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

Outlook 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 Q4	–	Sell	-3,435	Closed	-$315K	–	300
2025 Q3	$315K	Buy	+3,435	New	+$315K	0.08%	219
2025 Q2	–	Sell	-4,526	Closed	-$415K	–	272
2025 Q1	$415K	Sell	4,526 -2,936	-39%	-$269K	0.12%	165
2024 Q4	$682K	Buy	7,462 +955	+15%	+$87.5K	0.2%	105
2024 Q3	$597K	Buy	6,507 +2,007	+45%	+$184K	0.17%	119
2024 Q2	$552K	Sell	4,500 -2,013	-31%	-$184K	0.17%	122
2024 Q1	$598K	Sell	6,513 -2,445	-27%	-$224K	0.18%	117
2023 Q4	$819K	Sell	8,958 -18,560	-67%	-$1.7M	0.29%	72
2023 Q3	$2.53M	Sell	27,518 -19,977	-42%	-$1.83M	0.96%	26
2023 Q2	$4.36M	Buy	47,495 +1,274	+3%	+$117K	1.65%	16
2023 Q1	$4.24M	Buy	46,221 +4,920	+12%	+$451K	1.89%	10
2022 Q4	$3.78M	Buy	+41,301	New	+$3.78M	1.79%	11
2020 Q3	–	Sell	-22,274	Closed	-$2.04M	–	166
2020 Q2	$2.04M	Buy	+22,274	New	+$2.04M	0.86%	29

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Outlook Wealth Advisors's BIL Position: Q4 2025 in Review

Outlook Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 3,435 shares — an estimated $315K sold.

Outlook Wealth Advisors first reported a position in BIL in Q2 2020 and held it in 12 quarters. The position peaked at $4.36M in Q2 2023. 1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

Outlook Wealth 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.
Outlook Wealth Advisors sold 3,435 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $315K.
Outlook Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and held it in 12 quarters.
Outlook Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.36M in Q2 2023.
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 Outlook Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.