Cetera Advisor Networks’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Cetera Advisor Networks’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$7.13M	Sell	71,709 -41,660	-37%	-$4.14M	0.04%	489
2023 Q4	$11.2M	Sell	113,369 -19,668	-15%	-$1.95M	0.06%	317
2023 Q3	$13.2M	Buy	133,037 +37,226	+39%	+$3.69M	0.08%	249
2023 Q2	$9.53M	Buy	95,811 +34,313	+56%	+$3.41M	0.07%	305
2023 Q1	$6.13M	Buy	61,498 +26,759	+77%	+$2.66M	0.05%	408
2022 Q4	$3.45M	Buy	34,739 +102	+0.3%	+$10.1K	0.03%	590
2022 Q3	$3.45M	Buy	+34,637	New	+$3.45M	0.04%	415

Other funds holding BILS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Advisor Networks's BILS Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 37% in Q1 2024, selling an estimated $4.14M and leaving 71,709 shares worth $7.13M. The position accounts for 0.04% of the portfolio, ranked #489.

Cetera Advisor Networks first reported a position in BILS in Q3 2022 and has held it in 7 quarters since. The position peaked at $13.2M in Q3 2023. 244 funds tracked by Wall St. Rank hold BILS as of Q1 2024.

Cetera Advisor Networks held 71,709 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $7.13M as of Q1 2024.
Cetera Advisor Networks sold 41,660 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2024, an estimated $4.14M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #489 holding.
Cetera Advisor Networks first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2022 and has held it in 7 quarters since.
Cetera Advisor Networks's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $13.2M in Q3 2023.
244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.