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
2024 Q4	–	Sell	-500	Closed	-$45.7K	–	762
2024 Q3	$45.7K	Buy	+500	New	+$45.8K	﹤0.01%	757
2020 Q3	–	Sell	-20,951	Closed	-$1.95M	–	631
2020 Q2	$1.95M	Buy	+20,951	New	+$1.92M	0.19%	131

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 $445B AUM 25.58% 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 $120B AUM 27.84% 1-Year Est. Return

CWP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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.