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

Smith Salley Wealth 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	$253K	Sell	2,763 -547	-17%	-$50.1K	0.01%	251
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

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

Smith Salley Wealth Management's BIL Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 17% in Q2 2026, selling an estimated $50.1K and leaving 2,763 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #251.

Smith Salley Wealth Management first reported a position in BIL in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.49M in Q3 2021. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Smith Salley Wealth Management held 2,763 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $253K as of Q2 2026.
Smith Salley Wealth Management sold 547 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $50.1K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #251 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 6 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.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.