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

Strategic Wealth Partners’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 		$3.5M Sell
38,143
-48,907
-56% -$4.48M 0.24% 79
2025
Q4 		$7.95M Buy
87,050
+43,082
+98% +$3.94M 0.55% 56
2025
Q3 		$4.03M Sell
43,968
-144,598
-77% -$13.2M 0.3% 78
2025
Q2 		$17.3M Buy
+188,566
New +$17.3M 1.36% 15
2024
Q4 		$16.9M Buy
184,495
+53,989
+41% +$4.94M 1.4% 11
2024
Q3 		$12M Sell
130,506
-56,222
-30% -$5.15M 1.15% 16
2024
Q2 		$17.1M Sell
186,728
-5,076
-3% -$465K 1.79% 9
2024
Q1 		$17.6M Sell
191,804
-11,461
-6% -$1.05M 1.93% 9
2023
Q4 		$18.6M Sell
203,265
-60,567
-23% -$5.55M 2.29% 8
2023
Q3 		$24.2M Buy
263,832
+43,079
+20% +$3.95M 3.19% 5
2023
Q2 		$20.3M Sell
220,753
-17,711
-7% -$1.62M 2.62% 6
2023
Q1 		$21.9M Buy
238,464
+165,879
+229% +$15.2M 3.36% 4
2022
Q4 		$6.64M Buy
72,585
+67,937
+1,462% +$6.22M 1.23% 15
2022
Q3 		$426K Buy
4,648
+189
+4% +$17.3K 0.09% 188
2022
Q2 		$408K Sell
4,459
-96
-2% -$8.78K 0.09% 173
2022
Q1 		$416K Sell
4,555
-119
-3% -$10.9K 0.08% 191
2021
Q4 		$427K Sell
4,674
-1,566
-25% -$143K 0.08% 211
2021
Q3 		$571K Buy
6,240
+714
+13% +$65.3K 0.17% 160
2021
Q2 		$505K Sell
5,526
-35
-0.6% -$3.2K 0.16% 152
2021
Q1 		$509K Sell
5,561
-1,254
-18% -$115K 0.2% 120
2020
Q4 		$624K Buy
6,815
+836
+14% +$76.5K 0.26% 95
2020
Q3 		$547K Sell
5,979
-7,232
-55% -$662K 0.28% 87
2020
Q2 		$1.21M Sell
13,211
-46,620
-78% -$4.27M 0.62% 45
2020
Q1 		$5.47M Hold
59,831
– – 2.85% 5
2019
Q4 		$5.47M Sell
59,831
-3,444
-5% -$315K 2.85% 5
2019
Q3 		$227K Buy
63,275
+22,010
+53% +$2.01M 1.17% 17
2019
Q2 		$3.78M Sell
41,265
-22,623
-35% -$2.07M 1.82% 10
2019
Q1 		$5.84M Buy
63,888
+3,353
+6% +$307K 2.68% 3
2018
Q4 		$6.09M Buy
60,535
+40,477
+202% +$3.7M 3.07% 3
2018
Q3 		$1.84M Buy
20,058
+19,827
+8,583% +$1.81M 0.98% 24
2018
Q2 		$21K Buy
+231
New +$21.1K 0.01% 380

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 Wealth Partners's BIL Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 56% in Q1 2026, selling an estimated $4.48M and leaving 38,143 shares worth $3.5M. The position accounts for 0.24% of the portfolio, ranked #79.

Strategic Wealth Partners first reported a position in BIL in Q2 2018 and has held it in 31 quarters since. The position peaked at $24.2M in Q3 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Strategic Wealth Partners held 38,143 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.5M as of Q1 2026.
  • Strategic Wealth Partners sold 48,907 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $4.48M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.24% of Strategic Wealth Partners's portfolio in Q1 2026, its #79 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018 and has held it in 31 quarters since.
  • Strategic Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $24.2M in Q3 2023.
  • 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 Partners's 13F filing for Q1 2026, filed 12 May 2026.