Wealthspire Advisors (New York)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Wealthspire Advisors (New York)’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	$3.18M	Sell	34,723 -8,528	-20%	-$780K	0.03%	214
2025 Q4	$3.95M	Sell	43,251 -8,854	-17%	-$811K	0.03%	184
2025 Q3	$4.78M	Buy	52,105 +3,313	+7%	+$304K	0.03%	172
2025 Q2	$4.48M	Buy	48,792 +3,911	+9%	+$358K	0.03%	170
2025 Q1	$4.12M	Hold	44,881	–	–	0.02%	175
2024 Q4	$4.1M	Buy	44,881 +78	+0.2%	+$7.14K	0.04%	158
2024 Q3	$4.11M	Sell	44,803 -2,737	-6%	-$251K	0.04%	161
2024 Q2	$4.36M	Sell	47,540 -6,137	-11%	-$562K	0.06%	124
2024 Q1	$4.93M	Sell	53,677 -16,630	-24%	-$1.52M	0.07%	113
2023 Q4	$6.43M	Sell	70,307 -5,469	-7%	-$501K	0.09%	102
2023 Q3	$6.96M	Sell	75,776 -3,980	-5%	-$365K	0.11%	87
2023 Q2	$7.32M	Buy	79,756 +3,837	+5%	+$352K	0.12%	82
2023 Q1	$6.97M	Sell	75,919 -24,868	-25%	-$2.28M	0.12%	81
2022 Q4	$9.22M	Sell	100,787 -6,937	-6%	-$635K	0.17%	74
2022 Q3	$9.87M	Sell	107,724 -11,178	-9%	-$1.02M	0.21%	63
2022 Q2	$10.9M	Buy	118,902 +84,259	+243%	+$7.7M	0.23%	56
2022 Q1	$3.17M	Sell	34,643 -1,363	-4%	-$125K	0.07%	98
2021 Q4	$3.29M	Sell	36,006 -1,395	-4%	-$128K	0.07%	102
2021 Q3	$3.42M	Buy	37,401 +4,315	+13%	+$395K	0.07%	114
2021 Q2	$3.03M	Sell	33,086 -10,538	-24%	-$964K	0.08%	85
2021 Q1	$3.99M	Sell	43,624 -16,372	-27%	-$1.5M	0.09%	105
2020 Q4	$5.49M	Sell	59,996 -17,574	-23%	-$1.61M	0.16%	70
2020 Q3	$7.1M	Sell	77,570 -11,837	-13%	-$1.08M	0.42%	32
2020 Q2	$8.18M	Sell	89,407 -8,408	-9%	-$770K	0.57%	28
2020 Q1	$8.96M	Sell	97,815 -3,306	-3%	-$303K	0.38%	37
2019 Q4	$9.24M	Sell	101,121 -9,119	-8%	-$834K	0.67%	18
2019 Q3	$10.1M	Buy	110,240 +8,090	+8%	+$740K	0.83%	17
2019 Q2	$9.36M	Buy	102,150 +10,194	+11%	+$933K	0.81%	14
2019 Q1	$8.42M	Buy	91,956 +10,348	+13%	+$947K	0.78%	13
2018 Q4	$7.46M	Buy	+81,608	New	+$7.47M	0.72%	15

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

Wealthspire Advisors (New York)'s BIL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 20% in Q1 2026, selling an estimated $780K and leaving 34,723 shares worth $3.18M. The position accounts for 0.03% of the portfolio, ranked #214.

Wealthspire Advisors (New York) first reported a position in BIL in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.9M in Q2 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Wealthspire Advisors (New York) held 34,723 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.18M as of Q1 2026.
Wealthspire Advisors (New York) sold 8,528 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $780K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #214 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.9M in Q2 2022.
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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.