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

Meredith Wealth Planning’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
-2,397
Closed -$220K – 61
2025
Q1 		$220K Buy
+2,397
New +$220K 0.1% 50

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
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

Meredith Wealth Planning's BIL Position: Q2 2025 in Review

Meredith Wealth Planning sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 2,397 shares — an estimated $220K sold.

Meredith Wealth Planning first reported a position in BIL in Q1 2025 and held it in 1 quarter. The position peaked at $220K in Q1 2025. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

  • Meredith Wealth Planning reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Meredith Wealth Planning sold 2,397 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $220K.
  • Meredith Wealth Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and held it in 1 quarter.
  • Meredith Wealth Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $220K 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 Meredith Wealth Planning's 13F filing for Q2 2025, filed 16 Jul 2025.