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

Waverly 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	$1.18M	Buy	12,847 +2,217	+21%	+$203K	0.01%	784
2025 Q4	$971K	Buy	10,630 +765	+8%	+$70K	0.01%	773
2025 Q3	$905K	Buy	9,865 +6	+0.1%	+$550	0.01%	670
2025 Q2	$904K	Buy	9,859 +1,981	+25%	+$181K	0.01%	641
2025 Q1	$723K	Buy	7,878 +226	+3%	+$20.7K	0.01%	680
2024 Q4	$700K	Buy	7,652 +1,076	+16%	+$98.5K	0.01%	596
2024 Q3	$604K	Buy	6,576 +2,103	+47%	+$193K	0.01%	545
2024 Q2	$411K	Buy	4,473 +31	+0.7%	+$2.84K	0.01%	618
2024 Q1	$408K	Buy	4,442 +200	+5%	+$18.3K	0.01%	515
2023 Q4	$388K	Sell	4,242 -123	-3%	-$11.3K	0.01%	329
2023 Q3	$401K	Buy	4,365 +15	+0.3%	+$1.38K	0.02%	285
2023 Q2	$399K	Buy	4,350 +384	+10%	+$35.2K	0.02%	264
2023 Q1	$364K	Sell	3,966 -22	-0.6%	-$2.02K	0.02%	222
2022 Q4	$365K	Sell	3,988 -5	-0.1%	-$458	0.02%	205
2022 Q3	$366K	Hold	3,993	–	–	0.03%	183
2022 Q2	$365K	Sell	3,993 -190	-5%	-$17.4K	0.03%	149
2022 Q1	$382K	Hold	4,183	–	–	0.03%	139
2021 Q4	$382K	Sell	4,183 -188	-4%	-$17.2K	0.03%	142
2021 Q3	$400K	Buy	4,371 +193	+5%	+$17.7K	0.03%	143
2021 Q2	$382K	Buy	4,178 +516	+14%	+$47.2K	0.04%	134
2021 Q1	$335K	Buy	3,662 +6	+0.2%	+$549	0.03%	127
2020 Q4	$335K	Buy	3,656 +269	+8%	+$24.6K	0.04%	117
2020 Q3	$310K	Sell	3,387 -1,865	-36%	-$171K	0.04%	110
2020 Q2	$481K	Sell	5,252 -535	-9%	-$49K	0.06%	89
2020 Q1	$530K	Buy	5,787 +2,379	+70%	+$218K	0.09%	76
2019 Q4	$312K	Buy	3,408 +113	+3%	+$10.3K	0.04%	106
2019 Q3	$302K	Buy	3,295 +32	+1%	+$2.93K	0.04%	105
2019 Q2	$299K	Hold	3,263	–	–	0.04%	97
2019 Q1	$299K	Sell	3,263 -1,500	-31%	-$137K	0.05%	95
2018 Q4	$436K	Buy	4,763 +1,500	+46%	+$137K	0.08%	72
2018 Q3	$299K	Hold	3,263	–	–	0.04%	151
2018 Q2	$299K	Buy	3,263 +65	+2%	+$5.95K	0.05%	146
2018 Q1	$293K	Buy	3,198 +102	+3%	+$9.33K	0.05%	149
2017 Q4	$283K	Buy	3,096 +319	+11%	+$29.2K	0.04%	198
2017 Q3	$254K	Sell	2,777 -65	-2%	-$5.94K	0.06%	189
2017 Q2	$260K	Buy	2,842 +61	+2%	+$5.58K	0.07%	184
2017 Q1	$254K	Buy	2,781 +507	+22%	+$46.4K	0.07%	184
2016 Q4	$208K	Hold	2,274	–	–	0.08%	110
2016 Q3	$208K	Buy	+2,274	New	+$208K	0.09%	95

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

Waverly Advisors's BIL Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 21% in Q1 2026, buying an estimated $203K and bringing the position to 12,847 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #784.

Waverly Advisors first reported a position in BIL in Q3 2016 and has held it in 39 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Waverly Advisors held 12,847 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.18M as of Q1 2026.
Waverly Advisors bought 2,217 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $203K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #784 holding.
Waverly Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2016 and has held it in 39 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.