PYA Waltman Capital’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

PYA Waltman Capital’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	$465K	Sell	5,079 -492	-9%	-$45K	0.11%	57
2026 Q1	$511K	Buy	5,571 +6	+0.1%	+$549	0.14%	56
2025 Q4	$509K	Buy	5,565 +16	+0.3%	+$1.47K	0.14%	58
2025 Q3	$509K	Buy	5,549 +12	+0.2%	+$1.1K	0.14%	58
2025 Q2	$508K	Buy	5,537 +12	+0.2%	+$1.1K	0.15%	57
2025 Q1	$507K	Sell	5,525 -428	-7%	-$39.2K	0.16%	57
2024 Q4	$544K	Buy	5,953 +7	+0.1%	+$641	0.18%	57
2024 Q3	$546K	Sell	5,946 -4,171	-41%	-$382K	0.18%	56
2024 Q2	$929K	Sell	10,117 -69	-0.7%	-$6.32K	0.34%	47
2024 Q1	$935K	Buy	10,186 +4	+0%	+$366	0.35%	47
2023 Q4	$931K	Sell	10,182 -10,956	-52%	-$1M	0.39%	42
2023 Q3	$1.94M	Buy	21,138 +2	+0%	+$183	0.82%	28
2023 Q2	$1.94M	Sell	21,136 -101	-0.5%	-$9.25K	0.83%	22
2023 Q1	$1.95M	Buy	+21,237	New	+$1.95M	0.97%	21

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

PYA Waltman Capital's BIL Position: Q2 2026 in Review

PYA Waltman Capital reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.8% in Q2 2026, selling an estimated $45K and leaving 5,079 shares worth $465K. The position accounts for 0.11% of the portfolio, ranked #57.

PYA Waltman Capital first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.95M in Q1 2023. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

PYA Waltman Capital held 5,079 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $465K as of Q2 2026.
PYA Waltman Capital sold 492 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $45K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of PYA Waltman Capital's portfolio in Q2 2026, its #57 holding.
PYA Waltman Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
PYA Waltman Capital's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.95M in Q1 2023.
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 PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.