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

Private Advisory 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	$2.17M	Buy	23,710 +14,496	+157%	+$1.33M	0.12%	138
2026 Q1	$844K	Sell	9,214 -32,136	-78%	-$2.94M	0.06%	170
2025 Q4	$3.78M	Buy	+41,350	New	+$3.79M	0.3%	73
2025 Q3	–	Sell	-7,749	Closed	-$711K	–	219
2025 Q2	$711K	Sell	7,749 -92,424	-92%	-$8.46M	0.06%	142
2025 Q1	$9.19M	Sell	100,173 -31,327	-24%	-$2.87M	1.03%	27
2024 Q4	$12M	Buy	131,500 +124,853	+1,878%	+$11.4M	1.35%	17
2024 Q3	$610K	Sell	6,647 -20,232	-75%	-$1.85M	0.07%	140
2024 Q2	$2.47M	Sell	26,879 -10,485	-28%	-$961K	0.32%	76
2024 Q1	$3.43M	Sell	37,364 -24,139	-39%	-$2.21M	0.49%	63
2023 Q4	$5.62M	Buy	61,503 +12,539	+26%	+$1.15M	0.98%	25
2023 Q3	$4.5M	Buy	48,964 +28,106	+135%	+$2.58M	0.89%	30
2023 Q2	$1.92M	Sell	20,858 -70,294	-77%	-$6.44M	0.38%	63
2023 Q1	$8.37M	Sell	91,152 -34,693	-28%	-$3.18M	1.78%	14
2022 Q4	$11.5M	Buy	125,845 +42,925	+52%	+$3.93M	2.52%	8
2022 Q3	$7.59M	Sell	82,920 -53,400	-39%	-$4.88M	1.74%	13
2022 Q2	$12.5M	Buy	+136,320	New	+$12.5M	2.83%	6
2021 Q2	–	Sell	-2,216	Closed	-$203K	–	128
2021 Q1	$203K	Sell	2,216 -698	-24%	-$63.9K	0.06%	118
2020 Q4	$267K	Buy	+2,914	New	+$267K	0.09%	112
2020 Q2	–	Sell	-52,634	Closed	-$4.82M	–	111
2020 Q1	$4.82M	Buy	+52,634	New	+$4.82M	2.46%	8
2018 Q1	–	Sell	-43,508	Closed	-$3.98M	–	105
2017 Q4	$3.98M	Buy	+43,508	New	+$3.98M	2.14%	10

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

Private Advisory Group's BIL Position: Q2 2026 in Review

Private Advisory Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 157% in Q2 2026, buying an estimated $1.33M and bringing the position to 23,710 shares worth $2.17M. The position accounts for 0.12% of the portfolio, ranked #138.

Private Advisory Group first reported a position in BIL in Q4 2017 and has held it in 20 quarters since. The position peaked at $12.5M in Q2 2022. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Private Advisory Group held 23,710 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.17M as of Q2 2026.
Private Advisory Group bought 14,496 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.33M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Private Advisory Group's portfolio in Q2 2026, its #138 holding.
Private Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2017 and has held it in 20 quarters since.
Private Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.5M in Q2 2022.
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 Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.