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Running Point Capital Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Running Point Capital 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 		$38.6M Sell
422,689
-142,753
-25% -$13.1M 10.53% 1
2025
Q3 		$51.9M Sell
565,442
-100,601
-15% -$9.22M 13.9% 1
2025
Q2 		$61.1M Buy
666,043
+137,211
+26% +$12.6M 16.86% 1
2025
Q1 		$48.5M Sell
528,832
-4,490
-0.8% -$411K 15.4% 1
2024
Q4 		$48.8M Buy
533,322
+274,412
+106% +$25.1M 16.7% 1
2024
Q3 		$23.8M Buy
258,910
+34,407
+15% +$3.15M 9.19% 1
2024
Q2 		$20.6M Buy
224,503
+107,134
+91% +$9.81M 8.52% 2
2024
Q1 		$10.8M Buy
117,369
+4,426
+4% +$405K 4.82% 5
2023
Q4 		$10.3M Buy
+112,943
New +$10.3M 5.04% 3

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return