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Institutional & Family Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Institutional & Family Asset Management’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
Q2 		$98.3K Sell
1,071
-3,055
-74% -$280K 0.02% 186
2024
Q1 		$379K Sell
4,126
-4,848
-54% -$444K 0.06% 122
2023
Q4 		$820K Sell
8,974
-464
-5% -$42.5K 0.13% 102
2023
Q3 		$867K Sell
9,438
-1,408
-13% -$129K 0.14% 98
2023
Q2 		$996K Sell
10,846
-5,837
-35% -$535K 0.16% 94
2023
Q1 		$1.53M Sell
16,683
-6,822
-29% -$625K 0.25% 79
2022
Q4 		$2.15M Buy
23,505
+6,582
+39% +$602K 0.36% 69
2022
Q3 		$1.55M Buy
16,923
+16,693
+7,258% +$1.53M 0.27% 72
2022
Q2 		$21K Hold
230
– – ﹤0.01% 307
2022
Q1 		$21K Hold
230
– – ﹤0.01% 345
2021
Q4 		$21K Sell
230
-9,638
-98% -$881K ﹤0.01% 360
2021
Q3 		$903K Buy
9,868
+9,153
+1,280% +$837K 0.14% 102
2021
Q2 		$65K Buy
715
+95
+15% +$8.69K 0.01% 301
2021
Q1 		$57K Buy
620
+390
+170% +$35.7K 0.01% 340
2020
Q4 		$21K Sell
230
-18,717
-99% -$1.71M ﹤0.01% 434
2020
Q3 		$1.73M Sell
18,947
-3,826
-17% -$350K 0.4% 74
2020
Q2 		$2.08M Buy
22,773
+21,183
+1,332% +$1.94M 0.43% 73
2020
Q1 		$146K Sell
1,590
-3,166
-67% -$290K 0.03% 171
2019
Q4 		$435K Buy
+4,756
New +$435K 0.09% 129

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Institutional & Family Asset Management's BIL Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 74% in Q2 2024, selling an estimated $280K and leaving 1,071 shares worth $98.3K. The position accounts for 0.02% of the portfolio, ranked #186.

Institutional & Family Asset Management first reported a position in BIL in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.15M in Q4 2022. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

  • Institutional & Family Asset Management held 1,071 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $98.3K as of Q2 2024.
  • Institutional & Family Asset Management sold 3,055 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $280K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #186 holding.
  • Institutional & Family Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 19 quarters since.
  • Institutional & Family Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.15M in Q4 2022.
  • 1,027 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.