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

Heritage Wealth 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 Q1	$1.5M	Sell	16,356 -1,582	-9%	-$145K	2.29%	12
2024 Q4	$1.64M	Sell	17,938 -11,821	-40%	-$1.08M	2.06%	16
2024 Q3	$2.73M	Buy	29,759 +10,391	+54%	+$952K	3.21%	10
2024 Q2	$1.78M	Sell	19,368 -3,090	-14%	-$283K	2.58%	13
2024 Q1	$2.05M	Hold	22,458	–	–	4.19%	6
2023 Q4	$2.05M	Sell	22,458 -3,393	-13%	-$311K	4.19%	6
2023 Q3	$2.37M	Sell	25,851 -17,754	-41%	-$1.63M	5.06%	5
2023 Q2	$4M	Buy	43,605 +33,455	+330%	+$3.06M	2.36%	18
2023 Q1	$932K	Buy	10,150 +2,973	+41%	+$272K	0.74%	23
2022 Q4	$657K	Buy	+7,177	New	+$657K	0.6%	27

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

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

CWP

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

Heritage Wealth Partners's BIL Position: Q1 2025 in Review

Heritage Wealth Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.8% in Q1 2025, selling an estimated $145K and leaving 16,356 shares worth $1.5M. The position accounts for 2.29% of the portfolio, ranked #12.

Heritage Wealth Partners first reported a position in BIL in Q4 2022 and has held it in 10 quarters since. The position peaked at $4M in Q2 2023. 1,168 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Heritage Wealth Partners held 16,356 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.5M as of Q1 2025.
Heritage Wealth Partners sold 1,582 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $145K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.29% of Heritage Wealth Partners's portfolio in Q1 2025, its #12 holding.
Heritage Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 10 quarters since.
Heritage Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4M in Q2 2023.
1,168 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.