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

Clarus Group’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 Q3	–	Sell	-4,111	Closed	-$377K	–	114
2024 Q2	$377K	Sell	4,111 -625	-13%	-$57.3K	0.17%	74
2024 Q1	$435K	Sell	4,736 -140	-3%	-$12.8K	0.3%	57
2023 Q4	$446K	Sell	4,876 -1,257	-20%	-$115K	0.34%	53
2023 Q3	$563K	Buy	6,133 +1,513	+33%	+$139K	0.41%	49
2023 Q2	$424K	Buy	+4,620	New	+$423K	0.31%	55

Other funds holding BIL

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clarus Group's BIL Position: Q3 2024 in Review

Clarus Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 4,111 shares — an estimated $377K sold.

Clarus Group first reported a position in BIL in Q2 2023 and held it in 5 quarters. The position peaked at $563K in Q3 2023. 1,041 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

Clarus Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
Clarus Group sold 4,111 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $377K.
Clarus Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 5 quarters.
Clarus Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $563K in Q3 2023.
1,041 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Clarus Group's 13F filing for Q3 2024, filed 21 Oct 2024.