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

Colton Groome Financial 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 Q2	–	Sell	-9,512	Closed	-$872K	–	137
2025 Q1	$872K	Buy	+9,512	New	+$871K	0.34%	49
2023 Q2	–	Sell	-37,595	Closed	-$3.45M	–	120
2023 Q1	$3.45M	Buy	+37,595	New	+$3.44M	1.65%	16
2022 Q4	–	Sell	-17,993	Closed	-$1.65M	–	124
2022 Q3	$1.65M	Sell	17,993 -23,873	-57%	-$2.18M	0.84%	32
2022 Q2	$3.83M	Buy	41,866 +26,451	+172%	+$2.42M	1.92%	13
2022 Q1	$1.41M	Buy	+15,415	New	+$1.41M	0.65%	34

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Colton Groome Financial Advisors's BIL Position: Q2 2025 in Review

Colton Groome Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 9,512 shares — an estimated $872K sold.

Colton Groome Financial Advisors first reported a position in BIL in Q1 2022 and held it in 5 quarters. The position peaked at $3.83M in Q2 2022. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Colton Groome Financial Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Colton Groome Financial Advisors sold 9,512 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $872K.
Colton Groome Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and held it in 5 quarters.
Colton Groome Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.83M in Q2 2022.
1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.