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

Cetera 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	$117M	Buy	1,272,514 +777,744	+157%	+$71.2M	0.92%	10
2023 Q4	$45.2M	Buy	494,770 +378,883	+327%	+$34.7M	0.63%	28
2023 Q3	$10.6M	Buy	115,887 +22,610	+24%	+$2.07M	0.17%	136
2023 Q2	$8.56M	Sell	93,277 -288,635	-76%	-$26.4M	0.14%	159
2023 Q1	$35.1M	Buy	381,912 +107,438	+39%	+$9.84M	0.58%	32
2022 Q4	$25.1M	Buy	274,474 +117,058	+74%	+$10.7M	0.46%	43
2022 Q3	$14.4M	Buy	157,416 +5,522	+4%	+$505K	0.38%	49
2022 Q2	$13.9M	Buy	151,894 +3,862	+3%	+$353K	0.32%	67
2022 Q1	$13.5M	Sell	148,032 -3,578	-2%	-$327K	0.27%	80
2021 Q4	$13.9M	Buy	151,610 +4,417	+3%	+$404K	0.28%	74
2021 Q3	$13.5M	Buy	147,193 +8,514	+6%	+$779K	0.26%	76
2021 Q2	$12.7M	Buy	138,679 +7,595	+6%	+$695K	0.3%	69
2021 Q1	$12M	Buy	131,084 +119,834	+1,065%	+$11M	0.33%	65
2020 Q4	$1.03M	Sell	11,250 -16,945	-60%	-$1.55M	0.03%	411
2020 Q3	$2.58M	Buy	28,195 +1,515	+6%	+$139K	0.1%	196
2020 Q2	$2.44M	Buy	26,680 +4,605	+21%	+$422K	0.1%	194
2020 Q1	$2M	Buy	22,075 +5,430	+33%	+$497K	0.11%	195
2019 Q4	$1.52M	Buy	16,645 +2,847	+21%	+$260K	0.06%	281
2019 Q3	$1.26M	Sell	13,798 -7,707	-36%	-$705K	0.06%	310
2019 Q2	$1.97M	Buy	21,505 +18,827	+703%	+$1.72M	0.09%	220
2019 Q1	$246K	Buy	+2,678	New	+$245K	0.01%	701

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors's BIL Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 157% in Q1 2024, buying an estimated $71.2M and bringing the position to 1,272,514 shares worth $117M. The position accounts for 0.92% of the portfolio, ranked #10.

Cetera Advisors first reported a position in BIL in Q1 2019 and has held it in 21 quarters since. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Cetera Advisors held 1,272,514 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $117M as of Q1 2024.
Cetera Advisors bought 777,744 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $71.2M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.92% of Cetera Advisors's portfolio in Q1 2024, its #10 holding.
Cetera Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and has held it in 21 quarters since.
966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

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