GFS
BIL icon

GYL Financial Synergies’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

GYL Financial Synergies’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 		$647K Sell
7,052
-187
-3% -$17.1K 0.05% 218
2024
Q2 		$664K Buy
7,239
+220
+3% +$20.2K 0.05% 213
2024
Q1 		$644K Sell
7,019
-1,870
-21% -$171K 0.05% 216
2023
Q4 		$812K Sell
8,889
-717
-7% -$65.7K 0.07% 198
2023
Q3 		$882K Buy
9,606
+1,635
+21% +$150K 0.09% 184
2023
Q2 		$732K Sell
7,971
-20
-0.3% -$1.83K 0.07% 205
2023
Q1 		$734K Buy
+7,991
New +$732K 0.09% 153

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GYL Financial Synergies's BIL Position: Q3 2024 in Review

GYL Financial Synergies reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.6% in Q3 2024, selling an estimated $17.1K and leaving 7,052 shares worth $647K. The position accounts for 0.05% of the portfolio, ranked #218.

GYL Financial Synergies first reported a position in BIL in Q1 2023 and has held it in 7 quarters since. The position peaked at $882K in Q3 2023. 1,043 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

  • GYL Financial Synergies held 7,052 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $647K as of Q3 2024.
  • GYL Financial Synergies sold 187 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $17.1K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #218 holding.
  • GYL Financial Synergies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 7 quarters since.
  • GYL Financial Synergies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $882K in Q3 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 GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.