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Daymark Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Daymark Wealth Partners’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
-2,451
Closed -$225K – 606
2025
Q3 		$225K Buy
+2,451
New +$225K 0.01% 565

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWP
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Daymark Wealth Partners's BIL Position: Q4 2025 in Review

Daymark Wealth Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 2,451 shares — an estimated $225K sold.

Daymark Wealth Partners first reported a position in BIL in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

  • Daymark Wealth Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,451 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $225K.
  • Daymark Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and held it in 1 quarter.
  • Daymark Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $225K in Q3 2025.
  • 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 Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.