11M Buy
66,862
+40,091
+150% +$3.67M 1.01% 18
2024
Q3 		$2.46M Buy
26,771
+1,227
+5% +$112K 0.42% 63
2024
Q2 		$2.34M Buy
25,544
+21,445
+523% +$1.96M 0.45% 62
2024
Q1 		$376K Buy
4,099
+339
+9% +$31.1K 0.07% 246
2023
Q4 		$344K Buy
3,760
+1,256
+50% +$115K 0.06% 244
2023
Q3 		$230K Buy
+2,504
New +$229K 0.04% 292

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Portside Wealth Group's BIL Position: Q2 2026 in Review

Portside Wealth Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.6% in Q2 2026, selling an estimated $3.72M and leaving 496,763 shares worth $45.5M. The position accounts for 5.3% of the portfolio, ranked #1.

Portside Wealth Group first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $49.2M in Q1 2026. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Portside Wealth Group held 496,763 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $45.5M as of Q2 2026.
  • Portside Wealth Group sold 40,658 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.72M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 5.3% of Portside Wealth Group's portfolio in Q2 2026, its #1 holding.
  • Portside Wealth Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
  • Portside Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $49.2M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.