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

Meridian Management’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
2025 Q1	–	Sell	-5,940	Closed	-$589K	–	77
2024 Q4	$589K	Sell	5,940 -913	-13%	-$90.6K	0.16%	62
2024 Q3	$682K	Sell	6,853 -2,225	-25%	-$221K	0.17%	60
2024 Q2	$902K	Sell	9,078 -984	-10%	-$97.6K	0.25%	52
2024 Q1	$1M	Buy	10,062 +538	+6%	+$53.4K	0.27%	50
2023 Q4	$945K	Buy	+9,524	New	+$945K	0.27%	48

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Meridian Management's BILS Position: Q1 2025 in Review

Meridian Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2025, closing a stake of 5,940 shares — an estimated $589K sold.

Meridian Management first reported a position in BILS in Q4 2023 and held it in 5 quarters. The position peaked at $1M in Q1 2024. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2025.

Meridian Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Meridian Management sold 5,940 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2025, an estimated $589K.
Meridian Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and held it in 5 quarters.
Meridian Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1M in Q1 2024.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2025.

Based on Meridian Management's 13F filing for Q1 2025, filed 7 May 2025.