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

Ritholtz Wealth Management’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 Q1	$76.1M	Buy	830,484 +799,191	+2,554%	+$73.1M	1.32%	15
2025 Q4	$2.86M	Sell	31,293 -6,600	-17%	-$604K	0.05%	269
2025 Q3	$3.48M	Buy	37,893 +6,003	+19%	+$550K	0.07%	203
2025 Q2	$2.93M	Buy	+31,890	New	+$2.92M	0.06%	208
2025 Q1	–	Sell	-3,468	Closed	-$317K	–	932
2024 Q4	$317K	Sell	3,468 -4,349	-56%	-$398K	0.01%	691
2024 Q3	$718K	Sell	7,817 -13,002	-62%	-$1.19M	0.02%	462
2024 Q2	$1.91M	Sell	20,819 -28,483	-58%	-$2.61M	0.06%	209
2024 Q1	$4.53M	Sell	49,302 -746,123	-94%	-$68.3M	0.16%	84
2023 Q4	$72.7M	Buy	795,425 +13,453	+2%	+$1.23M	2.82%	9
2023 Q3	$71.8M	Buy	781,972 +27,325	+4%	+$2.5M	3.22%	7
2023 Q2	$69.3M	Buy	754,647 +51,724	+7%	+$4.74M	3.12%	8
2023 Q1	$64.5M	Sell	702,923 -1,145,200	-62%	-$105M	3.22%	9
2022 Q4	$169M	Buy	+1,848,123	New	+$169M	9.44%	1
2019 Q1	–	Sell	-12,608	Closed	-$1.15M	–	133
2018 Q4	$1.15M	Buy	+12,608	New	+$1.15M	0.26%	36

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ritholtz Wealth Management's BIL Position: Q1 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2,554% in Q1 2026, buying an estimated $73.1M and bringing the position to 830,484 shares worth $76.1M. The position accounts for 1.32% of the portfolio, ranked #15.

Ritholtz Wealth Management first reported a position in BIL in Q4 2018 and has held it in 14 quarters since. The position peaked at $169M in Q4 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Ritholtz Wealth Management held 830,484 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $76.1M as of Q1 2026.
Ritholtz Wealth Management bought 799,191 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $73.1M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.32% of Ritholtz Wealth Management's portfolio in Q1 2026, its #15 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 14 quarters since.
Ritholtz Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $169M in Q4 2022.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.