Shufro Rose & Co’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Shufro Rose & Co’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
2024 Q4	–	Sell	-153,296	Closed	-$14.1M	–	301
2024 Q3	$14.1M	Hold	153,296	–	–	1.14%	23
2024 Q2	$14.1M	Buy	153,296 +18,802	+14%	+$1.72M	1.14%	23
2024 Q1	$12.3M	Buy	134,494 +6,999	+5%	+$641K	1.02%	27
2023 Q4	$11.7M	Sell	127,495 -821	-0.6%	-$75.2K	1.11%	25
2023 Q3	$11.8M	Buy	128,316 +4,109	+3%	+$377K	1.11%	26
2023 Q2	$11.4M	Buy	124,207 +9,139	+8%	+$837K	1.04%	28
2023 Q1	$10.6M	Buy	+115,068	New	+$10.5M	0.98%	30
2022 Q1	–	Sell	-2,405	Closed	-$220K	–	342
2021 Q4	$220K	Hold	2,405	–	–	0.02%	271
2021 Q3	$220K	Sell	2,405 -3	-0.1%	-$274	0.02%	257
2021 Q2	$220K	Sell	2,408 -762	-24%	-$69.7K	0.02%	255
2021 Q1	$290K	Buy	+3,170	New	+$290K	0.02%	222

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

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

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

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

CWP

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

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

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

Shufro Rose & Co's BIL Position: Q4 2024 in Review

Shufro Rose & Co sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 153,296 shares — an estimated $14.1M sold.

Shufro Rose & Co first reported a position in BIL in Q1 2021 and held it in 11 quarters. The position peaked at $14.1M in Q3 2024. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Shufro Rose & Co reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Shufro Rose & Co sold 153,296 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $14.1M.
Shufro Rose & Co first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and held it in 11 quarters.
Shufro Rose & Co's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $14.1M in Q3 2024.
1,125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Shufro Rose & Co's 13F filing for Q4 2024, filed 25 Feb 2025.