Laidlaw Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Laidlaw Wealth 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	–	Sell	-7,303	Closed	-$670K	–	177
2024 Q1	$670K	Buy	7,303 +3,971	+119%	+$364K	0.37%	80
2023 Q4	$305K	Sell	3,332 -11,710	-78%	-$1.07M	0.11%	183
2023 Q3	$1.38M	Sell	15,042 -5,904	-28%	-$541K	0.46%	63
2023 Q2	$1.92M	Buy	20,946 +3,355	+19%	+$307K	0.38%	67
2023 Q1	$1.62M	Buy	17,591 +11,483	+188%	+$1.05M	0.33%	83
2022 Q4	$559K	Buy	6,108 +786	+15%	+$71.9K	0.12%	183
2022 Q3	$487K	Buy	5,322 +560	+12%	+$51.2K	0.11%	176
2022 Q2	$436K	Buy	+4,762	New	+$435K	0.09%	216

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

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

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

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

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

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

Laidlaw Wealth Management's BIL Position: Q2 2024 in Review

Laidlaw Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2024, closing a stake of 7,303 shares — an estimated $670K sold.

Laidlaw Wealth Management first reported a position in BIL in Q2 2022 and held it in 8 quarters. The position peaked at $1.92M in Q2 2023. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

Laidlaw Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 7,303 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $670K.
Laidlaw Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and held it in 8 quarters.
Laidlaw Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.92M in Q2 2023.
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 Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.