Lugano Financial Advisors SA (LFA)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Lugano Financial Advisors SA (LFA)’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	–	Sell	-650	Closed	-$59.2K	–	231
2025 Q2	$59.2K	Hold	650	–	–	0.04%	133
2025 Q1	$59.6K	Sell	650 -750	-54%	-$68.7K	0.04%	123
2024 Q4	$128K	Sell	1,400 -1,366	-49%	-$125K	0.08%	98
2024 Q3	$254K	Buy	+2,766	New	+$253K	0.17%	63
2023 Q4	–	Sell	-1,095	Closed	-$101K	–	178
2023 Q3	$101K	Hold	1,095	–	–	0.09%	88
2023 Q2	$101K	Hold	1,095	–	–	0.07%	100
2023 Q1	$101K	Buy	+1,095	New	+$100K	0.08%	67

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s BIL Position: Q3 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 650 shares — an estimated $59.2K sold.

Lugano Financial Advisors SA (LFA) first reported a position in BIL in Q1 2023 and held it in 7 quarters. The position peaked at $254K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Lugano Financial Advisors SA (LFA) reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 650 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $59.2K.
Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 7 quarters.
Lugano Financial Advisors SA (LFA)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $254K in Q3 2024.
1,170 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2025, filed 5 Nov 2025.