Marcum Wealth’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
Other funds holding BIL
CWP
Marcum Wealth's BIL Position: Q1 2025 in Review
Marcum Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.29% in Q1 2025, selling an estimated $1.83K and leaving 6,809 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #164.
Marcum Wealth first reported a position in BIL in Q4 2019 and has held it in 11 quarters since. The position peaked at $728K in Q4 2023. 1,166 funds tracked by Wall St. Rank hold BIL as of Q1 2025.
- Marcum Wealth held 6,809 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $625K as of Q1 2025.
- Marcum Wealth sold 20 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $1.83K.
- State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #164 holding.
- Marcum Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 11 quarters since.
- Marcum Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $728K in Q4 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 Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.