Beacon Pointe Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,693
Closed -$267K 1220
2024
Q4
$267K Buy
2,693
+95
+4% +$9.43K ﹤0.01% 1049
2024
Q3
$259K Buy
2,598
+368
+17% +$36.5K ﹤0.01% 1079
2024
Q2
$222K Hold
2,230
﹤0.01% 1162
2024
Q1
$222K Sell
2,230
-2,441
-52% -$242K ﹤0.01% 1222
2023
Q4
$463K Buy
+4,671
New +$463K 0.01% 927

Other funds holding BILS

Beacon Pointe Advisors's BILS Position: Q1 2025 in Review

Beacon Pointe Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2025, closing a stake of 2,693 shares — an estimated $267K sold.

Beacon Pointe Advisors first reported a position in BILS in Q4 2023 and held it in 5 quarters. The position peaked at $463K in Q4 2023. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2025.

  • Beacon Pointe Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,693 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2025, an estimated $267K.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and held it in 5 quarters.
  • Beacon Pointe Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $463K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2025.

Based on Beacon Pointe Advisors's 13F filing for Q1 2025, filed 13 May 2025.