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

FirstPurpose Wealth’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 Q1	$858K	Buy	+9,373	New	+$859K	0.31%	60
2023 Q2	–	Sell	-2,906	Closed	-$267K	–	198
2023 Q1	$267K	Buy	2,906 +275	+10%	+$25.2K	0.13%	140
2022 Q4	$241K	Buy	+2,631	New	+$241K	0.13%	147

Other funds holding BIL

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

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

FirstPurpose Wealth's BIL Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024: 9,373 shares worth $858K. The stake represents 0.31% of the portfolio and ranks #60 among its holdings. This is a return to the name: FirstPurpose Wealth previously reported a position in BIL as recently as Q1 2023.

FirstPurpose Wealth first reported a position in BIL in Q4 2022 and has held it in 3 quarters since. 967 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

FirstPurpose Wealth held 9,373 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $858K as of Q1 2024.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new FirstPurpose Wealth position in Q1 2024.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.31% of FirstPurpose Wealth's portfolio in Q1 2024, its #60 holding.
FirstPurpose Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 3 quarters since.
967 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.