Archford Capital Strategies’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Archford Capital Strategies’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
2025 Q1	–	Sell	-2,286	Closed	-$209K	–	290
2024 Q4	$209K	Sell	2,286 -67,160	-97%	-$6.15M	0.03%	259
2024 Q3	$6.36M	Buy	69,446 +1,668	+2%	+$153K	0.96%	29
2024 Q2	$6.22M	Sell	67,778 -5,252	-7%	-$481K	1.01%	26
2024 Q1	$6.7M	Buy	73,030 +269	+0.4%	+$24.6K	1.13%	20
2023 Q4	$6.65M	Buy	+72,761	New	+$6.66M	1.22%	19
2019 Q1	–	Sell	-27,908	Closed	-$2.55M	–	522
2018 Q4	$2.55M	Buy	27,908 +2,462	+10%	+$225K	1.02%	20
2018 Q3	$2.33M	Buy	+25,446	New	+$2.33M	0.85%	25

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Archford Capital Strategies's BIL Position: Q1 2025 in Review

Archford Capital Strategies sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 2,286 shares — an estimated $209K sold.

Archford Capital Strategies first reported a position in BIL in Q3 2018 and held it in 7 quarters. The position peaked at $6.7M in Q1 2024. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Archford Capital Strategies reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Archford Capital Strategies sold 2,286 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $209K.
Archford Capital Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and held it in 7 quarters.
Archford Capital Strategies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.7M in Q1 2024.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Archford Capital Strategies's 13F filing for Q1 2025, filed 23 Apr 2025.