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 $376B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Renaissance Technologies

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

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

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