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Michael A Dubis Financial Planning’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Michael A Dubis Financial 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
Q1 		$1.1M Sell
11,944
-984
-8% -$90.1K 1.06% 17
2024
Q4 		$1.18M Buy
+12,928
New +$1.18M 1.14% 17

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
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

Michael A Dubis Financial Planning's BIL Position: Q1 2025 in Review

Michael A Dubis Financial Planning reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.6% in Q1 2025, selling an estimated $90.1K and leaving 11,944 shares worth $1.1M. The position accounts for 1.06% of the portfolio, ranked #17.

Michael A Dubis Financial Planning first reported a position in BIL in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2024. 1,167 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • Michael A Dubis Financial Planning held 11,944 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.1M as of Q1 2025.
  • Michael A Dubis Financial Planning sold 984 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $90.1K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.06% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #17 holding.
  • Michael A Dubis Financial Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.18M in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.