Salomon & Ludwin’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Salomon & Ludwin’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	$48.5M	Sell	529,388 -1,730	-0.3%	-$158K	4.33%	5
2025 Q4	$48.5M	Buy	531,118 +8,791	+2%	+$805K	4.29%	6
2025 Q3	$47.8M	Buy	522,327 +5,386	+1%	+$493K	4.3%	6
2025 Q2	$47.3M	Buy	516,941 +18,003	+4%	+$1.65M	4.67%	6
2025 Q1	$45.8M	Buy	498,938 +16,467	+3%	+$1.51M	4.88%	4
2024 Q4	$44.1M	Sell	482,471 -856	-0.2%	-$78.4K	4.67%	6
2024 Q3	$44.4M	Buy	483,327 +395,540	+451%	+$36.2M	4.52%	6
2024 Q2	$8.11M	Sell	87,787 -38,874	-31%	-$3.56M	0.91%	29
2024 Q1	$11.6M	Buy	126,661 +92,109	+267%	+$8.44M	1%	28
2023 Q4	$3.2M	Hold	34,552	–	–	0.33%	53
2023 Q3	$3.2M	Buy	34,552 +13,572	+65%	+$1.24M	0.33%	53
2023 Q2	$1.93M	Buy	20,980 +8,071	+63%	+$739K	0.21%	61
2023 Q1	$1.19M	Buy	12,909 +7,781	+152%	+$713K	0.14%	69
2022 Q4	$469K	Buy	5,128 +2,000	+64%	+$183K	0.06%	111
2022 Q3	$287K	Buy	+3,128	New	+$286K	0.04%	116
2019 Q3	–	Sell	-3,292	Closed	-$302K	–	209
2019 Q2	$302K	Buy	3,292 +2,473	+302%	+$226K	0.06%	36
2019 Q1	$75K	Buy	+819	New	+$75K	0.02%	69

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

Salomon & Ludwin's BIL Position: Q1 2026 in Review

Salomon & Ludwin reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.33% in Q1 2026, selling an estimated $158K and leaving 529,388 shares worth $48.5M. The position accounts for 4.33% of the portfolio, ranked #5.

Salomon & Ludwin first reported a position in BIL in Q1 2019 and has held it in 17 quarters since. The position peaked at $48.5M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Salomon & Ludwin held 529,388 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $48.5M as of Q1 2026.
Salomon & Ludwin sold 1,730 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $158K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.33% of Salomon & Ludwin's portfolio in Q1 2026, its #5 holding.
Salomon & Ludwin first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and has held it in 17 quarters since.
Salomon & Ludwin's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $48.5M in Q4 2025.
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 Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.