GYL Financial Synergies’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

GYL Financial Synergies’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	$2.8M	Sell	28,144 -5,847	-17%	-$581K	0.21%	101
2024 Q2	$3.38M	Sell	33,991 -4,725	-12%	-$469K	0.26%	91
2024 Q1	$3.85M	Sell	38,716 -2,199	-5%	-$218K	0.3%	80
2023 Q4	$4.06M	Sell	40,915 -3,930	-9%	-$390K	0.34%	76
2023 Q3	$4.46M	Buy	44,845 +3,155	+8%	+$313K	0.43%	58
2023 Q2	$4.15M	Buy	+41,690	New	+$4.14M	0.38%	63

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

GYL Financial Synergies reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 17% in Q3 2024, selling an estimated $581K and leaving 28,144 shares worth $2.8M. The position accounts for 0.21% of the portfolio, ranked #101.

GYL Financial Synergies first reported a position in BILS in Q2 2023 and has held it in 6 quarters since. The position peaked at $4.46M in Q3 2023. 237 funds tracked by Wall St. Rank hold BILS as of Q3 2024.

GYL Financial Synergies held 28,144 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $2.8M as of Q3 2024.
GYL Financial Synergies sold 5,847 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2024, an estimated $581K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.21% of GYL Financial Synergies's portfolio in Q3 2024, its #101 holding.
GYL Financial Synergies first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and has held it in 6 quarters since.
GYL Financial Synergies's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $4.46M in Q3 2023.
237 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.