STALEY CAPITAL ADVISERS’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

STALEY CAPITAL ADVISERS’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	$522K	Buy	5,700 +3,400	+148%	+$311K	0.02%	125
2025 Q4	$210K	Hold	2,300	–	–	0.01%	179
2025 Q3	$211K	Buy	+2,300	New	+$211K	0.01%	185
2024 Q4	–	Sell	-6,900	Closed	-$633K	–	179
2024 Q3	$633K	Buy	+6,900	New	+$632K	0.03%	125
2024 Q2	–	Sell	-6,200	Closed	-$569K	–	183
2024 Q1	$569K	Buy	+6,200	New	+$568K	0.03%	128
2021 Q3	–	Sell	-7,500	Closed	-$686K	–	183
2021 Q2	$686K	Sell	7,500 -6,000	-44%	-$549K	0.04%	110
2021 Q1	$1.24M	Hold	13,500	–	–	0.07%	92
2020 Q4	$1.24M	Hold	13,500	–	–	0.08%	84
2020 Q3	$1.24M	Sell	13,500 -9,500	-41%	-$870K	0.09%	83
2020 Q2	$2.1M	Hold	23,000	–	–	0.15%	68
2020 Q1	$2.11M	Hold	23,000	–	–	0.18%	62
2019 Q4	$2.1M	Buy	+23,000	New	+$2.1M	0.14%	66

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

STALEY CAPITAL ADVISERS's BIL Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 148% in Q1 2026, buying an estimated $311K and bringing the position to 5,700 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #125.

STALEY CAPITAL ADVISERS first reported a position in BIL in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.11M in Q1 2020. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

STALEY CAPITAL ADVISERS held 5,700 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $522K as of Q1 2026.
STALEY CAPITAL ADVISERS bought 3,400 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $311K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #125 holding.
STALEY CAPITAL ADVISERS first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 12 quarters since.
STALEY CAPITAL ADVISERS's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.11M in Q1 2020.
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 STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.