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

Jim Simons’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 Q2	–	Sell	-1,255,300	Closed	-$115M	–	3560
2025 Q1	$115M	Buy	1,255,300 +245,300	+24%	+$22.5M	0.17%	117
2024 Q4	$92.3M	Buy	1,010,000 +99,000	+11%	+$9.07M	0.14%	166
2024 Q3	$83.6M	Buy	911,000 +61,900	+7%	+$5.67M	0.13%	173
2024 Q2	$77.9M	Hold	849,100	–	–	0.13%	165
2024 Q1	$77.9M	Hold	849,100	–	–	0.12%	190
2023 Q4	$77.6M	Buy	849,100 +299,500	+54%	+$27.4M	0.12%	182
2023 Q3	$50.5M	Buy	549,600 +166,900	+44%	+$15.3M	0.09%	262
2023 Q2	$35.1M	Hold	382,700	–	–	0.05%	414
2023 Q1	$35.1M	Buy	382,700 +62,400	+19%	+$5.72M	0.05%	458
2022 Q4	$29.3M	Buy	320,300 +77,300	+32%	+$7.07M	0.04%	535
2022 Q3	$22.3M	Buy	243,000 +104,200	+75%	+$9.53M	0.03%	627
2022 Q2	$12.7M	Buy	138,800 +122,800	+768%	+$11.2M	0.02%	980
2022 Q1	$1.46M	Sell	16,000 -55,900	-78%	-$5.11M	﹤0.01%	2454
2021 Q4	$6.57M	Buy	71,900 +54,900	+323%	+$5.02M	0.01%	1335
2021 Q3	$1.55M	Sell	17,000 -31,769	-65%	-$2.91M	﹤0.01%	2282
2021 Q2	$4.46M	Buy	+48,769	New	+$4.46M	0.01%	1703
2021 Q1	–	Sell	-84,300	Closed	-$7.71M	–	3312
2020 Q4	$7.71M	Buy	84,300 +42,420	+101%	+$3.88M	0.01%	1331
2020 Q3	$3.83M	Sell	41,880 -73,270	-64%	-$6.71M	﹤0.01%	1732
2020 Q2	$10.5M	Buy	115,150 +28,000	+32%	+$2.56M	0.01%	1188
2020 Q1	$7.99M	Sell	87,150 -69,500	-44%	-$6.36M	0.01%	1300
2019 Q4	$14.3M	Buy	156,650 +46,700	+42%	+$4.27M	0.01%	1202
2019 Q3	$10.1M	Sell	109,950 -20,959	-16%	-$1.92M	0.01%	1389
2019 Q2	$12M	Sell	130,909 -19,441	-13%	-$1.78M	0.01%	1283
2019 Q1	$13.8M	Sell	150,350 -7,900	-5%	-$723K	0.01%	1200
2018 Q4	$14.5M	Buy	158,250 +39,600	+33%	+$3.62M	0.02%	1090
2018 Q3	$10.9M	Buy	118,650 +6,200	+6%	+$567K	0.01%	1302
2018 Q2	$10.3M	Buy	112,450 +16,900	+18%	+$1.55M	0.01%	1324
2018 Q1	$8.75M	Buy	95,550 +59,200	+163%	+$5.42M	0.01%	1455
2017 Q4	$3.32M	Buy	+36,350	New	+$3.32M	﹤0.01%	2061

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

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

Jim Simons's BIL Position: Q2 2025 in Review

Jim Simons sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 1,255,300 shares — an estimated $115M sold.

Jim Simons first reported a position in BIL in Q4 2017 and held it in 29 quarters. The position peaked at $115M in Q1 2025. 1,177 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Jim Simons reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 1,255,300 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $115M.
Jim Simons first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2017 and held it in 29 quarters.
Jim Simons's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $115M in Q1 2025.
1,177 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.