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Baltimore-Washington Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Baltimore-Washington Financial Advisors’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
Q1 		– Sell
-2,831
Closed -$259K – 131
2023
Q4 		$259K Buy
2,831
+102
+4% +$9.34K 0.02% 128
2023
Q3 		$251K Buy
+2,729
New +$250K 0.02% 129

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baltimore-Washington Financial Advisors's BIL Position: Q1 2024 in Review

Baltimore-Washington Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 2,831 shares — an estimated $259K sold.

Baltimore-Washington Financial Advisors first reported a position in BIL in Q3 2023 and held it in 2 quarters. The position peaked at $259K in Q4 2023. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

  • Baltimore-Washington Financial Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2,831 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $259K.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $259K in Q4 2023.
  • 966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.