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Strategic Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Strategic Investment 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 		$36.3M Buy
396,426
+104,357
+36% +$9.55M 2.51% 9
2025
Q4 		$26.7M Buy
292,069
+290,011
+14,092% +$26.6M 2.31% 9
2025
Q3 		$19.6M Sell
2,058
-216,809
-99% -$19.9M 1.76% 10
2025
Q2 		$20.1M Sell
218,867
-22,782
-9% -$2.09M 1.95% 11
2025
Q1 		$22.2M Buy
241,649
+11,365
+5% +$1.04M 2.35% 9
2024
Q4 		$21.1M Buy
230,284
+29,901
+15% +$2.74M 2.24% 10
2024
Q3 		$18.4M Buy
200,383
+40,804
+26% +$3.74M 2.02% 10
2024
Q2 		$14.6M Buy
159,579
+2,283
+1% +$209K 1.79% 12
2024
Q1 		$14.4M Buy
157,296
+6,922
+5% +$634K 1.85% 10
2023
Q4 		$13.7M Buy
150,374
+141,285
+1,554% +$12.9M 1.98% 11
2023
Q3 		$835K Buy
9,089
+2,042
+29% +$187K 0.14% 108
2023
Q2 		$647K Buy
7,047
+1,515
+27% +$139K 0.09% 116
2023
Q1 		$508K Buy
5,532
+1,016
+22% +$93.1K 0.09% 155
2022
Q4 		$413K Sell
4,516
-6,054
-57% -$554K 0.09% 164
2022
Q3 		$968K Buy
10,570
+4,204
+66% +$385K 0.22% 79
2022
Q2 		$582K Buy
6,366
+1,099
+21% +$100K 0.12% 136
2022
Q1 		$482K Buy
5,267
+2,520
+92% +$230K 0.09% 157
2021
Q4 		$251K Sell
2,747
-1,233
-31% -$113K 0.05% 182
2021
Q3 		$364K Buy
3,980
+261
+7% +$23.9K 0.08% 162
2021
Q2 		$340K Sell
3,719
-1,237
-25% -$113K 0.08% 173
2021
Q1 		$453K Buy
4,956
+1,794
+57% +$164K 0.12% 145
2020
Q4 		$289K Sell
3,162
-678
-18% -$62.1K 0.08% 174
2020
Q3 		$351K Sell
3,840
-23,723
-86% -$2.17M 0.12% 118
2020
Q2 		$2.52M Buy
+27,563
New +$2.52M 0.95% 31

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Strategic Investment Advisors's BIL Position: Q1 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 36% in Q1 2026, buying an estimated $9.55M and bringing the position to 396,426 shares worth $36.3M. The position accounts for 2.51% of the portfolio, ranked #9.

Strategic Investment Advisors first reported a position in BIL in Q2 2020 and has held it in 24 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Strategic Investment Advisors held 396,426 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $36.3M as of Q1 2026.
  • Strategic Investment Advisors bought 104,357 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $9.55M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.51% of Strategic Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 24 quarters since.
  • 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 Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.