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

Centerpoint Advisors’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 Q4	–	Sell	-70	Closed	-$6K	–	404
2025 Q3	$6K	Buy	+70	New	+$6.41K	﹤0.01%	358
2020 Q2	–	Sell	-424	Closed	-$39K	–	266
2020 Q1	$39K	Hold	424	–	–	0.04%	81
2019 Q4	$39K	Buy	424 +60	+16%	+$5.49K	0.03%	108
2019 Q3	$33K	Buy	+364	New	+$33.3K	0.03%	110

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centerpoint Advisors's BIL Position: Q4 2025 in Review

Centerpoint Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 70 shares — an estimated $6K sold.

Centerpoint Advisors first reported a position in BIL in Q3 2019 and held it in 4 quarters. The position peaked at $39K in Q1 2020. 1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

Centerpoint Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 70 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $6K.
Centerpoint Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and held it in 4 quarters.
Centerpoint Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $39K in Q1 2020.
1,241 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.