Stifel Financial
BILS icon

Stifel Financial’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Stifel Financial’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
2026
Q1 		$8.88M Buy
89,273
+3,810
+4% +$378K 0.01% 1023
2025
Q4 		$8.48M Buy
85,463
+18,602
+28% +$1.85M 0.01% 1040
2025
Q3 		$6.65M Buy
66,861
+5,820
+10% +$578K 0.01% 1152
2025
Q2 		$6.07M Buy
61,041
+11,791
+24% +$1.17M 0.01% 1143
2025
Q1 		$4.9M Buy
49,250
+25,898
+111% +$2.57M 0.01% 1203
2024
Q4 		$2.32M Buy
23,352
+5,398
+30% +$536K ﹤0.01% 1669
2024
Q3 		$1.79M Buy
17,954
+4,650
+35% +$462K ﹤0.01% 1848
2024
Q2 		$1.32M Buy
13,304
+2,137
+19% +$212K ﹤0.01% 1990
2024
Q1 		$1.11M Sell
11,167
-3,476
-24% -$345K ﹤0.01% 2125
2023
Q4 		$1.45M Buy
14,643
+8,939
+157% +$887K ﹤0.01% 1892
2023
Q3 		$567K Sell
5,704
-2,029
-26% -$201K ﹤0.01% 2428
2023
Q2 		$769K Buy
+7,733
New +$768K ﹤0.01% 2246

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MIM
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Osaic Holdings
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BB
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SIG
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return