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

Latitude 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
2026
Q1 		$1.03M Buy
11,292
+8,975
+387% +$821K 0.47% 55
2025
Q4 		$212K Sell
2,317
-608
-21% -$55.7K 0.09% 216
2025
Q3 		$268K Sell
2,925
-318
-10% -$29.1K 0.12% 174
2025
Q2 		$297K Buy
3,243
+60
+2% +$5.5K 0.15% 153
2025
Q1 		$292K Sell
3,183
-21,809
-87% -$2M 0.17% 141
2024
Q4 		$2.29M Buy
24,992
+22,655
+969% +$2.07M 1.29% 16
2024
Q3 		$215K Buy
2,337
+5
+0.2% +$458 0.12% 179
2024
Q2 		$214K Buy
2,332
+71
+3% +$6.5K 0.13% 164
2024
Q1 		$208K Sell
2,261
-923
-29% -$84.5K 0.13% 171
2023
Q4 		$291K Sell
3,184
-40,194
-93% -$3.68M 0.2% 120
2023
Q3 		$3.98M Buy
43,378
+20,195
+87% +$1.85M 2.85% 6
2023
Q2 		$2.13M Buy
23,183
+20,678
+825% +$1.89M 1.48% 12
2023
Q1 		$230K Buy
+2,505
New +$229K 0.17% 143

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return