Lido Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Lido Advisors’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,083	Closed	-$901K	–	1527
2024 Q4	$901K	Hold	9,083	–	–	﹤0.01%	799
2024 Q3	$904K	Hold	9,083	–	–	﹤0.01%	743
2024 Q2	$903K	Sell	9,083 -1,010	-10%	-$100K	0.01%	696
2024 Q1	$1M	Hold	10,093	–	–	0.01%	651
2023 Q4	$1M	Hold	10,093	–	–	0.01%	617
2023 Q3	$1M	Hold	10,093	–	–	0.01%	542
2023 Q2	$1M	Buy	+10,093	New	+$1M	0.01%	540

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Lido Advisors's BILS Position: Q1 2025 in Review

Lido Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2025, closing a stake of 9,083 shares — an estimated $901K sold.

Lido Advisors first reported a position in BILS in Q2 2023 and held it in 7 quarters. The position peaked at $1M in Q2 2023. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2025.

Lido Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Lido Advisors sold 9,083 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2025, an estimated $901K.
Lido Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 7 quarters.
Lido Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1M in Q2 2023.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.