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BIL icon

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
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

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
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 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

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

Private Wealth Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q2 2026, selling an estimated $213K and leaving 13,987 shares worth $1.28M. The position accounts for 0.5% of the portfolio, ranked #27.

Private Wealth Group first reported a position in BIL in Q2 2022 and has held it in 17 quarters since. The position peaked at $20.8M in Q1 2025. 261 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Private Wealth Group held 13,987 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.28M as of Q2 2026.
  • Private Wealth Group sold 2,327 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $213K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.5% of Private Wealth Group's portfolio in Q2 2026, its #27 holding.
  • Private Wealth Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 17 quarters since.
  • Private Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $20.8M in Q1 2025.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.