Running Point Capital Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$18.6M Sell
187,920
-30,893
-14% -$3.07M 5.08% 5
2025
Q3
$21.8M Sell
218,813
-36,300
-14% -$3.61M 5.83% 3
2025
Q2
$25.4M Buy
255,113
+119,630
+88% +$11.9M 7% 2
2025
Q1
$13.5M Buy
135,483
+74,115
+121% +$7.36M 4.28% 5
2024
Q4
$6.08M Sell
61,368
-5,021
-8% -$498K 2.08% 13
2024
Q3
$6.61M Buy
66,389
+28,922
+77% +$2.87M 2.55% 12
2024
Q2
$3.72M Buy
37,467
+5,687
+18% +$564K 1.54% 21
2024
Q1
$3.16M Buy
31,780
+25,266
+388% +$2.51M 1.41% 22
2023
Q4
$646K Buy
+6,514
New +$646K 0.32% 50

Other funds holding BILS

Running Point Capital Advisors's BILS Position: Q4 2025 in Review

Running Point Capital Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 14% in Q4 2025, selling an estimated $3.07M and leaving 187,920 shares worth $18.6M. The position accounts for 5.08% of the portfolio, ranked #5.

Running Point Capital Advisors first reported a position in BILS in Q4 2023 and has held it in 9 quarters since. The position peaked at $25.4M in Q2 2025. 270 funds tracked by Wall St. Rank hold BILS as of Q4 2025.

  • Running Point Capital Advisors held 187,920 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $18.6M as of Q4 2025.
  • Running Point Capital Advisors sold 30,893 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2025, an estimated $3.07M.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 5.08% of Running Point Capital Advisors's portfolio in Q4 2025, its #5 holding.
  • Running Point Capital Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and has held it in 9 quarters since.
  • Running Point Capital Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $25.4M in Q2 2025.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.