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Curi Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Curi Wealth Management’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 		– Sell
-44,388
Closed -$4.4M – 14
2023
Q4 		$4.4M Buy
44,388
+2,015
+5% +$200K 0.61% 43
2023
Q3 		$4.21M Hold
42,373
– – 0.65% 45
2023
Q2 		$4.21M Buy
+42,373
New +$4.21M 0.57% 45

Other funds holding BILS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Curi Wealth Management's BILS Position: Q1 2024 in Review

Curi Wealth Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2024, closing a stake of 44,388 shares — an estimated $4.4M sold.

Curi Wealth Management first reported a position in BILS in Q2 2023 and held it in 3 quarters. The position peaked at $4.4M in Q4 2023. 244 funds tracked by Wall St. Rank hold BILS as of Q1 2024.

  • Curi Wealth Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 44,388 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2024, an estimated $4.4M.
  • Curi Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 3 quarters.
  • Curi Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $4.4M in Q4 2023.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.