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SeaBridge Investment Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

SeaBridge Investment Advisors’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
Q3 		– Sell
-49,727
Closed -$4.94M – 204
2025
Q2 		$4.94M Buy
49,727
+26,716
+116% +$2.65M 0.92% 28
2025
Q1 		$2.29M Buy
+23,011
New +$2.29M 0.49% 65

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SeaBridge Investment Advisors's BILS Position: Q3 2025 in Review

SeaBridge Investment Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2025, closing a stake of 49,727 shares — an estimated $4.94M sold.

SeaBridge Investment Advisors first reported a position in BILS in Q1 2025 and held it in 2 quarters. The position peaked at $4.94M in Q2 2025. 266 funds tracked by Wall St. Rank hold BILS as of Q3 2025.

  • SeaBridge Investment Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 49,727 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2025, an estimated $4.94M.
  • SeaBridge Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2025 and held it in 2 quarters.
  • SeaBridge Investment Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $4.94M in Q2 2025.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2025.

Based on SeaBridge Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.