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

Greenwood Capital Associates’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 Q2	–	Sell	-2,711	Closed	-$249K	–	230
2024 Q1	$249K	Hold	2,711	–	–	0.03%	232
2023 Q4	$248K	Hold	2,711	–	–	0.03%	234
2023 Q3	$249K	Sell	2,711 -6,500	-71%	-$596K	0.04%	235
2023 Q2	$846K	Sell	9,211 -141	-2%	-$12.9K	0.12%	144
2023 Q1	$859K	Buy	9,352 +2	+0%	+$183	0.12%	139
2022 Q4	$855K	Buy	+9,350	New	+$856K	0.14%	127

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWP

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Greenwood Capital Associates's BIL Position: Q2 2024 in Review

Greenwood Capital Associates sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2024, closing a stake of 2,711 shares — an estimated $249K sold.

Greenwood Capital Associates first reported a position in BIL in Q4 2022 and held it in 6 quarters. The position peaked at $859K in Q1 2023. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

Greenwood Capital Associates reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
Greenwood Capital Associates sold 2,711 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $249K.
Greenwood Capital Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 6 quarters.
Greenwood Capital Associates's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $859K in Q1 2023.
1,027 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on Greenwood Capital Associates's 13F filing for Q2 2024, filed 8 Aug 2024.