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 Q2	$49.3M	Buy	539,532 +10,144	+2%	+$928K	4.06%	6
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 $1.89T 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

Salomon & Ludwin's BIL Position: Q2 2026 in Review

Salomon & Ludwin increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.9% in Q2 2026, buying an estimated $928K and bringing the position to 539,532 shares worth $49.3M. The position accounts for 4.06% of the portfolio, ranked #6.

Salomon & Ludwin first reported a position in BIL in Q1 2019 and has held it in 18 quarters since. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Salomon & Ludwin held 539,532 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $49.3M as of Q2 2026.
Salomon & Ludwin bought 10,144 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $928K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.06% of Salomon & Ludwin's portfolio in Q2 2026, its #6 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 18 quarters since.
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 Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.