GRP
BIL icon

Global Retirement Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Global Retirement Partners’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 		$19.5M Buy
213,105
+37,943
+22% +$3.47M 0.35% 56
2025
Q3 		$16.1M Sell
175,162
-99,561
-36% -$9.12M 0.36% 56
2025
Q2 		$25.2M Buy
+274,723
New +$25.2M 0.62% 30
2024
Q4 		$18.3M Sell
199,880
-89,135
-31% -$8.16M 0.52% 36
2024
Q3 		$26.5M Sell
289,015
-210,556
-42% -$19.3M 0.8% 17
2024
Q2 		$45.9M Buy
499,571
+47,301
+10% +$4.33M 1.44% 9
2024
Q1 		$41.5M Sell
452,270
-44,161
-9% -$4.05M 1.55% 8
2023
Q4 		$45.5M Sell
496,431
-58,188
-10% -$5.33M 1.9% 6
2023
Q3 		$50.7M Buy
554,619
+161,170
+41% +$14.8M 2.56% 4
2023
Q2 		$36.1M Buy
393,449
+99,365
+34% +$9.1M 1.76% 7
2023
Q1 		$26.9M Buy
294,084
+139,521
+90% +$12.8M 1.43% 9
2022
Q4 		$14.1M Buy
154,563
+33,521
+28% +$3.07M 0.97% 15
2022
Q3 		$11.1M Buy
121,042
+109,746
+972% +$10M 0.84% 18
2022
Q2 		$1.03M Buy
11,296
+6
+0.1% +$549 0.08% 243
2022
Q1 		$1.03M Buy
+11,290
New +$1.03M 0.08% 245
2021
Q4 		– Sell
-7,833
Closed -$716K – 391
2021
Q3 		$716K Sell
7,833
-353
-4% -$32.3K 0.07% 237
2021
Q2 		$749K Sell
8,186
-1,182
-13% -$108K 0.08% 228
2021
Q1 		$857K Sell
9,368
-264
-3% -$24.2K 0.1% 186
2020
Q4 		$882K Sell
9,632
-123
-1% -$11.3K 0.11% 170
2020
Q3 		$893K Buy
9,755
+1,192
+14% +$109K 0.13% 160
2020
Q2 		$784K Sell
8,563
-22,651
-73% -$2.07M 0.13% 162
2020
Q1 		$2.86M Buy
31,214
+18,851
+152% +$1.73M 0.54% 38
2019
Q4 		$1.13M Buy
12,363
+2,570
+26% +$235K 0.17% 128
2019
Q3 		$897K Buy
9,793
+1,732
+21% +$159K 0.15% 153
2019
Q2 		$738K Sell
8,061
-125
-2% -$11.4K 0.14% 141
2019
Q1 		$750K Buy
8,186
+5,717
+232% +$523K 0.18% 103
2018
Q4 		$226K Sell
2,469
-218
-8% -$19.9K 0.06% 262
2018
Q3 		$246K Buy
2,687
+1,865
+227% +$171K 0.06% 265
2018
Q2 		$75K Sell
822
-13
-2% -$1.19K 0.02% 441
2018
Q1 		$76K Buy
+835
New +$76.4K 0.02% 431
2017
Q2 		– Sell
-5,542
Closed -$507K – 1140
2017
Q1 		$507K Buy
+5,542
New +$507K 0.28% 83

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's BIL Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q4 2025, buying an estimated $3.47M and bringing the position to 213,105 shares worth $19.5M. The position accounts for 0.35% of the portfolio, ranked #56.

Global Retirement Partners first reported a position in BIL in Q1 2017 and has held it in 31 quarters since. The position peaked at $50.7M in Q3 2023. 1,236 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

  • Global Retirement Partners held 213,105 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $19.5M as of Q4 2025.
  • Global Retirement Partners bought 37,943 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $3.47M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.35% of Global Retirement Partners's portfolio in Q4 2025, its #56 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2017 and has held it in 31 quarters since.
  • Global Retirement Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $50.7M in Q3 2023.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.