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

Westwood Holdings 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 Q2	$302M	Sell	3,300,147 -207,671	-6%	-$19M	2.28%	4
2026 Q1	$321M	Buy	3,507,818 +3,370,946	+2,463%	+$308M	2.34%	3
2025 Q4	$12.5M	Sell	136,872 -3,606	-3%	-$330K	0.1%	224
2025 Q3	$12.9M	Sell	140,478 -283,287	-67%	-$26M	0.09%	222
2025 Q2	$38.9M	Sell	423,765 -12,027	-3%	-$1.1M	0.28%	120
2025 Q1	$40M	Buy	435,792 +64,507	+17%	+$5.91M	0.3%	113
2024 Q4	$33.9M	Buy	371,285 +108,542	+41%	+$9.94M	0.26%	126
2024 Q3	$24.1M	Buy	262,743 +282	+0.1%	+$25.8K	0.1%	201
2024 Q2	$24.1M	Sell	262,461 -127,100	-33%	-$11.6M	0.11%	185
2024 Q1	$35.8M	Sell	389,561 -175,178	-31%	-$16M	0.28%	125
2023 Q4	$51.6M	Sell	564,739 -38,913	-6%	-$3.56M	0.44%	97
2023 Q3	$55.4M	Sell	603,652 -20,900	-3%	-$1.92M	0.52%	87
2023 Q2	$57.3M	Sell	624,552 -371,859	-37%	-$34.1M	0.51%	91
2023 Q1	$91.5M	Buy	996,411 +52,861	+6%	+$4.84M	0.82%	27
2022 Q4	$86.3M	Buy	+943,550	New	+$86.3M	0.76%	31

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

Westwood Holdings Group's BIL Position: Q2 2026 in Review

Westwood Holdings Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.9% in Q2 2026, selling an estimated $19M and leaving 3,300,147 shares worth $302M. The position accounts for 2.28% of the portfolio, ranked #4.

Westwood Holdings Group first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $321M in Q1 2026. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Westwood Holdings Group held 3,300,147 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $302M as of Q2 2026.
Westwood Holdings Group sold 207,671 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $19M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.28% of Westwood Holdings Group's portfolio in Q2 2026, its #4 holding.
Westwood Holdings Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Westwood Holdings Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $321M in Q1 2026.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.