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Summit X LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Summit X LLC’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
Q3 		– Sell
-24,699
Closed -$2.27M – 24
2025
Q2 		$2.27M Buy
24,699
+11,399
+86% +$1.04M 0.42% 45
2025
Q1 		$1.22M Buy
13,300
+4,404
+50% +$403K 0.26% 75
2024
Q4 		$813K Buy
8,896
+6,496
+271% +$595K 0.18% 89
2024
Q3 		$220K Sell
2,400
-2,210
-48% -$202K 0.05% 195
2024
Q2 		$423K Buy
+4,610
New +$422K 0.09% 137

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit X LLC's BIL Position: Q3 2025 in Review

Summit X LLC sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 24,699 shares — an estimated $2.27M sold.

Summit X LLC first reported a position in BIL in Q2 2024 and held it in 5 quarters. The position peaked at $2.27M in Q2 2025. 1,169 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

  • Summit X LLC reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 24,699 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $2.27M.
  • Summit X LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 5 quarters.
  • Summit X LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.27M in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.