Atticus Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-920	Closed	-$84.4K	–	247
2025 Q2	$84.4K	Sell	920 -1,128	-55%	-$103K	0.02%	264
2025 Q1	$188K	Buy	2,048 +37	+2%	+$3.39K	0.06%	122
2024 Q4	$184K	Buy	2,011 +31	+2%	+$2.84K	0.06%	121
2024 Q3	$182K	Buy	1,980 +26	+1%	+$2.38K	0.06%	123
2024 Q2	$179K	Sell	1,954 -837	-30%	-$76.7K	0.06%	119
2024 Q1	$256K	Buy	2,791 +145	+5%	+$13.3K	0.08%	106
2023 Q4	$242K	Buy	2,646 +791	+43%	+$72.4K	0.09%	113
2023 Q3	$170K	Buy	1,855 +24	+1%	+$2.2K	0.07%	138
2023 Q2	$168K	Buy	+1,831	New	+$168K	0.06%	145
2022 Q4	–	Sell	-2,025	Closed	-$185K	–	545
2022 Q3	$185K	Hold	2,025	–	–	0.09%	119
2022 Q2	$185K	Sell	2,025 -10,519	-84%	-$962K	0.08%	135
2022 Q1	$1.15M	Buy	+12,544	New	+$1.15M	0.42%	47

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Atticus Wealth Management's BIL Position: Q3 2025 in Review

Atticus Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 920 shares — an estimated $84.4K sold.

Atticus Wealth Management first reported a position in BIL in Q1 2022 and held it in 12 quarters. The position peaked at $1.15M in Q1 2022. 1,166 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Atticus Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 920 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $84.4K.
Atticus Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and held it in 12 quarters.
Atticus Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.15M in Q1 2022.
1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.