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

ORG Partners’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	$797K	Sell	8,720 -2,514	-22%	-$230K	0.14%	142
2025 Q3	$1.03M	Sell	11,234 -3,465	-24%	-$317K	0.19%	107
2025 Q2	$1.34M	Sell	14,699 -184	-1%	-$16.9K	0.29%	77
2025 Q1	$1.36M	Sell	14,883 -1,339	-8%	-$123K	0.33%	65
2024 Q4	$1.48M	Buy	16,222 +786	+5%	+$72K	0.2%	86
2024 Q3	$1.42M	Sell	15,436 -1,941	-11%	-$178K	0.23%	80
2024 Q2	$1.59M	Buy	+17,377	New	+$1.59M	0.2%	105
2024 Q1	–	Sell	-21,324	Closed	-$1.95M	–	591
2023 Q4	$1.95M	Buy	21,324 +3,686	+21%	+$338K	0.33%	60
2023 Q3	$1.62M	Buy	17,638 +5,506	+45%	+$505K	0.48%	40
2023 Q2	$1.11M	Buy	+12,132	New	+$1.11M	0.18%	110

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ORG Partners's BIL Position: Q4 2025 in Review

ORG Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q4 2025, selling an estimated $230K and leaving 8,720 shares worth $797K. The position accounts for 0.14% of the portfolio, ranked #142.

ORG Partners first reported a position in BIL in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q4 2023. 1,236 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

ORG Partners held 8,720 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $797K as of Q4 2025.
ORG Partners sold 2,514 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $230K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.14% of ORG Partners's portfolio in Q4 2025, its #142 holding.
ORG Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.95M in Q4 2023.
1,236 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.