Wambolt & Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$729K Buy
7,974
+3,018
+61% +$276K 0.25% 99
2025
Q1
$453K Buy
+4,956
New +$454K 0.15% 119

Other funds holding BIL

Wambolt & Associates's BIL Position: Q2 2025 in Review

Wambolt & Associates increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 61% in Q2 2025, buying an estimated $276K and bringing the position to 7,974 shares worth $729K. The position accounts for 0.25% of the portfolio, ranked #99.

Wambolt & Associates first reported a position in BIL in Q1 2025 and has held it in 2 quarters since. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

  • Wambolt & Associates held 7,974 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $729K as of Q2 2025.
  • Wambolt & Associates bought 3,018 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $276K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.25% of Wambolt & Associates's portfolio in Q2 2025, its #99 holding.
  • Wambolt & Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.