LWM Advisory Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,731
Closed -$251K 92
2025
Q1
$251K Buy
+2,731
New +$250K 0.17% 87

Other funds holding BIL

LWM Advisory Services's BIL Position: Q2 2025 in Review

LWM Advisory Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 2,731 shares — an estimated $251K sold.

LWM Advisory Services first reported a position in BIL in Q1 2025 and held it in 1 quarter. The position peaked at $251K in Q1 2025. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

  • LWM Advisory Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • LWM Advisory Services sold 2,731 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $251K.
  • LWM Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and held it in 1 quarter.
  • LWM Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $251K in Q1 2025.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on LWM Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.