Global Retirement Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Global Retirement Partners’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 Q4	$321K	Sell	3,240 -25	-0.8%	-$2.48K	0.01%	770
2024 Q3	$325K	Buy	3,265 +3,003	+1,146%	+$298K	0.01%	754
2024 Q2	$26K	Sell	262 -800	-75%	-$79.4K	﹤0.01%	1849
2024 Q1	$106K	Hold	1,062	–	–	﹤0.01%	1058
2023 Q4	$105K	Sell	1,062 -10	-0.9%	-$992	﹤0.01%	1008
2023 Q3	$106K	Sell	1,072 -1,191	-53%	-$118K	0.01%	909
2023 Q2	$225K	Sell	2,263 -2,905	-56%	-$288K	0.01%	648
2023 Q1	$512K	Buy	5,168 +4,368	+546%	+$434K	0.03%	425
2022 Q4	$79.4K	Hold	800	–	–	0.01%	898
2022 Q3	$80K	Hold	800	–	–	0.01%	851
2022 Q2	$80K	Buy	+800	New	+$79.9K	0.01%	826

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Global Retirement Partners's BILS Position: Q4 2024 in Review

Global Retirement Partners reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 0.77% in Q4 2024, selling an estimated $2.48K and leaving 3,240 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #770.

Global Retirement Partners first reported a position in BILS in Q2 2022 and has held it in 11 quarters since. The position peaked at $512K in Q1 2023. 263 funds tracked by Wall St. Rank hold BILS as of Q4 2024.

Global Retirement Partners held 3,240 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $321K as of Q4 2024.
Global Retirement Partners sold 25 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2024, an estimated $2.48K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2024, its #770 holding.
Global Retirement Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2022 and has held it in 11 quarters since.
Global Retirement Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $512K in Q1 2023.
263 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.