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Annapolis Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$5.88K Hold
64
– – ﹤0.01% 316
2024
Q2 		$5.87K Sell
64
-100
-61% -$9.16K ﹤0.01% 302
2024
Q1 		$15.1K Sell
164
-58
-26% -$5.31K 0.01% 241
2023
Q4 		$20.3K Hold
222
– – 0.01% 276
2023
Q3 		$20.4K Hold
222
– – 0.01% 264
2023
Q2 		$20.4K Buy
+222
New +$20.3K 0.01% 263

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Annapolis Financial Services's BIL Position: Q3 2024 in Review

Annapolis Financial Services held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q3 2024 at 64 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Annapolis Financial Services first reported a position in BIL in Q2 2023 and has held it in 6 quarters since. The position peaked at $20.4K in Q3 2023. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

  • Annapolis Financial Services held 64 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.88K as of Q3 2024.
  • Annapolis Financial Services left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q3 2024.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #316 holding.
  • Annapolis Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 6 quarters since.
  • Annapolis Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $20.4K in Q3 2023.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.