Jefferies Financial Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Jefferies Financial Group’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,770	Closed	-$773K	–	1316
2025 Q1	$773K	Sell	7,770 -1,256	-14%	-$125K	0.01%	904
2024 Q4	$895K	Hold	9,026	–	–	0.01%	920
2024 Q3	$899K	Hold	9,026	–	–	0.01%	814
2024 Q2	$897K	Sell	9,026 -7,824	-46%	-$776K	0.01%	791
2024 Q1	$1.68M	Buy	16,850 +12,904	+327%	+$1.28M	0.02%	649
2023 Q4	$391K	Sell	3,946 -1,000	-20%	-$99.2K	﹤0.01%	1301
2023 Q3	$492K	Sell	4,946 -1,521	-24%	-$151K	﹤0.01%	1067
2023 Q2	$643K	Sell	6,467 -28,166	-81%	-$2.8M	0.01%	1091
2023 Q1	$3.45M	Buy	+34,633	New	+$3.44M	0.03%	477

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jefferies Financial Group's BILS Position: Q2 2025 in Review

Jefferies Financial Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2025, closing a stake of 7,770 shares — an estimated $773K sold.

Jefferies Financial Group first reported a position in BILS in Q1 2023 and held it in 9 quarters. The position peaked at $3.45M in Q1 2023. 288 funds tracked by Wall St. Rank hold BILS as of Q2 2025.

Jefferies Financial Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Jefferies Financial Group sold 7,770 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2025, an estimated $773K.
Jefferies Financial Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 9 quarters.
Jefferies Financial Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.45M in Q1 2023.
288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.