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

Davies 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
Q1 		– Sell
-7,623
Closed -$697K – 66
2024
Q4 		$697K Buy
+7,623
New +$698K 0.59% 37

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
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

Davies Financial Advisors's BIL Position: Q1 2025 in Review

Davies Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 7,623 shares — an estimated $697K sold.

Davies Financial Advisors first reported a position in BIL in Q4 2024 and held it in 1 quarter. The position peaked at $697K in Q4 2024. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • Davies Financial Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 7,623 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $697K.
  • Davies Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
  • Davies Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $697K in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Davies Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.