Raymond James Financial’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Raymond James Financial’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
2026 Q2	$420M	Sell	4,581,240 -798,673	-15%	-$73.1M	0.11%	145
2026 Q1	$493M	Buy	5,379,913 +1,193,671	+29%	+$109M	0.15%	110
2025 Q4	$383M	Buy	4,186,242 +15,648	+0.4%	+$1.43M	0.12%	139
2025 Q3	$383M	Buy	4,170,594 +129,466	+3%	+$11.9M	0.12%	135
2025 Q2	$371M	Buy	4,041,128 +1,153,335	+40%	+$106M	0.13%	136
2025 Q1	$265M	Buy	2,887,793 +171,252	+6%	+$15.7M	0.1%	188
2024 Q4	$248M	Buy	+2,716,541	New	+$249M	0.09%	199

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Raymond James Financial's BIL Position: Q2 2026 in Review

Raymond James Financial reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q2 2026, selling an estimated $73.1M and leaving 4,581,240 shares worth $420M. The position accounts for 0.11% of the portfolio, ranked #145.

Raymond James Financial first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $493M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Raymond James Financial held 4,581,240 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $420M as of Q2 2026.
Raymond James Financial sold 798,673 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $73.1M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of Raymond James Financial's portfolio in Q2 2026, its #145 holding.
Raymond James Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $493M in Q1 2026.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.