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

Madison Asset 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	-4,371	Closed	-$400K	–	352
2024 Q4	$400K	Hold	4,371	–	–	﹤0.01%	309
2024 Q3	$401K	Hold	4,371	–	–	﹤0.01%	297
2024 Q2	$401K	Hold	4,371	–	–	0.01%	294
2024 Q1	$401K	Hold	4,371	–	–	﹤0.01%	302
2023 Q4	$399K	Buy	+4,371	New	+$400K	0.01%	302
2020 Q2	–	Sell	-185,889	Closed	-$17M	–	270
2020 Q1	$17M	Sell	185,889 -23,401	-11%	-$2.14M	0.35%	88
2019 Q4	$19.1M	Buy	+209,290	New	+$19.1M	0.29%	98

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

Madison Asset Management's BIL Position: Q1 2025 in Review

Madison Asset Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 4,371 shares — an estimated $400K sold.

Madison Asset Management first reported a position in BIL in Q4 2019 and held it in 7 quarters. The position peaked at $19.1M in Q4 2019. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Madison Asset 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.
Madison Asset Management sold 4,371 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $400K.
Madison Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 7 quarters.
Madison Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $19.1M in Q4 2019.
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 Madison Asset Management's 13F filing for Q1 2025, filed 6 May 2025.