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

Legacy 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
2025
Q1 		$143 Hold
11,241
– – ﹤0.01% 429
2024
Q4 		$1.03M Buy
+11,241
New +$1.03M 0.1% 154

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
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

Legacy Advisors's BIL Position: Q1 2025 in Review

Legacy Advisors held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q1 2025 at 11,241 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Legacy Advisors first reported a position in BIL in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.03M in Q4 2024. 1,169 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • Legacy Advisors held 11,241 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $143 as of Q1 2025.
  • Legacy Advisors left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q1 2025.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Legacy Advisors's portfolio in Q1 2025, its #429 holding.
  • Legacy Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 2 quarters since.
  • Legacy Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.03M in Q4 2024.
  • 1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.