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

Copperwynd 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 Q2	$2.29M	Sell	25,013 -4,242	-15%	-$388K	0.57%	37
2025 Q1	$2.68M	Buy	+29,255	New	+$2.68M	0.74%	29
2024 Q2	–	Sell	-4,930	Closed	-$453K	–	150
2024 Q1	$453K	Buy	+4,930	New	+$452K	0.16%	102
2020 Q3	–	Sell	-43,006	Closed	-$3.94M	–	117
2020 Q2	$3.94M	Sell	43,006 -1,175,724	-96%	-$108M	2.25%	13
2020 Q1	$112M	Buy	1,218,730 +1,178,245	+2,910%	+$108M	52.85%	1
2019 Q4	$3.7M	Sell	40,485 -7,084	-15%	-$648K	1.96%	16
2019 Q3	$4.35M	Buy	47,569 +82	+0.2%	+$7.5K	2.47%	13
2019 Q2	$4.35M	Buy	47,487 +5,627	+13%	+$515K	2.5%	13
2019 Q1	$3.83M	Sell	41,860 -202,924	-83%	-$18.6M	2.3%	13
2018 Q4	$22.4M	Buy	+244,784	New	+$22.4M	13.87%	2

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

Copperwynd Financial's BIL Position: Q2 2025 in Review

Copperwynd Financial reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q2 2025, selling an estimated $388K and leaving 25,013 shares worth $2.29M. The position accounts for 0.57% of the portfolio, ranked #37.

Copperwynd Financial first reported a position in BIL in Q4 2018 and has held it in 10 quarters since. The position peaked at $112M in Q1 2020. 1,176 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Copperwynd Financial held 25,013 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.29M as of Q2 2025.
Copperwynd Financial sold 4,242 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $388K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.57% of Copperwynd Financial's portfolio in Q2 2025, its #37 holding.
Copperwynd Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 10 quarters since.
Copperwynd Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $112M in Q1 2020.
1,176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.