Form 13-F position report

SPDR BLOOMBERG 1-3 MONTH T-BIL

Reported by Innova Wealth Partners

BIL CUSIP 78468R663 Manager CIK 0001888831

Reported 33,614 shares, up 11,031 (48.8%) from the prior quarter.

Reported value 49.3%; share count 48.8% vs. the prior quarter.

Added
% of reported 13F value 1.91% This manager · Q1 2025
Shares 33,614 Quarter-end amount reported
Reported value $3,083,373 Fair value at quarter end
Consecutive quarters held 2 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-12-31 2064764
2025-03-31 3083373
2025-06-30 0
2025-12-31 366491
2026-03-31 2078325
2026-06-30 343136
2026-09-30 400307

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarterly reported position history for SPDR BLOOMBERG 1-3 MONTH T-BIL held by Innova Wealth Partners.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 4,368 +624 (16.7%) 0.16% $400,307 2026-10-20
Q2 2026 Reduced 3,744 -18,935 (-83.5%) 0.14% $343,136 2026-07-15
Q1 2026 Added 22,679 +18,668 (465.4%) 0.98% $2,078,325 2026-04-24
Q4 2025 New 4,011 +4,011 (0.0%) 0.18% $366,491 2026-01-07
Q2 2025 Reduced 0 -33,614 (-100.0%) 0 $0 2025-07-28
Q1 2025 Added 33,614 +11,031 (48.8%) 1.91% $3,083,373 2025-05-06
Q4 2024 New 22,583 +22,583 (0.0%) 1.3% $2,064,764 2025-01-08

Who else reported the position

1266 managers reported SPDR BLOOMBERG 1-3 MONTH T-BIL for Q1 2025.

Managers reporting SPDR BLOOMBERG 1-3 MONTH T-BIL in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
MORGAN STANLEY Added 21,644,765 +2,246,904 0.14% $1,985,474,419 30 qtrs
Bank of America Corporation Reduced 15,505,913 -845,577 0.11% $1,422,357,426 30 qtrs
LPL Financial LLC Added 12,500,373 +1,006,657 0.45% $1,146,659,169 30 qtrs
ASSETMARK INC Added 7,284,971 +6,286,127 1.84% $668,250,361 30 qtrs
ROYAL BANK OF CANADA Added 6,888,377 +1,244,235 0.13% $631,871,000 30 qtrs
WELLS FARGO & COMPANY MN Added 6,802,995 +691,855 0.14% $624,038,753 30 qtrs
UBS Group AG Added 6,758,773 +240,819 0.11% $619,982,248 30 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 6,538,272 +584,042 0.19% $599,755,675 30 qtrs
STIFEL FINANCIAL CORP Added 5,481,026 +475,823 0.53% $502,774,513 30 qtrs
Capital Wealth Planning LLC Added 5,419,049 +318,664 4.31% $497,089,323 10 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 06, 2025
Filing type
13F-HR
Position type
BLOOMBERG 1-3 MO

Voting authority reported

Sole
0
Shared
0
None
33,614

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.