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 Q2	$6.03M	Sell	65,850 -764,634	-92%	-$70M	0.09%	143
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 $1.89T 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

Ritholtz Wealth Management's BIL Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 92% in Q2 2026, selling an estimated $70M and leaving 65,850 shares worth $6.03M. The position accounts for 0.09% of the portfolio, ranked #143.

Ritholtz Wealth Management first reported a position in BIL in Q4 2018 and has held it in 15 quarters since. The position peaked at $169M in Q4 2022. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Ritholtz Wealth Management held 65,850 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.03M as of Q2 2026.
Ritholtz Wealth Management sold 764,634 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $70M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #143 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 15 quarters since.
Ritholtz Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $169M in Q4 2022.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.