Savvy Advisors Inc’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Savvy Advisors Inc’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	$6.09M	Buy	66,407 +3,911	+6%	+$358K	0.16%	106
2025 Q4	$5.71M	Buy	62,496 +1,979	+3%	+$181K	0.18%	91
2025 Q3	$5.55M	Buy	60,517 +48,275	+394%	+$4.42M	0.26%	72
2025 Q2	$1.12M	Sell	12,242 -696	-5%	-$63.7K	0.07%	198
2025 Q1	$1.19M	Buy	12,938 +8,591	+198%	+$787K	0.12%	143
2024 Q4	$397K	Buy	+4,347	New	+$398K	0.05%	285

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

Savvy Advisors Inc's BIL Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.3% in Q1 2026, buying an estimated $358K and bringing the position to 66,407 shares worth $6.09M. The position accounts for 0.16% of the portfolio, ranked #106.

Savvy Advisors Inc first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Savvy Advisors Inc held 66,407 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.09M as of Q1 2026.
Savvy Advisors Inc bought 3,911 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $358K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.16% of Savvy Advisors Inc's portfolio in Q1 2026, its #106 holding.
Savvy Advisors Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.