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Lowery Thomas LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Lowery Thomas LLC’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
-4,168
Closed -$381K – 56
2024
Q4 		$381K Sell
4,168
-13,668
-77% -$1.25M 0.25% 46
2024
Q3 		$1.64M Sell
17,836
-75,902
-81% -$6.95M 1.11% 25
2024
Q2 		$8.6M Sell
93,738
-7,111
-7% -$651K 6.28% 4
2024
Q1 		$9.26M Buy
100,849
+1,494
+2% +$137K 7.09% 3
2023
Q4 		$9.08M Sell
99,355
-10,846
-10% -$993K 7.8% 3
2023
Q3 		$10.1M Sell
110,201
-8,839
-7% -$810K 9.67% 1
2023
Q2 		$10.9M Buy
119,040
+4,512
+4% +$413K 10.75% 1
2023
Q1 		$10.5M Buy
114,528
+2,628
+2% +$241K 11.59% 1
2022
Q4 		$10.2M Buy
111,900
+77,280
+223% +$7.07M 12.29% 1
2022
Q3 		$3.17M Sell
34,620
-26,970
-44% -$2.47M 3.71% 12
2022
Q2 		$5.63M Buy
+61,590
New +$5.63M 5.39% 5

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
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

Lowery Thomas LLC's BIL Position: Q1 2025 in Review

Lowery Thomas LLC sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 4,168 shares — an estimated $381K sold.

Lowery Thomas LLC first reported a position in BIL in Q2 2022 and held it in 11 quarters. The position peaked at $10.9M in Q2 2023. 1,166 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • Lowery Thomas LLC reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Lowery Thomas LLC sold 4,168 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $381K.
  • Lowery Thomas LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and held it in 11 quarters.
  • Lowery Thomas LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.9M in Q2 2023.
  • 1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Lowery Thomas LLC's 13F filing for Q1 2025, filed 5 May 2025.