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

Strategic Wealth Investment Group’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	$11.8M	Sell	128,652 -19,809	-13%	-$1.81M	1.5%	24
2025 Q4	$13.6M	Sell	148,461 -179,297	-55%	-$16.4M	1.67%	22
2025 Q3	$30.1M	Buy	327,758 +196,548	+150%	+$18M	2.53%	14
2025 Q2	$12M	Buy	131,210 +6,355	+5%	+$582K	17.43%	1
2025 Q1	$11.5M	Sell	124,855 -165,479	-57%	-$15.2M	19.93%	1
2024 Q4	$26.5M	Buy	290,334 +32,927	+13%	+$3.02M	2.93%	10
2024 Q3	$23.5M	Buy	257,407 +245,197	+2,008%	+$22.5M	2.52%	11
2024 Q2	$1.12M	Buy	+12,210	New	+$1.12M	0.14%	68

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

Strategic Wealth Investment Group's BIL Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q1 2026, selling an estimated $1.81M and leaving 128,652 shares worth $11.8M. The position accounts for 1.5% of the portfolio, ranked #24.

Strategic Wealth Investment Group first reported a position in BIL in Q2 2024 and has held it in 8 quarters since. The position peaked at $30.1M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Strategic Wealth Investment Group held 128,652 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $11.8M as of Q1 2026.
Strategic Wealth Investment Group sold 19,809 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.81M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.5% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #24 holding.
Strategic Wealth Investment Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 8 quarters since.
Strategic Wealth Investment Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $30.1M in Q3 2025.
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 Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.