Saratoga Research & Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Saratoga Research & Investment 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	$19.7M	Sell	215,009 -68	-0%	-$6.22K	1.08%	23
2026 Q1	$19.7M	Sell	215,077 -10,104	-4%	-$925K	1.12%	25
2025 Q4	$20.6M	Sell	225,181 -20,516	-8%	-$1.88M	1.08%	26
2025 Q3	$22.5M	Sell	245,697 -4,185	-2%	-$383K	1.17%	24
2025 Q2	$22.9M	Sell	249,882 -3,406	-1%	-$312K	1.23%	23
2025 Q1	$23.2M	Sell	253,288 -3,123	-1%	-$286K	1.23%	27
2024 Q4	$23.4M	Buy	256,411 +14,261	+6%	+$1.31M	1.18%	27
2024 Q3	$22.2M	Buy	+242,150	New	+$22.2M	0.97%	27

Other funds holding BIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Saratoga Research & Investment Management's BIL Position: Q2 2026 in Review

Saratoga Research & Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.03% in Q2 2026, selling an estimated $6.22K and leaving 215,009 shares worth $19.7M. The position accounts for 1.08% of the portfolio, ranked #23.

Saratoga Research & Investment Management first reported a position in BIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.4M in Q4 2024. 856 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Saratoga Research & Investment Management held 215,009 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $19.7M as of Q2 2026.
Saratoga Research & Investment Management sold 68 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.22K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.08% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #23 holding.
Saratoga Research & Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
Saratoga Research & Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $23.4M in Q4 2024.
856 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.