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

Ridgeline Wealth’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
-16,412
Closed -$1.51M – 49
2025
Q1 		$1.51M Sell
16,412
-26,676
-62% -$2.44M 1.28% 15
2024
Q4 		$3.94M Buy
+43,088
New +$3.95M 3.21% 10

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
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

Ridgeline Wealth's BIL Position: Q2 2025 in Review

Ridgeline Wealth sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 16,412 shares — an estimated $1.51M sold.

Ridgeline Wealth first reported a position in BIL in Q4 2024 and held it in 2 quarters. The position peaked at $3.94M in Q4 2024. 1,177 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

  • Ridgeline Wealth reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Ridgeline Wealth sold 16,412 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $1.51M.
  • Ridgeline Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 2 quarters.
  • Ridgeline Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.94M in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Ridgeline Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.