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 Q3	$44.6M	Sell	486,648 -10,115	-2%	-$926K	4.95%	1
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

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Portside Wealth Group's BIL Position: Q3 2026 in Review

Portside Wealth Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2% in Q3 2026, selling an estimated $926K and leaving 486,648 shares worth $44.6M. The position accounts for 4.95% of the portfolio, ranked #1.

Portside Wealth Group first reported a position in BIL in Q3 2023 and has held it in 13 quarters since. The position peaked at $49.2M in Q1 2026. 311 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Portside Wealth Group held 486,648 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $44.6M as of Q3 2026.
Portside Wealth Group sold 10,115 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $926K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.95% of Portside Wealth Group's portfolio in Q3 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 13 quarters since.
Portside Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $49.2M in Q1 2026.
311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.