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

Emerald 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 Q4	–	Sell	-3,207	Closed	-$294K	–	114
2025 Q3	$294K	Buy	+3,207	New	+$294K	0.04%	89
2025 Q2	–	Sell	-3,075	Closed	-$282K	–	102
2025 Q1	$282K	Sell	3,075 -420	-12%	-$38.5K	0.04%	82
2024 Q4	$320K	Sell	3,495 -2,012	-37%	-$184K	0.04%	79
2024 Q3	$505K	Sell	5,507 -907	-14%	-$83.1K	0.07%	62
2024 Q2	$589K	Buy	+6,414	New	+$588K	0.09%	55

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

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

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

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

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Emerald Advisors's BIL Position: Q4 2025 in Review

Emerald Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 3,207 shares — an estimated $294K sold.

Emerald Advisors first reported a position in BIL in Q2 2024 and held it in 5 quarters. The position peaked at $589K in Q2 2024. 1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

Emerald Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Emerald Advisors sold 3,207 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $294K.
Emerald Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 5 quarters.
Emerald Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $589K in Q2 2024.
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 Emerald Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.