Creekmur Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Creekmur Asset Management’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	$1.52M	Sell	16,587 -2,823	-15%	-$259K	0.25%	55
2025 Q2	$1.78M	Sell	19,410 -3,308	-15%	-$303K	0.31%	41
2025 Q1	$2.08M	Sell	22,718 -54,582	-71%	-$5M	0.44%	25
2024 Q4	$7.07M	Sell	77,300 -2,490	-3%	-$228K	1.62%	14
2024 Q3	$7.33M	Buy	79,790 +1,778	+2%	+$163K	1.72%	14
2024 Q2	$7.16M	Sell	78,012 -130,978	-63%	-$12M	1.85%	13
2024 Q1	$19.2M	Buy	208,990 +79,015	+61%	+$7.24M	6.56%	3
2023 Q4	$11.9M	Buy	+129,975	New	+$11.9M	3.69%	8

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

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Creekmur Asset Management's BIL Position: Q3 2025 in Review

Creekmur Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q3 2025, selling an estimated $259K and leaving 16,587 shares worth $1.52M. The position accounts for 0.25% of the portfolio, ranked #55.

Creekmur Asset Management first reported a position in BIL in Q4 2023 and has held it in 8 quarters since. The position peaked at $19.2M in Q1 2024. 1,169 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Creekmur Asset Management held 16,587 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.52M as of Q3 2025.
Creekmur Asset Management sold 2,823 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $259K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.25% of Creekmur Asset Management's portfolio in Q3 2025, its #55 holding.
Creekmur Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $19.2M in Q1 2024.
1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.