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Financial Advocates Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Financial Advocates Investment Management’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
-17,619
Closed -$1.62M – 143
2025
Q2 		$1.62M Sell
17,619
-52,527
-75% -$4.81M 0.13% 156
2025
Q1 		$6.37M Sell
70,146
-21,079
-23% -$1.93M 0.45% 47
2024
Q4 		$8.28M Sell
91,225
-17,584
-16% -$1.61M 0.47% 46
2024
Q3 		$9.99M Sell
108,809
-104,238
-49% -$9.55M 0.56% 36
2024
Q2 		$19.6M Buy
213,047
+96,792
+83% +$8.87M 1.21% 11
2024
Q1 		$10.7M Buy
116,255
+69,215
+147% +$6.34M 0.62% 29
2023
Q4 		$4.3M Sell
47,040
-19,340
-29% -$1.77M 0.28% 81
2023
Q3 		$5.97M Sell
66,380
-15,534
-19% -$1.42M 0.43% 54
2023
Q2 		$7.52M Buy
81,914
+21,012
+35% +$1.93M 0.54% 40
2023
Q1 		$5.59M Sell
60,902
-2,251
-4% -$206K 0.4% 54
2022
Q4 		$5.78M Buy
63,153
+51,977
+465% +$4.76M 0.43% 50
2022
Q3 		$1.02M Buy
11,176
+2,074
+23% +$190K 0.08% 251
2022
Q2 		$833K Sell
9,102
-568
-6% -$51.9K 0.07% 297
2022
Q1 		$884K Hold
9,670
– – 0.06% 321
2021
Q4 		$884K Sell
9,670
-1,176
-11% -$108K 0.06% 349
2021
Q3 		$992K Sell
10,846
-265
-2% -$24.2K 0.07% 317
2021
Q2 		$1.02M Sell
11,111
-1,910
-15% -$175K 0.07% 315
2021
Q1 		$1.19M Sell
13,021
-1,503
-10% -$138K 0.08% 277
2020
Q4 		$1.33M Sell
14,524
-3,894
-21% -$356K 0.09% 246
2020
Q3 		$1.69M Buy
+18,418
New +$1.69M 0.14% 155
2020
Q2 		– Sell
-23,870
Closed -$2.19M – 612
2020
Q1 		$2.19M Buy
23,870
+8,332
+54% +$763K 0.31% 80
2019
Q4 		$1.42M Buy
+15,538
New +$1.42M 0.15% 158

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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Financial Advocates Investment Management's BIL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 17,619 shares — an estimated $1.62M sold.

Financial Advocates Investment Management first reported a position in BIL in Q4 2019 and held it in 22 quarters. The position peaked at $19.6M in Q2 2024. 1,168 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,619 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $1.62M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 22 quarters.
  • Financial Advocates Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $19.6M in Q2 2024.
  • 1,168 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.