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Straight Path Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Straight Path Wealth 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
Q1 		– Sell
-4,694
Closed -$429K – 110
2024
Q4 		$429K Buy
+4,694
New +$430K 0.17% 61
2023
Q2 		– Sell
-2,345
Closed -$215K – 79
2023
Q1 		$215K Buy
+2,345
New +$215K 0.17% 64

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Straight Path Wealth Management's BIL Position: Q1 2025 in Review

Straight Path Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 4,694 shares — an estimated $429K sold.

Straight Path Wealth Management first reported a position in BIL in Q1 2023 and held it in 2 quarters. The position peaked at $429K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • Straight Path Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Straight Path Wealth Management sold 4,694 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $429K.
  • Straight Path Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 2 quarters.
  • Straight Path Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $429K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Straight Path Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.