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

EWG Elevate’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	–	Sell	-4,238	Closed	-$389K	–	126
2025 Q2	$389K	Sell	4,238 -909	-18%	-$83.2K	0.12%	101
2025 Q1	$472K	Buy	+5,147	New	+$471K	0.18%	75
2023 Q1	–	Sell	-142	Closed	-$13K	–	144
2022 Q4	$13K	Buy	+142	New	+$13K	0.01%	343

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EWG Elevate's BIL Position: Q3 2025 in Review

EWG Elevate sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 4,238 shares — an estimated $389K sold.

EWG Elevate first reported a position in BIL in Q4 2022 and held it in 3 quarters. The position peaked at $472K in Q1 2025. 1,165 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

EWG Elevate reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
EWG Elevate sold 4,238 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $389K.
EWG Elevate first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 3 quarters.
EWG Elevate's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $472K in Q1 2025.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.