Steel Grove Capital Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Steel Grove Capital 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	$1.62M	Buy	17,680 +5,478	+45%	+$501K	0.17%	74
2025 Q4	$1.12M	Sell	12,202 -10,957	-47%	-$1M	0.12%	87
2025 Q3	$2.12M	Hold	23,159	–	–	0.25%	46
2025 Q2	$2.12M	Sell	23,159 -58	-0.2%	-$5.31K	0.25%	46
2025 Q1	$2.13M	Buy	23,217 +150	+0.7%	+$13.7K	0.32%	37
2024 Q4	$2.11M	Buy	23,067 +1,681	+8%	+$154K	0.29%	33
2024 Q3	$1.96M	Sell	21,386 -5,283	-20%	-$484K	0.28%	48
2024 Q2	$2.45M	Buy	26,669 +908	+4%	+$83.2K	0.34%	26
2024 Q1	$2.36M	Sell	25,761 -5,076	-16%	-$465K	0.31%	37
2023 Q4	$2.82M	Sell	30,837 -31,106	-50%	-$2.85M	0.38%	31
2023 Q3	$5.69M	Sell	61,943 -8,059	-12%	-$739K	0.76%	17
2023 Q2	$6.43M	Sell	70,002 -8,904	-11%	-$816K	0.81%	17
2023 Q1	$7.25M	Sell	78,906 -6,542	-8%	-$599K	0.97%	14
2022 Q4	$7.82M	Buy	+85,448	New	+$7.82M	1.11%	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 $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

Steel Grove Capital Advisors's BIL Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 45% in Q1 2026, buying an estimated $501K and bringing the position to 17,680 shares worth $1.62M. The position accounts for 0.17% of the portfolio, ranked #74.

Steel Grove Capital Advisors first reported a position in BIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.82M in Q4 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Steel Grove Capital Advisors held 17,680 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.62M as of Q1 2026.
Steel Grove Capital Advisors bought 5,478 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $501K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.17% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #74 holding.
Steel Grove Capital Advisors 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.
Steel Grove Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.82M 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 Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.