Kelly Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kelly Financial Services’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	–	Sell	-4,977	Closed	-$455K	–	115
2024 Q4	$455K	Sell	4,977 -1,503	-23%	-$138K	0.16%	66
2024 Q3	$595K	Buy	6,480 +2,040	+46%	+$187K	0.22%	57
2024 Q2	$407K	Sell	4,440 -3,575	-45%	-$328K	0.15%	69
2024 Q1	$736K	Buy	8,015 +4,053	+102%	+$371K	0.28%	53
2023 Q4	$362K	Sell	3,962 -11,718	-75%	-$1.07M	0.15%	74
2023 Q3	$1.44M	Buy	15,680 +5,802	+59%	+$532K	0.66%	28
2023 Q2	$907K	Buy	9,878 +3,622	+58%	+$332K	0.43%	33
2023 Q1	$574K	Buy	6,256 +2,707	+76%	+$248K	0.29%	43
2022 Q4	$325K	Sell	3,549 -7,007	-66%	-$641K	0.17%	69
2022 Q3	$967K	Buy	10,556 +6,702	+174%	+$613K	0.56%	28
2022 Q2	$353K	Buy	3,854 +1,069	+38%	+$97.7K	0.18%	59
2022 Q1	$255K	Sell	2,785 -113	-4%	-$10.3K	0.11%	71
2021 Q4	$265K	Buy	2,898 +2,240	+340%	+$205K	0.12%	65
2021 Q3	$60.2K	Buy	+658	New	+$60.2K	0.03%	138
2021 Q2	–	Sell	-151	Closed	-$13.8K	–	640
2021 Q1	$13.8K	Hold	151	–	–	0.01%	259
2020 Q4	$13.8K	Hold	151	–	–	0.01%	232
2020 Q3	$13.8K	Hold	151	–	–	0.01%	217
2020 Q2	$13.8K	Hold	151	–	–	0.01%	200
2020 Q1	$13.9K	Buy	+151	New	+$13.8K	0.02%	180

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 $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Kelly Financial Services's BIL Position: Q1 2025 in Review

Kelly Financial Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 4,977 shares — an estimated $455K sold.

Kelly Financial Services first reported a position in BIL in Q1 2020 and held it in 19 quarters. The position peaked at $1.44M in Q3 2023. 1,166 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Kelly Financial Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Kelly Financial Services sold 4,977 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $455K.
Kelly Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and held it in 19 quarters.
Kelly Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.44M in Q3 2023.
1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Kelly Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.