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

Sather Financial Group’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	-3,727	Closed	-$342K	–	113
2025 Q1	$342K	Buy	+3,727	New	+$341K	0.02%	67
2019 Q3	–	Sell	-19,159	Closed	-$1.75M	–	60
2019 Q2	$1.75M	Buy	+19,159	New	+$1.75M	0.33%	31

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Sather Financial Group's BIL Position: Q2 2025 in Review

Sather Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 3,727 shares — an estimated $342K sold.

Sather Financial Group first reported a position in BIL in Q2 2019 and held it in 2 quarters. The position peaked at $1.75M in Q2 2019. 1,176 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Sather Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Sather Financial Group sold 3,727 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $342K.
Sather Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and held it in 2 quarters.
Sather Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.75M in Q2 2019.
1,176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Sather Financial Group's 13F filing for Q2 2025, filed 25 Jul 2025.