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

Welch Group’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 Q3	$1.1M	Buy	11,993 +116	+1%	+$10.6K	0.04%	124
2026 Q2	$1.09M	Hold	11,877	–	–	0.04%	127
2026 Q1	$1.09M	Buy	11,877 +349	+3%	+$31.9K	0.04%	111
2025 Q4	$1.05M	Sell	11,528 -703	-6%	-$64.4K	0.04%	115
2025 Q3	$1.12M	Sell	12,231 -11,487	-48%	-$1.05M	0.04%	103
2025 Q2	$2.18M	Buy	23,718 +11,324	+91%	+$1.04M	0.09%	73
2025 Q1	$1.14M	Buy	12,394 +495	+4%	+$45.3K	0.05%	91
2024 Q4	$1.09M	Buy	11,899 +311	+3%	+$28.5K	0.05%	100
2024 Q3	$1.06M	Hold	11,588	–	–	0.05%	99
2024 Q2	$1.06M	Buy	11,588 +65	+0.6%	+$5.96K	0.05%	94
2024 Q1	$1.06M	Sell	11,523 -21,847	-65%	-$2M	0.05%	81
2023 Q4	$3.05M	Sell	33,370 -6,164	-16%	-$564K	0.16%	63
2023 Q3	$3.63M	Buy	39,534 +33,370	+541%	+$3.06M	0.22%	57
2023 Q2	$566K	Sell	6,164 -5,915	-49%	-$542K	0.03%	98
2023 Q1	$1.11M	Sell	12,079 -18,980	-61%	-$1.74M	0.06%	75
2022 Q4	$2.84M	Sell	31,059 -10,948	-26%	-$1M	0.16%	60
2022 Q3	$3.85M	Sell	42,007 -6,161	-13%	-$564K	0.25%	45
2022 Q2	$4.41M	Buy	+48,168	New	+$4.4M	0.27%	43
2020 Q2	–	Sell	-1,965	Closed	-$180K	–	138
2020 Q1	$180K	Buy	+1,965	New	+$180K	0.02%	125

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Welch Group's BIL Position: Q3 2026 in Review

Welch Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.98% in Q3 2026, buying an estimated $10.6K and bringing the position to 11,993 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #124.

Welch Group first reported a position in BIL in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.41M in Q2 2022. 551 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Welch Group held 11,993 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.1M as of Q3 2026.
Welch Group bought 116 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $10.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Welch Group's portfolio in Q3 2026, its #124 holding.
Welch Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 19 quarters since.
Welch Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.41M in Q2 2022.
551 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.