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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,450
Closed -$500K 313
2023
Q2
$500K Hold
5,450
0.03% 243
2023
Q1
$500K Buy
+5,450
New +$499K 0.03% 240

Other funds holding BIL

Bragg Financial Advisors's BIL Position: Q3 2023 in Review

Bragg Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2023, closing a stake of 5,450 shares — an estimated $500K sold.

Bragg Financial Advisors first reported a position in BIL in Q1 2023 and held it in 2 quarters. The position peaked at $500K in Q2 2023. 865 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

  • Bragg Financial Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
  • Bragg Financial Advisors sold 5,450 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $500K.
  • Bragg Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 2 quarters.
  • Bragg Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $500K in Q2 2023.
  • 865 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on Bragg Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.