L. Roy Papp & Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

L. Roy Papp & 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 Q3	–	Sell	-2,960	Closed	-$272K	–	179
2024 Q2	$272K	Hold	2,960	–	–	0.03%	150
2024 Q1	$272K	Sell	2,960 -674	-19%	-$61.7K	0.03%	150
2023 Q4	$332K	Hold	3,634	–	–	0.04%	140
2023 Q3	$334K	Sell	3,634 -3,820	-51%	-$350K	0.05%	137
2023 Q2	$684K	Buy	+7,454	New	+$683K	0.09%	109
2020 Q3	–	Sell	-6,560	Closed	-$600K	–	168
2020 Q2	$600K	Sell	6,560 -2,670	-29%	-$244K	0.09%	117
2020 Q1	$846K	Buy	9,230 +260	+3%	+$23.8K	0.15%	92
2019 Q4	$820K	Sell	8,970 -200	-2%	-$18.3K	0.12%	107
2019 Q3	$840K	Hold	9,170	–	–	0.13%	102
2019 Q2	$840K	Buy	+9,170	New	+$839K	0.13%	102

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

L. Roy Papp & Associates's BIL Position: Q3 2024 in Review

L. Roy Papp & Associates sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 2,960 shares — an estimated $272K sold.

L. Roy Papp & Associates first reported a position in BIL in Q2 2019 and held it in 10 quarters. The position peaked at $846K in Q1 2020. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

L. Roy Papp & Associates reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
L. Roy Papp & Associates sold 2,960 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $272K.
L. Roy Papp & Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and held it in 10 quarters.
L. Roy Papp & Associates's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $846K in Q1 2020.
1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on L. Roy Papp & Associates's 13F filing for Q3 2024, filed 24 Oct 2024.