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

BOK Financial’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	-8	Closed	-$734	–	1089
2025 Q2	$734	Sell	8 -10	-56%	-$916	﹤0.01%	1101
2025 Q1	$1.65K	Sell	18 -9	-33%	-$824	﹤0.01%	1138
2024 Q4	$2.47K	Hold	27	–	–	﹤0.01%	1120
2024 Q3	$2.47K	Buy	27 +8	+42%	+$733	﹤0.01%	1134
2024 Q2	$1.74K	Hold	19	–	–	﹤0.01%	1058
2024 Q1	$1.74K	Buy	+19	New	+$1.74K	﹤0.01%	1071
2023 Q3	–	Sell	-440	Closed	-$40.4K	–	1191
2023 Q2	$40.4K	Hold	440	–	–	﹤0.01%	821
2023 Q1	$40.4K	Sell	440 -7,040	-94%	-$645K	﹤0.01%	861
2022 Q4	$684K	Buy	7,480 +2,345	+46%	+$215K	0.01%	610
2022 Q3	$470K	Buy	+5,135	New	+$470K	0.01%	673
2022 Q1	–	Sell	-4,258	Closed	-$389K	–	974
2021 Q4	$389K	Buy	+4,258	New	+$389K	0.01%	764
2020 Q3	–	Sell	-2,810	Closed	-$258K	–	861
2020 Q2	$258K	Sell	2,810 -1,000	-26%	-$91.5K	0.01%	759
2020 Q1	$349K	Buy	+3,810	New	+$349K	0.01%	655

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

BOK Financial's BIL Position: Q3 2025 in Review

BOK Financial sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 8 shares — an estimated $734 sold.

BOK Financial first reported a position in BIL in Q1 2020 and held it in 13 quarters. The position peaked at $684K in Q4 2022. 1,165 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

BOK Financial reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
BOK Financial sold 8 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $734.
BOK Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and held it in 13 quarters.
BOK Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $684K in Q4 2022.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.