Marex Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Marex Group’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,264	Closed	-$622K	–	1035
2025 Q4	$622K	Buy	+6,264	New	+$622K	﹤0.01%	504
2025 Q2	–	Sell	-4,998	Closed	-$497K	–	674
2025 Q1	$497K	Sell	4,998 -5,978	-54%	-$594K	0.01%	335
2024 Q4	$1.09M	Buy	10,976 +5,276	+93%	+$524K	0.02%	232
2024 Q3	$568K	Sell	5,700 -3,300	-37%	-$328K	0.01%	284
2024 Q2	$894K	Buy	9,000 +3,000	+50%	+$298K	0.02%	228
2024 Q1	$597K	Buy	6,000 +1,000	+20%	+$99.3K	0.02%	230
2023 Q4	$496K	Buy	+5,000	New	+$496K	0.02%	300

Other funds holding BILS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

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

Marex Group's BILS Position: Q1 2026 in Review

Marex Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2026, closing a stake of 6,264 shares — an estimated $622K sold.

Marex Group first reported a position in BILS in Q4 2023 and held it in 7 quarters. The position peaked at $1.09M in Q4 2024. 277 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Marex Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Marex Group sold 6,264 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $622K.
Marex Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and held it in 7 quarters.
Marex Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.09M in Q4 2024.
277 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.