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

Northeast Planning Associates NH’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
Q4 		– Sell
-2,275
Closed -$209K – 53
2025
Q3 		$209K Buy
+2,275
New +$208K 0.18% 50

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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
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northeast Planning Associates NH's BIL Position: Q4 2025 in Review

Northeast Planning Associates NH sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 2,275 shares — an estimated $209K sold.

Northeast Planning Associates NH first reported a position in BIL in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 1,238 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

  • Northeast Planning Associates NH reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 2,275 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $209K.
  • Northeast Planning Associates NH first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and held it in 1 quarter.
  • Northeast Planning Associates NH's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $209K in Q3 2025.
  • 1,238 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Northeast Planning Associates NH's 13F filing for Q4 2025, filed 4 Feb 2026.