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

Longfellow Investment Management’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	–	Sell	-114	Closed	-$10.4K	–	282
2024 Q4	$10.4K	Hold	114	–	–	﹤0.01%	182
2024 Q3	$10.5K	Sell	114 -223	-66%	-$20.4K	﹤0.01%	181
2024 Q2	$30.9K	Sell	337 -155	-32%	-$14.2K	0.01%	164
2024 Q1	$45.2K	Hold	492	–	–	0.01%	170
2023 Q4	$45K	Buy	492 +328	+200%	+$30K	0.01%	152
2023 Q3	$15.1K	Hold	164	–	–	﹤0.01%	140
2023 Q2	$15.1K	Buy	+164	New	+$15K	﹤0.01%	168

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Longfellow Investment Management's BIL Position: Q1 2025 in Review

Longfellow Investment Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 114 shares — an estimated $10.4K sold.

Longfellow Investment Management first reported a position in BIL in Q2 2023 and held it in 7 quarters. The position peaked at $45.2K in Q1 2024. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Longfellow Investment Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Longfellow Investment Management sold 114 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $10.4K.
Longfellow Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 7 quarters.
Longfellow Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $45.2K in Q1 2024.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.