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Hart & Patterson Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Hart & Patterson Financial Group’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 		– Sell
-2,208
Closed -$203K – 73
2024
Q2 		$203K Sell
2,208
-37
-2% -$3.39K 0.1% 67
2024
Q1 		$206K Sell
2,245
-13,015
-85% -$1.19M 0.1% 65
2023
Q4 		$1.39M Buy
+15,260
New +$1.4M 0.72% 27

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $109B AUM 21.36% 1-Year Est. Return

Hart & Patterson Financial Group's BIL Position: Q3 2024 in Review

Hart & Patterson Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 2,208 shares — an estimated $203K sold.

Hart & Patterson Financial Group first reported a position in BIL in Q4 2023 and held it in 3 quarters. The position peaked at $1.39M in Q4 2023. 1,041 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

  • Hart & Patterson Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Hart & Patterson Financial Group sold 2,208 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $203K.
  • Hart & Patterson Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 3 quarters.
  • Hart & Patterson Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.39M in Q4 2023.
  • 1,041 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.