KDA
BIL icon

Kraft Davis & Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kraft Davis & Associates’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
Q4 		– Sell
-2,289
Closed -$210K – 141
2024
Q3 		$210K Buy
+2,289
New +$210K 0.06% 139
2024
Q1 		– Sell
-19,201
Closed -$1.76M – 134
2023
Q4 		$1.76M Buy
+19,201
New +$1.76M 0.53% 42

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Kraft Davis & Associates's BIL Position: Q4 2024 in Review

Kraft Davis & Associates sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 2,289 shares — an estimated $210K sold.

Kraft Davis & Associates first reported a position in BIL in Q4 2023 and held it in 2 quarters. The position peaked at $1.76M in Q4 2023. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

  • Kraft Davis & Associates reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Kraft Davis & Associates sold 2,289 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $210K.
  • Kraft Davis & Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 2 quarters.
  • Kraft Davis & Associates's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.76M in Q4 2023.
  • 1,125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Kraft Davis & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.