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

Financial Enhancement 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
-126,476
Closed -$11.6M – 119
2024
Q2 		$11.6M Buy
+126,476
New +$11.6M 1.86% 15

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial Enhancement Group's BIL Position: Q3 2024 in Review

Financial Enhancement Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 126,476 shares — an estimated $11.6M sold.

Financial Enhancement Group first reported a position in BIL in Q2 2024 and held it in 1 quarter. The position peaked at $11.6M in Q2 2024. 1,043 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

  • Financial Enhancement 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.
  • Financial Enhancement Group sold 126,476 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $11.6M.
  • Financial Enhancement Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 1 quarter.
  • Financial Enhancement Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.6M in Q2 2024.
  • 1,043 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Financial Enhancement Group's 13F filing for Q3 2024, filed 31 Oct 2024.