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

Petredis Investment 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 Q2	–	Sell	-9,181	Closed	-$842K	–	104
2025 Q1	$842K	Buy	+9,181	New	+$841K	0.09%	91
2024 Q4	–	Sell	-8,405	Closed	-$772K	–	99
2024 Q3	$772K	Sell	8,405 -75	-0.9%	-$6.87K	0.08%	90
2024 Q2	$778K	Sell	8,480 -34	-0.4%	-$3.12K	0.09%	92
2024 Q1	$782K	Sell	8,514 -68,301	-89%	-$6.26M	0.09%	91
2023 Q4	$7.02M	Sell	76,815 -47,818	-38%	-$4.38M	0.92%	26
2023 Q3	$11.4M	Sell	124,633 -43,286	-26%	-$3.97M	1.63%	14
2023 Q2	$15.4M	Buy	167,919 +15,641	+10%	+$1.43M	2.12%	12
2023 Q1	$14M	Buy	152,278 +17,189	+13%	+$1.57M	2.18%	11
2022 Q4	$12.4M	Buy	+135,089	New	+$12.4M	2.24%	11

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Petredis Investment Advisors's BIL Position: Q2 2025 in Review

Petredis Investment Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 9,181 shares — an estimated $842K sold.

Petredis Investment Advisors first reported a position in BIL in Q4 2022 and held it in 9 quarters. The position peaked at $15.4M in Q2 2023. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Petredis Investment Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Petredis Investment Advisors sold 9,181 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $842K.
Petredis Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 9 quarters.
Petredis Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $15.4M in Q2 2023.
1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Petredis Investment Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.