Saxony Capital Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Saxony Capital Management’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	–	Sell	-11,072	Closed	-$1.02M	–	162
2025 Q3	$1.02M	Sell	11,072 -4,391	-28%	-$402K	0.67%	36
2025 Q2	$1.42M	Sell	15,463 -1,218	-7%	-$112K	1.09%	32
2025 Q1	$1.53M	Buy	+16,681	New	+$1.53M	1.34%	25

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Saxony Capital Management's BIL Position: Q4 2025 in Review

Saxony Capital Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 11,072 shares — an estimated $1.02M sold.

Saxony Capital Management first reported a position in BIL in Q1 2025 and held it in 3 quarters. The position peaked at $1.53M in Q1 2025. 1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

Saxony Capital Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Saxony Capital Management sold 11,072 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $1.02M.
Saxony Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and held it in 3 quarters.
Saxony Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.53M in Q1 2025.
1,241 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Saxony Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.