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

Oak Wealth 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
Q1 		– Sell
-3,785
Closed -$346K – 53
2024
Q4 		$346K Buy
+3,785
New +$347K 0.27% 43

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

Oak Wealth Advisors's BIL Position: Q1 2025 in Review

Oak Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 3,785 shares — an estimated $346K sold.

Oak Wealth Advisors first reported a position in BIL in Q4 2024 and held it in 1 quarter. The position peaked at $346K in Q4 2024. 1,166 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • Oak Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Oak Wealth Advisors sold 3,785 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $346K.
  • Oak Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
  • Oak Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $346K in Q4 2024.
  • 1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Oak Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.