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Founders Financial Alliance’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Founders Financial Alliance’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
Q2 		– Sell
-163
Closed -$16.2K – 562
2024
Q1 		$16.2K Buy
163
+63
+63% +$6.25K ﹤0.01% 455
2023
Q4 		$9.91K Buy
+100
New +$9.92K ﹤0.01% 429

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Founders Financial Alliance's BILS Position: Q2 2024 in Review

Founders Financial Alliance sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2024, closing a stake of 163 shares — an estimated $16.2K sold.

Founders Financial Alliance first reported a position in BILS in Q4 2023 and held it in 2 quarters. The position peaked at $16.2K in Q1 2024. 244 funds tracked by Wall St. Rank hold BILS as of Q2 2024.

  • Founders Financial Alliance reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 163 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2024, an estimated $16.2K.
  • Founders Financial Alliance first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and held it in 2 quarters.
  • Founders Financial Alliance's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $16.2K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2024.

Based on Founders Financial Alliance's 13F filing for Q2 2024, filed 26 Aug 2024.