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Checchi Capital Advisers’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Checchi Capital Advisers’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
2025
Q1 		– Sell
-2,445
Closed -$242K – 584
2024
Q4 		$242K Buy
+2,445
New +$243K 0.01% 496

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Checchi Capital Advisers's BILS Position: Q1 2025 in Review

Checchi Capital Advisers sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2025, closing a stake of 2,445 shares — an estimated $242K sold.

Checchi Capital Advisers first reported a position in BILS in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2025.

  • Checchi Capital Advisers reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,445 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2025, an estimated $242K.
  • Checchi Capital Advisers first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
  • Checchi Capital Advisers's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $242K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2025.

Based on Checchi Capital Advisers's 13F filing for Q1 2025, filed 29 Apr 2025.