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

Keel Point’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	-5,355	Closed	-$491K	–	530
2025 Q2	$491K	Hold	5,355	–	–	0.03%	297
2025 Q1	$491K	Sell	5,355 -7,028	-57%	-$644K	0.04%	256
2024 Q4	$1.13M	Hold	12,383	–	–	0.09%	136
2024 Q3	$1.14M	Hold	12,383	–	–	0.09%	140
2024 Q2	$1.13M	Buy	+12,383	New	+$1.13M	0.1%	138

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Keel Point's BIL Position: Q3 2025 in Review

Keel Point sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 5,355 shares — an estimated $491K sold.

Keel Point first reported a position in BIL in Q2 2024 and held it in 5 quarters. The position peaked at $1.14M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Keel Point reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Keel Point sold 5,355 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $491K.
Keel Point first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 5 quarters.
Keel Point's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.14M in Q3 2024.
1,170 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Keel Point's 13F filing for Q3 2025, filed 16 Dec 2025.