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Orion Portfolio Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Orion Portfolio Solutions’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 		$5.4M Sell
58,824
-24,354
-29% -$2.23M 0.05% 329
2024
Q4 		$7.6M Sell
83,178
-114,682
-58% -$10.5M 0.08% 236
2024
Q3 		$18.2M Sell
197,860
-328,540
-62% -$30.1M 0.18% 112
2024
Q2 		$48.3M Buy
526,400
+133,409
+34% +$12.2M 0.51% 30
2024
Q1 		$36.1M Sell
392,991
-80,325
-17% -$7.36M 0.39% 41
2023
Q4 		$43.3M Buy
473,316
+334,539
+241% +$30.6M 0.5% 31
2023
Q3 		$12.7M Buy
138,777
+46,696
+51% +$4.28M 0.15% 140
2023
Q2 		$8.45M Sell
92,081
-388,217
-81% -$35.6M 0.09% 220
2023
Q1 		$44.1M Buy
480,298
+349,019
+266% +$32M 0.54% 29
2022
Q4 		$12M Buy
131,279
+58,357
+80% +$5.34M 0.42% 34
2022
Q3 		$6.68M Sell
72,922
-15,845
-18% -$1.45M 0.26% 58
2022
Q2 		$8.12M Buy
88,767
+51,309
+137% +$4.69M 0.33% 48
2022
Q1 		$3.42M Buy
+37,458
New +$3.42M 0.12% 116
2020
Q4 		– Sell
-13,168
Closed -$1.21M – 497
2020
Q3 		$1.21M Sell
13,168
-580
-4% -$53.1K 0.06% 161
2020
Q2 		$1.26M Sell
13,748
-7,889
-36% -$722K 0.07% 134
2020
Q1 		$1.98M Sell
21,637
-6,849
-24% -$627K 0.14% 83
2019
Q4 		$2.6M Buy
+28,486
New +$2.61M 0.2% 76

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

Orion Portfolio Solutions's BIL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 29% in Q1 2025, selling an estimated $2.23M and leaving 58,824 shares worth $5.4M. The position accounts for 0.05% of the portfolio, ranked #329.

Orion Portfolio Solutions first reported a position in BIL in Q4 2019 and has held it in 17 quarters since. The position peaked at $48.3M in Q2 2024. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • Orion Portfolio Solutions held 58,824 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.4M as of Q1 2025.
  • Orion Portfolio Solutions sold 24,354 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $2.23M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #329 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $48.3M in Q2 2024.
  • 1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.