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

SFMG Wealth Advisors’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	$617K	Sell	6,733 -2,331	-26%	-$213K	0.04%	158
2025 Q4	$828K	Sell	9,064 -1,165	-11%	-$107K	0.06%	127
2025 Q3	$939K	Sell	10,229 -1,780	-15%	-$163K	0.07%	112
2025 Q2	$1.1M	Buy	+12,009	New	+$1.1M	0.08%	96
2025 Q1	–	Sell	-30,933	Closed	-$2.83M	–	284
2024 Q4	$2.83M	Buy	+30,933	New	+$2.83M	0.22%	60
2024 Q1	–	Sell	-24,008	Closed	-$2.19M	–	285
2023 Q4	$2.19M	Buy	+24,008	New	+$2.2M	0.2%	62
2022 Q2	–	Sell	-7,000	Closed	-$640K	–	282
2022 Q1	$640K	Hold	7,000	–	–	0.06%	120
2021 Q4	$640K	Hold	7,000	–	–	0.06%	130
2021 Q3	$640K	Hold	7,000	–	–	0.07%	117
2021 Q2	$640K	Hold	7,000	–	–	0.07%	119
2021 Q1	$641K	Hold	7,000	–	–	0.07%	114
2020 Q4	$641K	Hold	7,000	–	–	0.08%	110
2020 Q3	$641K	Sell	7,000 -909	-11%	-$83.2K	0.09%	90
2020 Q2	$724K	Buy	7,909 +327	+4%	+$29.9K	0.1%	70
2020 Q1	$695K	Sell	7,582 -1,635	-18%	-$150K	0.1%	56
2019 Q4	$843K	Sell	9,217 -36	-0.4%	-$3.29K	0.1%	69
2019 Q3	$847K	Hold	9,253	–	–	0.11%	60
2019 Q2	$847K	Sell	9,253 -64,890	-88%	-$5.94M	0.11%	57
2019 Q1	$6.79M	Sell	74,143 -204,779	-73%	-$18.7M	0.98%	15
2018 Q4	$25.5M	Buy	+278,922	New	+$25.5M	4.13%	9
2018 Q3	–	Sell	-2,466	Closed	-$226K	–	144
2018 Q2	$226K	Hold	2,466	–	–	0.04%	133
2018 Q1	$226K	Hold	2,466	–	–	0.04%	126
2017 Q4	$225K	Sell	2,466 -583	-19%	-$53.3K	0.04%	126
2017 Q3	$279K	Buy	+3,049	New	+$279K	0.05%	102
2017 Q1	–	Sell	-46,437	Closed	-$4.24M	–	117
2016 Q4	$4.24M	Sell	46,437 -39,792	-46%	-$3.64M	0.9%	15
2016 Q3	$7.89M	Sell	86,229 -10,893	-11%	-$996K	1.73%	14
2016 Q2	$8.88M	Sell	97,122 -20,911	-18%	-$1.91M	1.98%	13
2016 Q1	$10.8M	Buy	118,033 +42,819	+57%	+$3.91M	2.38%	13
2015 Q4	$6.87M	Sell	75,214 -7,550	-9%	-$690K	1.57%	12
2015 Q3	$7.56M	Buy	+82,764	New	+$7.56M	1.83%	12

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SFMG Wealth Advisors's BIL Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 26% in Q1 2026, selling an estimated $213K and leaving 6,733 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #158.

SFMG Wealth Advisors first reported a position in BIL in Q3 2015 and has held it in 30 quarters since. The position peaked at $25.5M in Q4 2018. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

SFMG Wealth Advisors held 6,733 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $617K as of Q1 2026.
SFMG Wealth Advisors sold 2,331 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $213K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #158 holding.
SFMG Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2015 and has held it in 30 quarters since.
SFMG Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $25.5M in Q4 2018.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.