FinTrust Capital Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

FinTrust Capital Advisors’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	$1.91M	Sell	20,843 -465	-2%	-$42.6K	0.32%	69
2024 Q2	$1.96M	Buy	21,308 +5,191	+32%	+$476K	0.36%	60
2024 Q1	$1.48M	Buy	16,117 +10,116	+169%	+$927K	0.29%	71
2023 Q4	$548K	Buy	6,001 +197	+3%	+$18K	0.11%	162
2023 Q3	$533K	Buy	5,804 +4,643	+400%	+$425K	0.12%	155
2023 Q2	$106K	Hold	1,161	–	–	0.03%	338
2023 Q1	$106K	Hold	1,161	–	–	0.03%	336
2022 Q4	$106K	Sell	1,161 -19	-2%	-$1.74K	0.03%	336
2022 Q3	$108K	Buy	+1,180	New	+$108K	0.03%	359
2021 Q4	–	Sell	-2,335	Closed	-$214K	–	1189
2021 Q3	$214K	Sell	2,335 -1,451	-38%	-$133K	0.06%	260
2021 Q2	$346K	Buy	3,786 +15	+0.4%	+$1.37K	0.09%	196
2021 Q1	$345K	Hold	3,771	–	–	0.1%	179
2020 Q4	$345K	Sell	3,771 -2,455	-39%	-$225K	0.11%	161
2020 Q3	$570	Buy	6,226 +932	+18%	+$85.3K	0.11%	100
2020 Q2	$485K	Buy	+5,294	New	+$485K	0.19%	100

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 $74.2B AUM 21.09% 1-Year Est. Return

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

FinTrust Capital Advisors's BIL Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.2% in Q3 2024, selling an estimated $42.6K and leaving 20,843 shares worth $1.91M. The position accounts for 0.32% of the portfolio, ranked #69.

FinTrust Capital Advisors first reported a position in BIL in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.96M in Q2 2024. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

FinTrust Capital Advisors held 20,843 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.91M as of Q3 2024.
FinTrust Capital Advisors sold 465 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $42.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.32% of FinTrust Capital Advisors's portfolio in Q3 2024, its #69 holding.
FinTrust Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 15 quarters since.
FinTrust Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.96M in Q2 2024.
1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.