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

Whittier Trust’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	$166K	Buy	+1,819	New	+$166K	﹤0.01%	658
2024 Q4	–	Sell	-105	Closed	-$9.64K	–	1554
2024 Q3	$9.64K	Buy	+105	New	+$9.62K	﹤0.01%	1266

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

Whittier Trust's BIL Position: Q2 2026 in Review

Whittier Trust opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 1,819 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Whittier Trust previously reported a position in BIL as recently as Q3 2024.

Whittier Trust first reported a position in BIL in Q3 2024 and has held it in 2 quarters since. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Whittier Trust held 1,819 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $166K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Whittier Trust position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #658 holding.
Whittier Trust first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 2 quarters since.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.