MA
BIL icon

MJP Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

MJP Associates’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 		– Sell
-2,427
Closed -$222K – 228
2024
Q4 		$222K Sell
2,427
-1,984
-45% -$182K 0.04% 212
2024
Q3 		$405K Buy
+4,411
New +$404K 0.08% 134
2024
Q2 		– Sell
-2,325
Closed -$213K – 237
2024
Q1 		$213K Sell
2,325
-7,008
-75% -$642K 0.05% 213
2023
Q4 		$853K Buy
9,333
+3,498
+60% +$320K 0.23% 46
2023
Q3 		$536K Buy
5,835
+3,194
+121% +$293K 0.16% 65
2023
Q2 		$242K Buy
2,641
+387
+17% +$35.5K 0.08% 125
2023
Q1 		$207K Sell
2,254
-190
-8% -$17.4K 0.06% 129
2022
Q4 		$224K Sell
2,444
-300
-11% -$27.5K 0.07% 118
2022
Q3 		$251K Sell
2,744
-9,101
-77% -$832K 0.08% 100
2022
Q2 		$1.08M Sell
11,845
-375
-3% -$34.3K 0.3% 38
2022
Q1 		$1.12M Sell
12,220
-25
-0.2% -$2.29K 0.28% 43
2021
Q4 		$1.12M Sell
12,245
-476
-4% -$43.5K 0.33% 42
2021
Q3 		$1.16M Sell
12,721
-526
-4% -$48.1K 0.39% 35
2021
Q2 		$1.21M Sell
13,247
-1,186
-8% -$109K 0.41% 35
2021
Q1 		$1.32M Sell
14,433
-151
-1% -$13.8K 0.54% 31
2020
Q4 		$1.33M Buy
+14,584
New +$1.33M 0.56% 31

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MJP Associates's BIL Position: Q1 2025 in Review

MJP Associates sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 2,427 shares — an estimated $222K sold.

MJP Associates first reported a position in BIL in Q4 2020 and held it in 16 quarters. The position peaked at $1.33M in Q4 2020. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • MJP Associates reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • MJP Associates sold 2,427 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $222K.
  • MJP Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 16 quarters.
  • MJP Associates's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.33M in Q4 2020.
  • 1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on MJP Associates's 13F filing for Q1 2025, filed 30 Apr 2025.