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

Herold Advisors’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
-75,161
Closed -$6.89M – 252
2025
Q2 		$6.89M Buy
+75,161
New +$6.88M 1.45% 13

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Herold Advisors's BIL Position: Q3 2025 in Review

Herold Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 75,161 shares — an estimated $6.89M sold.

Herold Advisors first reported a position in BIL in Q2 2025 and held it in 1 quarter. The position peaked at $6.89M in Q2 2025. 1,169 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

  • Herold Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 75,161 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $6.89M.
  • Herold Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and held it in 1 quarter.
  • Herold Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.89M in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.