Sheaff Brock Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$1.49M	Buy	16,238 +3,879	+31%	+$355K	0.14%	134
2024 Q4	$1.13M	Buy	12,359 +4,300	+53%	+$394K	0.1%	156
2024 Q3	$740K	Hold	8,059	–	–	0.06%	205
2024 Q2	$740K	Sell	8,059 -2,384	-23%	-$218K	0.07%	198
2024 Q1	$959K	Hold	10,443	–	–	0.06%	194
2023 Q4	$954K	Sell	10,443 -4,864	-32%	-$445K	0.07%	182
2023 Q3	$1.41M	Sell	15,307 -979	-6%	-$89.7K	0.13%	124
2023 Q2	$1.5M	Buy	16,286 +616	+4%	+$56.4K	0.13%	122
2023 Q1	$1.44M	Buy	15,670 +2,140	+16%	+$196K	0.13%	126
2022 Q4	$1.24M	Buy	13,530 +3,830	+39%	+$350K	0.12%	133
2022 Q3	$889K	Buy	9,700 +6,500	+203%	+$595K	0.1%	164
2022 Q2	$293K	Buy	+3,200	New	+$293K	0.02%	343
2021 Q1	–	Sell	-4,000	Closed	-$366K	–	505
2020 Q4	$366K	Sell	4,000 -3,500	-47%	-$320K	0.03%	293
2020 Q3	$686K	Hold	7,500	–	–	0.06%	182
2020 Q2	$686K	Hold	7,500	–	–	0.07%	186
2020 Q1	$687K	Sell	7,500 -1,000	-12%	-$91.5K	0.09%	138
2019 Q4	$777K	Hold	8,500	–	–	0.08%	184
2019 Q3	$779K	Buy	+8,500	New	+$778K	0.08%	175

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sheaff Brock Investment Advisors's BIL Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 31% in Q1 2025, buying an estimated $355K and bringing the position to 16,238 shares worth $1.49M. The position accounts for 0.14% of the portfolio, ranked #134.

Sheaff Brock Investment Advisors first reported a position in BIL in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.5M in Q2 2023. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Sheaff Brock Investment Advisors held 16,238 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.49M as of Q1 2025.
Sheaff Brock Investment Advisors bought 3,879 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $355K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.14% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #134 holding.
Sheaff Brock Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 18 quarters since.
Sheaff Brock Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.5M in Q2 2023.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.