Waverly Advisors, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1568787
BIRMINGHAM, AL
Position in BIL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,535,312
+$1,358,013 QoQ
Shares Held
27,666
+115.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#187
of 360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,535,312 | 27,666 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,177,299 | 12,847 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $971,369 | 10,630 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $905,113 | 9,865 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $904,366 | 9,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $722,648 | 7,878 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $699,622 | 7,652 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $603,742 | 6,576 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $410,531 | 4,473 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $407,775 | 4,442 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $387,676 | 4,242 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $400,794 | 4,365 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $399,417 | 4,350 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $364,158 | 3,966 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $364,782 | 3,988 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $365,758 | 3,993 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $365,319 | 3,993 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $382,451 | 4,183 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $382,451 | 4,183 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $399,771 | 4,371 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $382,161 | 4,178 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $335,073 | 3,662 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $334,597 | 3,656 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $309,978 | 3,387 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $480,715 | 5,252 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $530,262 | 5,787 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||