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Oak Family Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Oak Family Advisors’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
-18,207
Closed -$1.67M – 115
2025
Q3 		$1.67M Buy
18,207
+12,741
+233% +$1.17M 0.42% 54
2025
Q2 		$501K Buy
+5,466
New +$501K 0.16% 67

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oak Family Advisors's BIL Position: Q4 2025 in Review

Oak Family Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 18,207 shares — an estimated $1.67M sold.

Oak Family Advisors first reported a position in BIL in Q2 2025 and held it in 2 quarters. The position peaked at $1.67M in Q3 2025. 1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

  • Oak Family Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Oak Family Advisors sold 18,207 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $1.67M.
  • Oak Family Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and held it in 2 quarters.
  • Oak Family Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.67M in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Oak Family Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.