Wallace Advisory Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.46M Buy
81,391
+58,950
+263% +$5.39M 7.97% 3
2025
Q4
$2.05M Sell
22,441
-19,455
-46% -$1.78M 2.15% 9
2025
Q3
$3.84M Buy
41,896
+17,769
+74% +$1.63M 3.09% 5
2025
Q2
$2.21M Sell
24,127
-6,281
-21% -$575K 1.61% 9
2025
Q1
$2.78M Buy
30,408
+20,189
+198% +$1.85M 1.92% 8
2024
Q4
$938K Buy
10,219
+4,843
+90% +$444K 0.65% 38
2024
Q3
$493K Sell
5,376
-56
-1% -$5.13K 0.36% 69
2024
Q2
$499K Buy
+5,432
New +$498K 0.36% 68

Other funds holding BIL

Wallace Advisory Group's BIL Position: Q1 2026 in Review

Wallace Advisory Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 263% in Q1 2026, buying an estimated $5.39M and bringing the position to 81,391 shares worth $7.46M. The position accounts for 7.97% of the portfolio, ranked #3.

Wallace Advisory Group first reported a position in BIL in Q2 2024 and has held it in 8 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Wallace Advisory Group held 81,391 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.46M as of Q1 2026.
  • Wallace Advisory Group bought 58,950 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $5.39M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 7.97% of Wallace Advisory Group's portfolio in Q1 2026, its #3 holding.
  • Wallace Advisory 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.
  • 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 Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.