Morton Capital Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Morton Capital Management’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 Q3	–	Sell	-4,487	Closed	-$412K	–	132
2025 Q2	$412K	Buy	+4,487	New	+$411K	0.07%	78

Other funds holding BIL

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morton Capital Management's BIL Position: Q3 2025 in Review

Morton Capital Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 4,487 shares — an estimated $412K sold.

Morton Capital Management first reported a position in BIL in Q2 2025 and held it in 1 quarter. The position peaked at $412K in Q2 2025. 1,170 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Morton Capital Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Morton Capital Management sold 4,487 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $412K.
Morton Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and held it in 1 quarter.
Morton Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $412K in Q2 2025.
1,170 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Morton Capital Management's 13F filing for Q3 2025, filed 24 Oct 2025.