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

Berry Wealth 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
2025
Q3 		– Sell
-2,616
Closed -$240K – 40
2025
Q2 		$240K Sell
2,616
-460
-15% -$42.1K 0.17% 84
2025
Q1 		$282K Buy
+3,076
New +$282K 0.22% 67

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Berry Wealth Group's BIL Position: Q3 2025 in Review

Berry Wealth Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 2,616 shares — an estimated $240K sold.

Berry Wealth Group first reported a position in BIL in Q1 2025 and held it in 2 quarters. The position peaked at $282K in Q1 2025. 1,170 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

  • Berry Wealth Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 2,616 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $240K.
  • Berry Wealth Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and held it in 2 quarters.
  • Berry Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $282K in Q1 2025.
  • 1,170 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.