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

Delos Wealth 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
2024 Q4	–	Sell	-5,460	Closed	-$501K	–	203
2024 Q3	$501K	Hold	5,460	–	–	0.44%	39
2024 Q2	$501K	Hold	5,460	–	–	0.48%	38
2024 Q1	$501K	Sell	5,460 -2,400	-31%	-$220K	0.56%	37
2023 Q4	$718K	Hold	7,860	–	–	1.04%	27
2023 Q3	$722K	Hold	7,860	–	–	0.87%	33
2023 Q2	$722K	Buy	7,860 +5,460	+228%	+$500K	0.92%	31
2023 Q1	$220K	Buy	2,400 +2,290	+2,082%	+$210K	0.28%	42
2022 Q4	$10.1K	Buy	+110	New	+$10.1K	0.02%	134

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Delos Wealth Advisors's BIL Position: Q4 2024 in Review

Delos Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 5,460 shares — an estimated $501K sold.

Delos Wealth Advisors first reported a position in BIL in Q4 2022 and held it in 8 quarters. The position peaked at $722K in Q3 2023. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Delos Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Delos Wealth Advisors sold 5,460 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $501K.
Delos Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 8 quarters.
Delos Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $722K in Q3 2023.
1,125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Delos Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.