Guardian Capital Advisors (Canada)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Guardian Capital Advisors (Canada)’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 Q3	$1.07M	Buy	11,707 +2,407	+26%	+$221K	0.11%	108
2024 Q2	$851K	Sell	9,300 -3,168	-25%	-$290K	0.09%	109
2024 Q1	$1.14M	Sell	12,468 -2,597	-17%	-$238K	0.12%	99
2023 Q4	$1.38M	Sell	15,065 -4,050	-21%	-$371K	0.14%	100
2023 Q3	$1.75M	Sell	19,115 -4,789	-20%	-$439K	0.2%	91
2023 Q2	$2.19M	Buy	23,904 +10,045	+72%	+$920K	0.25%	78
2023 Q1	$1.27M	Sell	13,859 -68	-0.5%	-$6.23K	0.15%	89
2022 Q4	$1.28M	Sell	13,927 -1,087	-7%	-$99.5K	0.14%	93
2022 Q3	$1.37M	Buy	15,014 +717	+5%	+$65.6K	0.17%	85
2022 Q2	$1.31M	Sell	14,297 -1,083	-7%	-$99K	0.15%	85
2022 Q1	$1.41M	Buy	15,380 +4,055	+36%	+$371K	0.14%	94
2021 Q4	$1.03M	Sell	11,325 -1,220	-10%	-$112K	0.1%	101
2021 Q3	$1.15M	Sell	12,545 -575	-4%	-$52.6K	0.12%	93
2021 Q2	$1.2M	Sell	13,120 -305	-2%	-$27.9K	0.12%	95
2021 Q1	$1.23M	Sell	13,425 -430	-3%	-$39.4K	0.14%	89
2020 Q4	$1.27M	Sell	13,855 -505	-4%	-$46.2K	0.17%	84
2020 Q3	$1.31M	Sell	14,360 -75	-0.5%	-$6.87K	0.2%	82
2020 Q2	$970K	Buy	14,435 +1,600	+12%	+$146K	0.19%	80
2020 Q1	$826K	Buy	12,835 +3,208	+33%	+$294K	0.2%	76
2019 Q4	$881K	Sell	9,627 -2,117	-18%	-$194K	0.11%	95
2019 Q3	$1.07M	Buy	11,744 +6,210	+112%	+$568K	0.14%	85
2019 Q2	$506K	Buy	+5,534	New	+$506K	0.07%	123

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s BIL Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 26% in Q3 2024, buying an estimated $221K and bringing the position to 11,707 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #108.

Guardian Capital Advisors (Canada) first reported a position in BIL in Q2 2019 and has held it in 22 quarters since. The position peaked at $2.19M in Q2 2023. 1,043 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

Guardian Capital Advisors (Canada) held 11,707 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.07M as of Q3 2024.
Guardian Capital Advisors (Canada) bought 2,407 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $221K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #108 holding.
Guardian Capital Advisors (Canada) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and has held it in 22 quarters since.
Guardian Capital Advisors (Canada)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.19M in Q2 2023.
1,043 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.