Cary Street Partners Investment Advisory’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
2024
Q4
Sell
-2,770
Closed -$276K 527
2024
Q3
$276K Sell
2,770
-754
-21% -$74.9K 0.01% 642
2024
Q2
$350K Hold
3,524
0.01% 548
2024
Q1
$350K Sell
3,524
-700
-17% -$69.5K 0.01% 526
2023
Q4
$419K Sell
4,224
-4,203
-50% -$417K 0.02% 450
2023
Q3
$838K Sell
8,427
-1,537
-15% -$153K 0.05% 323
2023
Q2
$991K Buy
+9,964
New +$989K 0.06% 254

Other funds holding BILS

Cary Street Partners Investment Advisory's BILS Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2024, closing a stake of 2,770 shares — an estimated $276K sold.

Cary Street Partners Investment Advisory first reported a position in BILS in Q2 2023 and held it in 6 quarters. The position peaked at $991K in Q2 2023. 263 funds tracked by Wall St. Rank hold BILS as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,770 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2024, an estimated $276K.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 6 quarters.
  • Cary Street Partners Investment Advisory's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $991K in Q2 2023.
  • 263 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.