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

Maltin Wealth 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 Q2	–	Sell	-45,562	Closed	-$4.18M	–	128
2025 Q1	$4.18M	Buy	45,562 +31,431	+222%	+$2.88M	1.96%	13
2024 Q4	$1.29M	Sell	14,131 -9,077	-39%	-$831K	0.63%	47
2024 Q3	$2.13M	Buy	23,208 +5,130	+28%	+$470K	1.04%	35
2024 Q2	$1.66M	Buy	18,078 +5,320	+42%	+$487K	0.89%	39
2024 Q1	$1.17M	Buy	12,758 +2,294	+22%	+$210K	0.66%	48
2023 Q4	$956K	Buy	10,464 +4,464	+74%	+$409K	0.61%	56
2023 Q3	$551K	Buy	+6,000	New	+$550K	0.38%	69

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Maltin Wealth Management's BIL Position: Q2 2025 in Review

Maltin Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 45,562 shares — an estimated $4.18M sold.

Maltin Wealth Management first reported a position in BIL in Q3 2023 and held it in 7 quarters. The position peaked at $4.18M in Q1 2025. 1,177 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Maltin Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Maltin Wealth Management sold 45,562 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $4.18M.
Maltin Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and held it in 7 quarters.
Maltin Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.18M in Q1 2025.
1,177 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Maltin Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.