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Lokken Investment Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Lokken Investment Group’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
-5,851
Closed -$580K – 138
2024
Q4 		$580K Buy
+5,851
New +$581K 0.25% 76

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BB
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

Lokken Investment Group's BILS Position: Q1 2025 in Review

Lokken Investment Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2025, closing a stake of 5,851 shares — an estimated $580K sold.

Lokken Investment Group first reported a position in BILS in Q4 2024 and held it in 1 quarter. The position peaked at $580K in Q4 2024. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2025.

  • Lokken Investment Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 5,851 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2025, an estimated $580K.
  • Lokken Investment Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
  • Lokken Investment Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $580K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.