B&D White Capital Company’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

B&D White Capital Company’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 Q4	–	Sell	-145,788	Closed	-$13.4M	–	70
2024 Q3	$13.4M	Buy	145,788 +143,500	+6,272%	+$13.1M	2.31%	9
2024 Q2	$210K	Hold	2,288	–	–	0.04%	43
2024 Q1	$210K	Hold	2,288	–	–	0.05%	55
2023 Q4	$209K	Hold	2,288	–	–	0.07%	57
2023 Q3	$210K	Sell	2,288 -50	-2%	-$4.58K	0.08%	61
2023 Q2	$215K	Buy	+2,338	New	+$214K	0.07%	58

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

B&D White Capital Company's BIL Position: Q4 2024 in Review

B&D White Capital Company sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 145,788 shares — an estimated $13.4M sold.

B&D White Capital Company first reported a position in BIL in Q2 2023 and held it in 6 quarters. The position peaked at $13.4M in Q3 2024. 1,126 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

B&D White Capital Company reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
B&D White Capital Company sold 145,788 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $13.4M.
B&D White Capital Company first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 6 quarters.
B&D White Capital Company's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $13.4M in Q3 2024.
1,126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on B&D White Capital Company's 13F filing for Q4 2024, filed 4 Feb 2025.