Smith Salley Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$303K Buy
3,310
+764
+30% +$69.9K 0.02% 223
2025
Q4
$233K Hold
2,546
0.01% 248
2025
Q3
$234K Hold
2,546
0.01% 247
2025
Q2
$234K Buy
+2,546
New +$233K 0.01% 239
2021
Q4
Sell
-16,300
Closed -$1.49M 255
2021
Q3
$1.49M Buy
+16,300
New +$1.49M 0.12% 121

Other funds holding BIL

Smith Salley Wealth Management's BIL Position: Q1 2026 in Review

Smith Salley Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 30% in Q1 2026, buying an estimated $69.9K and bringing the position to 3,310 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #223.

Smith Salley Wealth Management first reported a position in BIL in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.49M in Q3 2021. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Smith Salley Wealth Management held 3,310 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $303K as of Q1 2026.
  • Smith Salley Wealth Management bought 764 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $69.9K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Smith Salley Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2021 and has held it in 5 quarters since.
  • Smith Salley Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.49M in Q3 2021.
  • 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 Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.