Lokken Investment Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Lokken Investment Group’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	$3.35M	Buy	36,467 +2,797	+8%	+$256K	1.15%	23
2025 Q2	$3.09M	Buy	33,670 +3,775	+13%	+$346K	1.19%	22
2025 Q1	$2.74M	Buy	29,895 +3,483	+13%	+$319K	1.16%	22
2024 Q4	$2.41M	Buy	26,412 +345	+1%	+$31.6K	1.04%	23
2024 Q3	$2.39M	Buy	26,067 +567	+2%	+$52K	1%	22
2024 Q2	$2.34M	Sell	25,500 -550	-2%	-$50.4K	1.1%	21
2024 Q1	$2.39M	Buy	+26,050	New	+$2.39M	1.19%	21

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lokken Investment Group's BIL Position: Q3 2025 in Review

Lokken Investment Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.3% in Q3 2025, buying an estimated $256K and bringing the position to 36,467 shares worth $3.35M. The position accounts for 1.15% of the portfolio, ranked #23.

Lokken Investment Group first reported a position in BIL in Q1 2024 and has held it in 7 quarters since. 1,165 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Lokken Investment Group held 36,467 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.35M as of Q3 2025.
Lokken Investment Group bought 2,797 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $256K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.15% of Lokken Investment Group's portfolio in Q3 2025, its #23 holding.
Lokken Investment Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 7 quarters since.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.