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

SVB Wealth’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 Q2	$1.21M	Sell	13,240 -3,182	-19%	-$291K	0.08%	178
2026 Q1	$1.5M	Sell	16,422 -67	-0.4%	-$6.13K	0.1%	156
2025 Q4	$1.51M	Sell	16,489 -291	-2%	-$26.6K	0.09%	168
2025 Q3	$1.54M	Sell	16,780 -7,208	-30%	-$660K	0.08%	174
2025 Q2	$2.2M	Sell	23,988 -25,930	-52%	-$2.37M	0.12%	152
2025 Q1	$4.58M	Buy	49,918 +11,842	+31%	+$1.08M	0.19%	67
2024 Q4	$3.48M	Buy	+38,076	New	+$3.49M	0.07%	174
2024 Q3	–	Sell	-10,809	Closed	-$992K	–	84
2024 Q2	$992K	Sell	10,809 -1,095	-9%	-$100K	0.02%	323
2024 Q1	$1.09M	Sell	11,904 -1,136	-9%	-$104K	0.02%	333
2023 Q4	$1.19M	Sell	13,040 -9,881	-43%	-$905K	0.03%	311
2023 Q3	$2.1M	Sell	22,921 -4,876	-18%	-$447K	0.05%	219
2023 Q2	$2.55M	Sell	27,797 -130,835	-82%	-$12M	0.05%	211
2023 Q1	$14.6M	Buy	158,632 +107,859	+212%	+$9.88M	0.2%	98
2022 Q4	$4.64M	Buy	50,773 +13,299	+35%	+$1.22M	0.06%	180
2022 Q3	$3.43M	Sell	37,474 -1,727	-4%	-$158K	0.05%	198
2022 Q2	$3.59M	Buy	39,201 +15,125	+63%	+$1.38M	0.06%	169
2022 Q1	$2.2M	Sell	24,076 -740	-3%	-$67.7K	0.03%	218
2021 Q4	$2.27M	Sell	24,816 -3,412	-12%	-$312K	0.04%	207
2021 Q3	$2.58M	Buy	28,228 +172	+0.6%	+$15.7K	0.03%	225
2021 Q2	$2.57M	Sell	28,056 -3,108	-10%	-$284K	0.03%	228
2021 Q1	$2.85M	Sell	31,164 -26,316	-46%	-$2.41M	0.04%	209
2020 Q4	$5.26M	Sell	57,480 -5,859	-9%	-$536K	0.08%	157
2020 Q3	$5.8M	Sell	63,339 -23,637	-27%	-$2.16M	0.1%	133
2020 Q2	$7.96M	Sell	86,976 -8,287,757	-99%	-$759M	0.15%	105
2020 Q1	$767M	Buy	8,374,733 +44,493	+0.5%	+$4.07M	18.63%	1
2019 Q4	$762M	Buy	8,330,240 +122,905	+1%	+$11.2M	13.86%	1
2019 Q3	$752M	Buy	+8,207,335	New	+$751M	14.96%	1

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

SVB Wealth's BIL Position: Q2 2026 in Review

SVB Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 19% in Q2 2026, selling an estimated $291K and leaving 13,240 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #178.

SVB Wealth first reported a position in BIL in Q3 2019 and has held it in 27 quarters since. The position peaked at $767M in Q1 2020. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

SVB Wealth held 13,240 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.21M as of Q2 2026.
SVB Wealth sold 3,182 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $291K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of SVB Wealth's portfolio in Q2 2026, its #178 holding.
SVB Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 27 quarters since.
SVB Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $767M in Q1 2020.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.