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Salomon & Ludwin’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Salomon & Ludwin’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,020
Closed -$300K – 1119
2025
Q1 		$300K Sell
3,020
-680
-18% -$67.5K 0.03% 126
2024
Q4 		$367K Hold
3,700
– – 0.04% 115
2024
Q3 		$368K Buy
+3,700
New +$367K 0.04% 120
2024
Q2 		– Sell
-1,813
Closed -$180K – 740
2024
Q1 		$180K Buy
+1,813
New +$180K 0.02% 195

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Salomon & Ludwin's BILS Position: Q2 2025 in Review

Salomon & Ludwin sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2025, closing a stake of 3,020 shares — an estimated $300K sold.

Salomon & Ludwin first reported a position in BILS in Q1 2024 and held it in 4 quarters. The position peaked at $368K in Q3 2024. 288 funds tracked by Wall St. Rank hold BILS as of Q2 2025.

  • Salomon & Ludwin reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 3,020 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2025, an estimated $300K.
  • Salomon & Ludwin first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and held it in 4 quarters.
  • Salomon & Ludwin's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $368K in Q3 2024.
  • 288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2025.

Based on Salomon & Ludwin's 13F filing for Q2 2025, filed 29 Jul 2025.