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Gladstone Institutional Advisory’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-3,753
Closed -$373K – 688
2024
Q2 		$373K Buy
+3,753
New +$372K 0.02% 488

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
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Gladstone Institutional Advisory's BILS Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2024, closing a stake of 3,753 shares — an estimated $373K sold.

Gladstone Institutional Advisory first reported a position in BILS in Q2 2024 and held it in 1 quarter. The position peaked at $373K in Q2 2024. 237 funds tracked by Wall St. Rank hold BILS as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,753 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2024, an estimated $373K.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and held it in 1 quarter.
  • Gladstone Institutional Advisory's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $373K in Q2 2024.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.