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

Cetera Advisors’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	$6.28M	Buy	63,137 +42,831	+211%	+$4.25M	0.05%	381
2023 Q4	$2.01M	Buy	20,306 +9,561	+89%	+$949K	0.03%	504
2023 Q3	$1.07M	Buy	10,745 +3,445	+47%	+$342K	0.02%	701
2023 Q2	$726K	Buy	+7,300	New	+$725K	0.01%	860

Other funds holding BILS

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

NWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

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

Cetera Advisors's BILS Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 211% in Q1 2024, buying an estimated $4.25M and bringing the position to 63,137 shares worth $6.28M. The position accounts for 0.05% of the portfolio, ranked #381.

Cetera Advisors first reported a position in BILS in Q2 2023 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold BILS as of Q1 2024.

Cetera Advisors held 63,137 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $6.28M as of Q1 2024.
Cetera Advisors bought 42,831 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2024, an estimated $4.25M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #381 holding.
Cetera Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and has held it in 4 quarters since.
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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.