Smart Money Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Smart Money Group’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	$6.1M	Sell	66,560 -21,110	-24%	-$1.93M	1.77%	6
2025 Q4	$8.01M	Sell	87,670 -7,844	-8%	-$718K	2.34%	3
2025 Q3	$8.76M	Buy	95,514 +989	+1%	+$90.6K	2.6%	2
2025 Q2	$8.67M	Sell	94,525 -52	-0.1%	-$4.76K	2.72%	2
2025 Q1	$8.68M	Sell	94,577 -1,142	-1%	-$105K	2.95%	2
2024 Q4	$8.75M	Buy	95,719 +3,118	+3%	+$286K	3.02%	5
2024 Q3	$8.5M	Buy	92,601 +4,639	+5%	+$425K	3.03%	5
2024 Q2	$8.07M	Buy	87,962 +1,437	+2%	+$132K	2.89%	6
2024 Q1	$7.94M	Sell	86,525 -2,023	-2%	-$185K	3.09%	6
2023 Q4	$8.09M	Sell	88,548 -4,903	-5%	-$449K	3.52%	5
2023 Q3	$8.58M	Buy	93,451 +11,965	+15%	+$1.1M	4.08%	6
2023 Q2	$7.48M	Sell	81,486 -107,426	-57%	-$9.84M	3.57%	8
2023 Q1	$17.3M	Sell	188,912 -23,645	-11%	-$2.17M	8.7%	2
2022 Q4	$19.4M	Buy	+212,557	New	+$19.5M	10.15%	2

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

Smart Money Group's BIL Position: Q1 2026 in Review

Smart Money Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 24% in Q1 2026, selling an estimated $1.93M and leaving 66,560 shares worth $6.1M. The position accounts for 1.77% of the portfolio, ranked #6.

Smart Money Group first reported a position in BIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.4M in Q4 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Smart Money Group held 66,560 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.1M as of Q1 2026.
Smart Money Group sold 21,110 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.93M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.77% of Smart Money Group's portfolio in Q1 2026, its #6 holding.
Smart Money Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 14 quarters since.
Smart Money Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $19.4M in Q4 2022.
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 Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.