Congress Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Congress Asset Management’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
2022 Q2	–	Sell	-4,350	Closed	-$398K	–	368
2022 Q1	$398K	Sell	4,350 -1,070	-20%	-$97.8K	﹤0.01%	342
2021 Q4	$496K	Sell	5,420 -320	-6%	-$29.3K	﹤0.01%	341
2021 Q3	$525K	Hold	5,740	–	–	﹤0.01%	322
2021 Q2	$525K	Sell	5,740 -145	-2%	-$13.3K	﹤0.01%	324
2021 Q1	$538K	Hold	5,885	–	–	﹤0.01%	319
2020 Q4	$539K	Buy	5,885 +25	+0.4%	+$2.29K	0.01%	311
2020 Q3	$536K	Buy	5,860 +1,040	+22%	+$95.2K	0.01%	289
2020 Q2	$441K	Buy	+4,820	New	+$441K	0.01%	287

Other funds holding BIL

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Congress Asset Management's BIL Position: Q2 2022 in Review

Congress Asset Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2022, closing a stake of 4,350 shares — an estimated $398K sold.

Congress Asset Management first reported a position in BIL in Q2 2020 and held it in 8 quarters. The position peaked at $539K in Q4 2020. 506 funds tracked by Wall St. Rank hold BIL as of Q2 2022.

Congress Asset Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2022 after selling out during the quarter.
Congress Asset Management sold 4,350 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2022, an estimated $398K.
Congress Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and held it in 8 quarters.
Congress Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $539K in Q4 2020.
506 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2022.

Based on Congress Asset Management's 13F filing for Q2 2022, filed 2 Aug 2022.