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

Private 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	–	Sell	-13,987	Closed	-$1.28M	–	73
2026 Q2	$1.28M	Sell	13,987 -2,327	-14%	-$213K	0.5%	27
2026 Q1	$1.5M	Sell	16,314 -1,615	-9%	-$148K	0.7%	23
2025 Q4	$1.64M	Sell	17,929 -140,575	-89%	-$12.9M	0.79%	22
2025 Q3	$14.5M	Sell	158,504 -67,216	-30%	-$6.16M	7.24%	2
2025 Q2	$20.7M	Sell	225,720 -895	-0.4%	-$82K	11.01%	2
2025 Q1	$20.8M	Buy	226,615 +26,241	+13%	+$2.4M	12.22%	2
2024 Q4	$18.3M	Buy	200,374 +30,558	+18%	+$2.8M	8.96%	2
2024 Q3	$15.6M	Buy	169,816 +449	+0.3%	+$41.1K	7.79%	2
2024 Q2	$15.5M	Buy	169,367 +5,067	+3%	+$464K	8.16%	2
2024 Q1	$15.1M	Sell	164,300 -11,825	-7%	-$1.08M	7.82%	2
2023 Q4	$16.1M	Buy	176,125 +22,907	+15%	+$2.1M	9.13%	2
2023 Q3	$14.1M	Buy	153,218 +55,289	+56%	+$5.07M	9.22%	2
2023 Q2	$8.99M	Buy	97,929 +60,494	+162%	+$5.54M	9.25%	2
2023 Q1	$3.44M	Buy	37,435 +14,748	+65%	+$1.35M	4.73%	6
2022 Q4	$2.08M	Buy	22,687 +9,273	+69%	+$849K	2.95%	7
2022 Q3	$1.23M	Buy	13,414 +4,379	+48%	+$401K	1.92%	15
2022 Q2	$827K	Buy	+9,035	New	+$826K	1.02%	25

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 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

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

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

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

Private Wealth Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026, closing a stake of 13,987 shares — an estimated $1.28M sold.

Private Wealth Group first reported a position in BIL in Q2 2022 and held it in 17 quarters. The position peaked at $20.8M in Q1 2025. 514 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Private Wealth Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2026 after selling out during the quarter.
Private Wealth Group sold 13,987 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.28M.
Private Wealth Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and held it in 17 quarters.
Private Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $20.8M in Q1 2025.
514 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.